FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

194 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
194
Holders Change
+28
Holders Change %
+16.87%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
77
Reduced
48
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
LPL Financial
2
LPL Financial
California
$67.4M
3
Raymond James Financial
3
Raymond James Financial
Florida
$35M
4
RW
4
Rockport Wealth
Ohio
$15.6M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.4M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$700M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$0
3
NP
3
Nilsine Partners
Colorado
$13.5M
4
GM
4
GeoWealth Management
Illinois
$399K
5
ODG
5
O'Dell Group
Ohio
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOO
76
Trust Company of Oklahoma
Oklahoma
$763K 18,003 -7,323 -29%
WFA
77
WMG Financial Advisors
Tennessee
$751K 17,728 – –
AR
78
Apeiron RIA
Texas
$727K 17,156 +17,156 New
RFWA
79
RPg Family Wealth Advisory
Massachusetts
$712K 16,793 -401 -2%
Comerica Bank
80
Comerica Bank
Texas
$683K 16,119 +530 +3%
KWA
81
Kingswood Wealth Advisors
California
$667K 15,739 +4,086 +35%
MWM
82
MinichMacGregor Wealth Management
New York
$661K 15,587 -900 -5%
BCI
83
Blue Capital Inc
Nebraska
$656K 15,471 +15,471 New
KAS
84
Kestra Advisory Services
Texas
$648K 15,284 +4,107 +37%
RIA
85
Realta Investment Advisors
Delaware
$644K 15,200 +811 +6%
TWM
86
Trueblood Wealth Management
Ohio
$623K 14,696 +43 +0.3%
Marshall Wace
87
Marshall Wace
United Kingdom
$609K 14,374 +14,374 New
PFS
88
Prospera Financial Services
Texas
$572K 13,487 +2,366 +21%
EA
89
Ergawealth Advisors
Illinois
$565K 13,336 +13,336 New
RCAG
90
Rehmann Capital Advisory Group
Michigan
$562K 13,262 +622 +5%
Corient Private Wealth
91
Corient Private Wealth
Florida
$556K 13,122 -540 -4%
CF
92
Centaurus Financial
California
$553K 13,038 +933 +8%
PCA
93
Prosperity Capital Advisors
Ohio
$549K 12,964 -693 -5%
FAIM
94
Financial Advocates Investment Management
Washington
$546K 12,877 +77 +0.6%
KPWS
95
Kestra Private Wealth Services
Texas
$533K 12,586 +12,586 New
RAS
96
RPS Advisory Solutions
Kentucky
$513K 12,108 +12,108 New
Jane Street
97
Jane Street
New York
$511K 12,048 -8,239 -41%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$510K 12,095 +4,680 +63%
GSIAS
99
Garden State Investment Advisory Services
New Jersey
$503K 11,875 +11,875 New
OCPWS
100
One Charles Private Wealth Services
Massachusetts
$454K 10,705 -79 -0.7%
2 3
4
5 6