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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

114 hedge funds and large institutions have $255M invested in First Trust Utilities AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
42
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$9.97M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.1M
4
CAM
4
Concorde Asset Management
Michigan
$2.7M
5
Mariner
5
Mariner
Kansas
$2.25M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$381K
2
AWM
2
AE Wealth Management
Kansas
$3.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Wells Fargo
4
Wells Fargo
California
$18M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Meridian Wealth Management
Kentucky
$409K 12,326 – –
NA
52
NewEdge Advisors
Louisiana
$402K 39,783 +2,642 +7%
IA
53
IFP Advisors
Florida
$394K 15,223 +2,994 +24%
CWM
54
Congress Wealth Management
Massachusetts
$381K 11,461 -1,409,277 -99%
RIA
55
Regal Investment Advisors
Michigan
$368K 11,067 +312 +3%
AWS
56
Atria Wealth Solutions
New York
$336K 10,132 +10,132 New
CWA
57
Clarus Wealth Advisors
Arizona
$319K 9,510 +1,673 +21%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$312K 9,405 +72 +0.8%
Goldman Sachs
59
Goldman Sachs
New York
$309K 9,306 +9,306 New
SAM
60
SignalPoint Asset Management
Missouri
$297K 8,951 -5 -0.1%
CW
61
CreativeOne Wealth
Kansas
$283K 8,512 +8,512 New
SPWM
62
Schrum Private Wealth Management
Florida
$279K 8,411 – –
PA
63
PSI Advisors
Florida
$273K 8,217 +142 +2%
WWM
64
Western Wealth Management
Colorado
$248K 7,478 -12,718 -63%
WE
65
Wealth Effects
Massachusetts
$242K 7,298 – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$241K 7,244 +6,964 +2,487%
EWM
67
EPG Wealth Management
Georgia
$234K 7,056 +29 +0.4%
EA
68
Eudaimonia Advisors
Tennessee
$229K 6,881 +258 +4%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$225K 6,788 +6,788 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$225K 6,773 -149 -2%
AR
71
Apeiron RIA
Texas
$224K 6,737 +6,737 New
CA
72
Cetera Advisors
Colorado
$219K 6,595 +6,595 New
DC
73
Davenport & Co
Virginia
$214K 6,447 +6,447 New
FFN
74
Focus Financial Network
Minnesota
$214K 6,433 +6,433 New
PSF
75
Pacific Sun Financial
California
$206K 6,200 -1,800 -23%
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3
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