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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

110 hedge funds and large institutions have $166M invested in First Trust Utilities AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
37
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.7M
2
Truist Financial
2
Truist Financial
North Carolina
$12.1M
3
UBS Group
3
UBS Group
Switzerland
$5.96M
4
CAG
4
Csenge Advisory Group
Florida
$10.3M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.14M

Top Sellers

1
OPOWM
1
One Plus One Wealth Management
Florida
$0
2
TCM
2
Triumph Capital Management
Colorado
$0
3
GS
3
GTS Securities
New York
$433K
4
Jane Street
4
Jane Street
New York
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$331K 10,003 +10,003 New
LMKC
52
L.M. Kohn & Company
Ohio
$324K 9,802 +9,802 New
WWM
53
Western Wealth Management
Colorado
$311K 9,402 +24 +0.3%
SAM
54
SignalPoint Asset Management
Missouri
$304K 9,193 – –
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$302K 9,143 – –
IAIM
56
International Assets Investment Management
Florida
$293K 8,874 +8,874 New
JWCA
57
J.W. Cole Advisors
Florida
$292K 8,822 +1,871 +27%
Comerica Bank
58
Comerica Bank
Texas
$282K 8,531 +1,655 +24%
Brown Advisory
59
Brown Advisory
Maryland
$282K 8,521 – –
SPWM
60
Schrum Private Wealth Management
Florida
$278K 8,411 – –
BTWM
61
Brass Tax Wealth Management
Ohio
$276K 8,361 -168 -2%
MC
62
Moors & Cabot
Massachusetts
$271K 8,208 +313 +4%
PFS
63
Prospera Financial Services
Texas
$269K 8,140 -652 -7%
SWM
64
Spire Wealth Management
Virginia
$263K 7,954 – –
WIA
65
World Investment Advisors
California
$262K 7,937 +7,937 New
NS
66
NBC Securities
Alabama
$259K 7,837 -698 -8%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$249K 7,542 – –
RFA
68
ROI Financial Advisors
Oregon
$243K 7,335 +27 +0.4%
PA
69
PSI Advisors
Florida
$234K 7,072 +46 +0.7%
WE
70
Wealth Effects
Massachusetts
$228K 6,898 – –
SA
71
Sanctuary Advisors
Indiana
$224K 6,939 +6,939 New
CIA
72
Concurrent Investment Advisors
Florida
$222K 6,705 +6,705 New
CWP
73
Core Wealth Partners
California
$220K 6,655 -75 -1%
IWM
74
Iams Wealth Management
Nebraska
$216K 6,546 +6,546 New
IA
75
IFP Advisors
Florida
$216K 6,537 -393 -6%
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