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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

120 hedge funds and large institutions have $217M invested in First Trust Utilities AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.11M
2
LPL Financial
2
LPL Financial
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.7M
4
UBS Group
4
UBS Group
Switzerland
$9.89M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.97M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$8.41M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$750K
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
51
J.W. Cole Advisors
Florida
$433K 11,265 +2,443 +28%
MWM
52
Meridian Wealth Management
Kentucky
$410K 10,663 – –
Comerica Bank
53
Comerica Bank
Texas
$410K 10,658 +2,127 +25%
AP
54
Advisors Preferred
Maryland
$400K 10,335 +10,335 New
IWM
55
Iams Wealth Management
Nebraska
$399K 10,371 +3,825 +58%
RFWA
56
RPg Family Wealth Advisory
Massachusetts
$396K 10,290 -3,129 -23%
SEIA
57
Signature Estate & Investment Advisors
California
$389K 10,098 +65 +0.6%
CCA
58
Cottonwood Capital Advisors
Utah
$385K 10,009 -2,545 -20%
WWM
59
Western Wealth Management
Colorado
$363K 9,428 +26 +0.3%
SAM
60
SignalPoint Asset Management
Missouri
$352K 9,193 – –
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$352K 9,143 – –
RIA
62
Regal Investment Advisors
Michigan
$336K 8,737 -1,381 -14%
SA
63
Sanctuary Advisors
Indiana
$330K 8,172 +1,233 +18%
Brown Advisory
64
Brown Advisory
Maryland
$328K 8,521 – –
MC
65
Moors & Cabot
Massachusetts
$309K 8,033 -175 -2%
PFS
66
Prospera Financial Services
Texas
$307K 7,979 -161 -2%
SWM
67
Spire Wealth Management
Virginia
$306K 7,954 – –
BTWM
68
Brass Tax Wealth Management
Ohio
$293K 7,626 -735 -9%
NS
69
NBC Securities
Alabama
$293K 7,619 -218 -3%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$293K 7,610 +68 +0.9%
RFA
71
ROI Financial Advisors
Oregon
$283K 7,363 +28 +0.4%
PA
72
PSI Advisors
Florida
$274K 7,120 +48 +0.7%
WE
73
Wealth Effects
Massachusetts
$265K 6,898 – –
QCM
74
Quantinno Capital Management
New York
$257K 6,676 +328 +5%
CWP
75
Core Wealth Partners
California
$253K 6,575 -80 -1%
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