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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

103 hedge funds and large institutions have $216M invested in First Trust Utilities AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
103
Holders Change
-11
Holders Change %
-9.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
36
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Delos Wealth Advisors
Texas
$2.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
TRCT
5
Tower Research Capital (TRC)
New York
$862K

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
Bank of America
2
Bank of America
North Carolina
$6.02M
3
AWM
3
AE Wealth Management
Kansas
$297K
4
CAM
4
Concorde Asset Management
Michigan
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$363K – – –
BFEC
52
Benjamin F. Edwards & Company
Missouri
$361K +$52.2K +1,591 +17%
CWA
53
Clarus Wealth Advisors
Arizona
$360K +$42.9K +1,287 +14%
DC
54
Davenport & Co
Virginia
$333K +$122K +3,702 +57%
CW
55
CreativeOne Wealth
Kansas
$330K +$50.5K +1,538 +18%
AWM
56
AE Wealth Management
Kansas
$297K -$2.93M -89,236 -91%
SAM
57
SignalPoint Asset Management
Missouri
$293K -$1.12K -34 -0.4%
SPWM
58
Schrum Private Wealth Management
Florida
$276K – – –
PA
59
PSI Advisors
Florida
$271K +$1.15K +35 +0.4%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$269K +$269K +8,183 New
SWM
61
Spire Wealth Management
Virginia
$265K +$87.9K +2,679 +50%
IA
62
IFP Advisors
Florida
$254K -$135K -5,281 -35%
CF
63
Centaurus Financial
California
$249K +$58.7K +1,786 +31%
WWM
64
Western Wealth Management
Colorado
$247K +$1.22K +37 +0.5%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$243K +$20.7K +630 +9%
WE
66
Wealth Effects
Massachusetts
$240K – – –
EWM
67
EPG Wealth Management
Georgia
$232K +$525 +16 +0.2%
AR
68
Apeiron RIA
Texas
$221K +$164 +5 +0.1%
AAS
69
Avantax Advisory Services
Texas
$218K +$218K +6,647 New
BAM
70
Belpointe Asset Management
Nevada
$217K +$94.2K +2,871 +77%
FFN
71
Focus Financial Network
Minnesota
$211K – – –
FIA
72
Foundations Investment Advisors
Arizona
$203K +$203K +6,187 New
KPWS
73
Kestra Private Wealth Services
Texas
$202K +$3.45K +105 +2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$188K -$50K -1,522 -21%
FCA
75
Fortis Capital Advisors
Kansas
$166K +$112K +3,400 +203%
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