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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

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.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
24
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$7.12M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.09M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.47M
4
GS
4
GTS Securities
New York
$1.71M
5
TCM
5
Triumph Capital Management
Colorado
$2.33M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
LPL Financial
2
LPL Financial
California
$12.5M
3
CAN
3
Cetera Advisor Networks
California
$1.75M
4
PCH
4
PGIM Custom Harvest
New Jersey
$8.69M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$449K
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
51
SignalPoint Asset Management
Missouri
$298K 9,193 -13 -0.1%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$297K 9,143 – –
GCP
53
GSA Capital Partners
United Kingdom
$289K 8,900 +8,900 New
PFS
54
Prospera Financial Services
Texas
$285K 8,792 -230 -3%
NS
55
NBC Securities
Alabama
$277K 8,535 -106 -1%
BTWM
56
Brass Tax Wealth Management
Ohio
$277K 8,529 +8,529 New
Brown Advisory
57
Brown Advisory
Maryland
$277K 8,521 +8,521 New
SPWM
58
Schrum Private Wealth Management
Florida
$273K 8,411 +743 +10%
Goldman Sachs
59
Goldman Sachs
New York
$261K 8,042 +8,042 New
SWM
60
Spire Wealth Management
Virginia
$258K 7,954 – –
MC
61
Moors & Cabot
Massachusetts
$256K 7,895 +200 +3%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$253K 7,788 +7,788 New
TRCT
63
Tower Research Capital (TRC)
New York
$251K 7,725 +2,191 +40%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$245K 7,542 +29 +0.4%
RFA
65
ROI Financial Advisors
Oregon
$237K 7,308 +103 +1%
PA
66
PSI Advisors
Florida
$228K 7,026 -211 -3%
JWCA
67
J.W. Cole Advisors
Florida
$226K 6,951 +6,951 New
IA
68
IFP Advisors
Florida
$225K 6,930 -466 -6%
WE
69
Wealth Effects
Massachusetts
$224K 6,898 -200 -3%
Comerica Bank
70
Comerica Bank
Texas
$223K 6,876 – –
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$221K 6,816 +6,816 New
CWP
72
Core Wealth Partners
California
$218K 6,730 +6,730 New
EWM
73
EPG Wealth Management
Georgia
$164K 5,044 +21 +0.4%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$154K 4,733 -83 -2%
MCM
75
Manchester Capital Management
Vermont
$129K 3,979 – –
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3
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