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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

76 hedge funds and large institutions have $206M invested in First Trust Utilities AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.7M
2
Wells Fargo
2
Wells Fargo
California
$23.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.36M
4
VF
4
Virtu Financial
New York
$3.62M
5
WP
5
WealthSource Partners
California
$2.63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.8M
2
LPL Financial
2
LPL Financial
California
$3.71M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$313K
4
RJA
4
Raymond James & Associates
Florida
$16.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
76
SG Americas Securities
New York
– -$707K -26,999 Closed
ACM
77
AlphaStar Capital Management
North Carolina
– -$261K -9,955 Closed
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
– -$54K -2,056 Closed
SEI Investments
79
SEI Investments
Pennsylvania
– -$28K -1,061 Closed
TFS
80
TrustCore Financial Services
Tennessee
– -$19K -720 Closed
AWA
81
Acorn Wealth Advisors
Michigan
– -$11K -421 Closed
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
– -$8K -324 Closed
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$2K -78 Closed
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