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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

77 hedge funds and large institutions have $172M invested in First Trust Utilities AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 38 reducing their positions, and 40 closing their positions.

Holders
77
Holders Change
-23
Holders Change %
-23%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
9
Reduced
38
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$4.03M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.81M
3
AA
3
Advisory Alpha
Michigan
$1.08M
4
CAN
4
Cetera Advisor Networks
California
$846K
5
Millennium Management
5
Millennium Management
New York
$494K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$38.4M
3
Wells Fargo
3
Wells Fargo
California
$17.9M
4
UBS Group
4
UBS Group
Switzerland
$4.26M
5
Bank of America
5
Bank of America
North Carolina
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$2K 90 +90 New
First Trust Advisors
77
First Trust Advisors
Illinois
– – -17,968,733 Closed
ODG
78
O'Dell Group
Ohio
– – -288,691 Closed
Baird Financial Group
79
Baird Financial Group
Wisconsin
– – -153,877 Closed
HighTower Advisors
80
HighTower Advisors
Illinois
– – -142,822 Closed
GA
81
Gateway Advisory
New Jersey
– – -101,262 Closed
BFA
82
Beaumont Financial Advisors
Massachusetts
– – -83,881 Closed
Ameriprise
83
Ameriprise
Minnesota
– – -80,888 Closed
EWA
84
EP Wealth Advisors
California
– – -77,344 Closed
DWA
85
Dorsey Wright & Associates
California
– – -57,431 Closed
SFI
86
SPC Financial Inc
Maryland
– – -45,376 Closed
CS
87
Credit Suisse
Switzerland
– – -45,054 Closed
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
– – -41,029 Closed
OC
89
Oppenheimer & Co
New York
– – -33,594 Closed
GS
90
Girard Securities
California
– – -33,352 Closed
PFS
91
Prospera Financial Services
Texas
– – -30,977 Closed
IH
92
IFC Holdings
Florida
– – -25,648 Closed
FFS
93
Founders Financial Securities
Maryland
– – -22,797 Closed
HI
94
Horizon Investments
North Carolina
– – -22,797 Closed
PAG
95
Private Advisor Group
New Jersey
– – -22,768 Closed
UCFA
96
United Capital Financial Advisors
Texas
– – -21,481 Closed
WF
97
WealthTrust Fairport
Ohio
– – -18,016 Closed
BIG
98
Bellwether Investment Group
Tennessee
– – -17,470 Closed
FA
99
FDx Advisors
Illinois
– – -16,913 Closed
NA
100
Navellier & Associates
Nevada
– – -16,070 Closed
1 2 3
4
5