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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in First Trust Utilities AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
30
Reduced
37
Closed
20
Calls
–
Puts
$395K
Net Calls
-$395K
Net Calls Change
-$395K

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.1M
2
SMF
2
Sterling Manor Financial
New York
$4.03M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$5.74M
4
Jane Street
4
Jane Street
New York
$3.55M
5
CAM
5
Concorde Asset Management
Michigan
$2.87M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.09M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.7M
3
KAS
3
Kestra Advisory Services
Texas
$1.87M
4
LPL Financial
4
LPL Financial
California
$21.1M
5
Wells Fargo
5
Wells Fargo
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$381K 12,000 +1,004 +9%
LMKC
52
L.M. Kohn & Company
Ohio
$373K 11,718 +11,718 New
DC
53
Davenport & Co
Virginia
$371K 11,665 +1,516 +15%
RIA
54
Regal Investment Advisors
Michigan
$355K 11,168 +101 +0.9%
AWS
55
Atria Wealth Solutions
New York
$348K 10,948 -465 -4%
RFWA
56
RPg Family Wealth Advisory
Massachusetts
$339K 10,667 +10,667 New
PFS
57
Prospera Financial Services
Texas
$338K 10,640 -596 -5%
IA
58
IFP Advisors
Florida
$316K 9,942 – –
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$309K 9,728 +1,545 +19%
SAM
60
SignalPoint Asset Management
Missouri
$283K 8,917 – –
SPWM
61
Schrum Private Wealth Management
Florida
$267K 8,411 – –
PA
62
PSI Advisors
Florida
$259K 8,160 -92 -1%
SWM
63
Spire Wealth Management
Virginia
$257K 8,086 +1 +0%
AAS
64
Avantax Advisory Services
Texas
$249K 7,830 +1,183 +18%
WWM
65
Western Wealth Management
Colorado
$239K 7,523 +8 +0.1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$236K 7,426 +23 +0.3%
WE
67
Wealth Effects
Massachusetts
$232K 7,298 – –
EWM
68
EPG Wealth Management
Georgia
$225K 7,088 +16 +0.2%
OC
69
Oppenheimer & Co
New York
$218K 6,859 -33,652 -83%
AR
70
Apeiron RIA
Texas
$214K 6,746 +4 +0.1%
SG
71
StoneX Group
New York
$211K 6,622 +6,622 New
MC
72
Moors & Cabot
Massachusetts
$209K 6,570 +6,570 New
PSF
73
Pacific Sun Financial
California
$204K 6,200 +6,200 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$173K 5,441 -281 -5%
CF
75
Centaurus Financial
California
$138K 4,329 -3,251 -43%
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3
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