FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

91 hedge funds and large institutions have $243M invested in First Trust Utilities AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$9.27M
2
Bank of America
2
Bank of America
North Carolina
$10.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.1M
4
LPL Financial
4
LPL Financial
California
$6.42M
5
UBS Group
5
UBS Group
Switzerland
$13.4M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.25M
2
VF
2
Virtu Financial
New York
$0
3
RIG
3
RiverFront Investment Group
Virginia
$37.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$928K
5
RJA
5
Raymond James & Associates
Florida
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
76
Transamerica Financial Advisors
Florida
$10K -$6.98K -257 -41%
APA
77
American Portfolios Advisors
New York
$9.83K – – –
AWMS
78
Advocacy Wealth Management Services
Georgia
$9K – – –
CA
79
Claro Advisors
Massachusetts
$8K +$8K +300 New
HI
80
Hudock Inc
Pennsylvania
$7K -$52 -2 -0.7%
TIM
81
Tortoise Investment Management
New York
$7K – – –
RFC
82
Regions Financial Corp
Alabama
$7K – – –
BRC
83
Bell Rock Capital
Delaware
$6K +$23 +1 +0.4%
VFA
84
Valeo Financial Advisors
Indiana
$5K – – –
APC
85
Aspire Private Capital
North Carolina
$2K +$2K +84 New
AF
86
Advisornet Financial
Minnesota
$1K -$63.6K -1,400 -98%
NA
87
NewEdge Advisors
Louisiana
$471 +$149 +5,548 +46%
CF
88
Centaurus Financial
California
$7 +$7 +192 New
VF
89
Virtu Financial
New York
– -$3.62M -131,128 Closed
ACI
90
Alpha Cubed Investments
California
– -$330K -11,629 Closed
FAIM
91
Financial Advocates Investment Management
Washington
– -$216K -7,832 Closed
SWP
92
Stratos Wealth Partners
Ohio
– -$205K -7,438 Closed
AP
93
Advisors Preferred
Maryland
– -$186K -6,747 Closed
RCAG
94
Rehmann Capital Advisory Group
Michigan
– -$34.5K -1,250 Closed
GP
95
Girard Partners
Pennsylvania
– -$33K -1,230 Closed
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
– -$29K -1,050 Closed
MWM
97
MinichMacGregor Wealth Management
New York
– -$5K -205 Closed
1 2 3
4