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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

138 hedge funds and large institutions have $223M invested in First Trust Utilities AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
35
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.8M
3
Wells Fargo
3
Wells Fargo
California
$13.2M
4
RAS
4
RPS Advisory Solutions
Kentucky
$1.63M
5
HPC
5
Hobart Private Capital
North Carolina
$1.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.68M
2
Truist Financial
2
Truist Financial
North Carolina
$7.65M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$590K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$545K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
51
Centaurus Financial
California
$445K 11,762 +252 +2%
EH
52
Equitable Holdings
New York
$436K 11,517 +11,517 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$422K 11,151 +2,008 +22%
WA
54
Waverly Advisors
Alabama
$421K 11,130 -942 -8%
TRCT
55
Tower Research Capital (TRC)
New York
$417K 11,020 +11,020 New
SEIA
56
Signature Estate & Investment Advisors
California
$416K 10,992 +894 +9%
OCPWS
57
One Charles Private Wealth Services
Massachusetts
$416K 10,991 -496 -4%
KAS
58
Kestra Advisory Services
Texas
$413K 10,910 +5,631 +107%
MWM
59
Meridian Wealth Management
Kentucky
$394K 10,412 -251 -2%
CCA
60
Cottonwood Capital Advisors
Utah
$378K 9,999 -10 -0.1%
GS
61
GTS Securities
New York
$366K 9,664 +3,995 +70%
WWM
62
Western Wealth Management
Colorado
$358K 9,454 +26 +0.3%
SAM
63
SignalPoint Asset Management
Missouri
$348K 9,193 – –
PFS
64
Prospera Financial Services
Texas
$342K 9,045 +1,066 +13%
IAIM
65
International Assets Investment Management
Florida
$339K 8,889 +8,889 New
MC
66
Moors & Cabot
Massachusetts
$333K 8,798 +765 +10%
RIA
67
Regal Investment Advisors
Michigan
$330K 8,737 – –
QCM
68
Quantinno Capital Management
New York
$329K 8,690 +2,014 +30%
Goldman Sachs
69
Goldman Sachs
New York
$321K 8,496 -10,484 -55%
SPWM
70
Schrum Private Wealth Management
Florida
$318K 8,411 -6,925 -45%
SWM
71
Spire Wealth Management
Virginia
$301K 7,954 – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$286K 7,561 -49 -0.6%
AAS
73
Asset Allocation Strategies
Michigan
$285K 7,182 +7,182 New
RFA
74
ROI Financial Advisors
Oregon
$280K 7,392 +29 +0.4%
NFG
75
Nations Financial Group
Iowa
$273K 7,222 +7,222 New
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