FXU icon

First Trust Utilities AlphaDEX Fund

103 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

25% less capital invested

Capital invested by funds: $195M → $146M (-$48.6M)

40% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 40

Holders
103
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
$298K
52
$297K
53
$289K
54
$285K
55
$277K
56
$277K
57
$277K
58
$273K
59
$261K
60
$258K
61
$256K
62
$253K
63
$251K
64
$245K
65
$237K
66
$228K
67
$226K
68
$225K
69
$224K
70
$223K
71
$221K
72
$218K
73
$164K
74
$154K
75
$129K