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First Trust Utilities AlphaDEX Fund
FXU

168 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 45 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more capital invested

Capital invested by funds: $223M → $1.51B (+$1.29B)

246% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 13

206.68% more ownership

Funds ownership: 64.95% → 271.64% (+207%)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

22% more funds holding

Funds holding: 138 → 168 (+30)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$743M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$161M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$75.2M
4
Wells Fargo
Wells Fargo
California
+$39.7M
5
Morgan Stanley
Morgan Stanley
New York
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$8M
2
Truist Financial
Truist Financial
North Carolina
-$5.01M
3
CAG
Csenge Advisory Group
Florida
-$3.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.81M
5
RAS
RPS Advisory Solutions
Kentucky
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
TriaGen Wealth Management
California
$1.12M +$1.08M +27,227 New
PAG
52
Private Advisor Group
New Jersey
$1.09M +$170K +4,306 +19%
TCOO
53
Trust Company of Oklahoma
Oklahoma
$1.04M +$1M +25,326 New
FTUS
54
Flow Traders U.S.
New York
$970K +$936K +23,656 New
PAS
55
PKS Advisory Services
New York
$932K +$25.7K +650 +3%
VCM
56
Virtue Capital Management
Tennessee
$926K +$893K +22,557 New
AAS
57
Avantax Advisory Services
Texas
$892K +$5.38K +136 +0.6%
HA
58
HFG Advisors
Ohio
$847K +$818K +20,656 New
Jane Street
59
Jane Street
New York
$832K +$803K +20,287 New
DC
60
Davenport & Co
Virginia
$822K +$793K +20,038 New
QCM
61
Quantinno Capital Management
New York
$809K +$437K +11,033 +127%
HAM
62
Harmony Asset Management
Arizona
$761K +$735K +18,563 New
WCM
63
Winebrenner Capital Management
Kentucky
$734K -$15.4K -388 -2%
WFA
64
WMG Financial Advisors
Tennessee
$727K +$2.77K +70 +0.4%
RFWA
65
RPg Family Wealth Advisory
Massachusetts
$705K +$156K +3,949 +30%
JWCA
66
J.W. Cole Advisors
Florida
$687K +$72.7K +1,838 +12%
MWM
67
MinichMacGregor Wealth Management
New York
$676K +$653K +16,487 New
Comerica Bank
68
Comerica Bank
Texas
$639K -$32.6K -823 -5%
AP
69
Advisors Preferred
Maryland
$623K +$599K +15,126 New
TWM
70
Trueblood Wealth Management
Ohio
$601K – – –
RIA
71
Realta Investment Advisors
Delaware
$590K +$570K +14,389 New
HAS
72
HBW Advisory Services
California
$579K -$78.1K -1,973 -12%
PCA
73
Prosperity Capital Advisors
Ohio
$563K +$541K +13,657 New
Corient Private Wealth
74
Corient Private Wealth
Florida
$560K -$28.3K -714 -5%
FAIM
75
Financial Advocates Investment Management
Washington
$525K -$14K -353 -3%
1 2
3
4 5

FXU Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2025, worth a combined $1.51B — up 581% from $223M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FXU positions and 13 closed out — a net gain of 32 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $743M. The largest seller was Harbour Investments, cutting an estimated $8M.

  • 168 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.51B of First Trust Utilities AlphaDEX Fund stock for Q1 2025, up 581% quarter-over-quarter.
  • 45 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2025 and 13 closed out, a net change of +32 holders.
  • The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2025 was First Trust Advisors, an estimated $743M added.
  • The largest First Trust Utilities AlphaDEX Fund seller in Q1 2025 was Harbour Investments, an estimated $8M sold.

Based on aggregated 13F filings for Q1 2025.