FXU icon

First Trust Utilities AlphaDEX Fund

99 hedge funds and large institutions have $195M invested in First Trust Utilities AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
99
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$273K
52
$246K
53
$245K
54
$244K
55
$243K
56
$239K
57
$238K
58
$234K
59
$229K
60
$228K
61
$225K
62
$218K
63
$211K
64
$211K
65
$206K
66
$175K
67
$163K
68
$153K
69
$149K
70
$136K
71
$131K
72
$126K
73
$86.1K
74
$82.9K
75
$64.2K