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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

166 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
57
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$769M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$168M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$77.9M
4
Wells Fargo
4
Wells Fargo
California
$55.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$502K
2
Truist Financial
2
Truist Financial
North Carolina
$3.1M
3
CAG
3
Csenge Advisory Group
Florida
$9.64M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.42M
5
RAS
5
RPS Advisory Solutions
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
51
TriaGen Wealth Management
California
$1.12M 27,227 +27,227 New
PAG
52
Private Advisor Group
New Jersey
$1.09M 26,517 +4,306 +19%
TCOO
53
Trust Company of Oklahoma
Oklahoma
$1.04M 25,326 +25,326 New
FTUS
54
Flow Traders U.S.
New York
$970K 23,656 +23,656 New
PAS
55
PKS Advisory Services
New York
$932K 22,718 +650 +3%
VCM
56
Virtue Capital Management
Tennessee
$926K 22,557 +22,557 New
AAS
57
Avantax Advisory Services
Texas
$892K 21,749 +136 +0.6%
HA
58
HFG Advisors
Ohio
$847K 20,656 +20,656 New
Jane Street
59
Jane Street
New York
$832K 20,287 +20,287 New
DC
60
Davenport & Co
Virginia
$822K 20,038 +20,038 New
QCM
61
Quantinno Capital Management
New York
$809K 19,723 +11,033 +127%
HAM
62
Harmony Asset Management
Arizona
$761K 18,563 +18,563 New
WCM
63
Winebrenner Capital Management
Kentucky
$734K 17,903 -388 -2%
WFA
64
WMG Financial Advisors
Tennessee
$727K 17,728 +70 +0.4%
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$705K 17,194 +3,949 +30%
JWCA
66
J.W. Cole Advisors
Florida
$687K 16,758 +1,838 +12%
MWM
67
MinichMacGregor Wealth Management
New York
$676K 16,487 +16,487 New
Comerica Bank
68
Comerica Bank
Texas
$639K 15,589 -823 -5%
AP
69
Advisors Preferred
Maryland
$623K 15,126 +15,126 New
TWM
70
Trueblood Wealth Management
Ohio
$601K 14,653 – –
RIA
71
Realta Investment Advisors
Delaware
$590K 14,389 +14,389 New
HAS
72
HBW Advisory Services
California
$579K 14,128 -1,973 -12%
PCA
73
Prosperity Capital Advisors
Ohio
$563K 13,657 +13,657 New
Corient Private Wealth
74
Corient Private Wealth
Florida
$560K 13,662 -714 -5%
FAIM
75
Financial Advocates Investment Management
Washington
$525K 12,800 -353 -3%
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