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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

94 hedge funds and large institutions have $633M invested in First Trust Utilities AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
20
Reduced
46
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.95M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.36M
3
TSS
3
Two Sigma Securities
New York
$1.49M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.41M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.56M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$330M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.1M
3
NC
3
NewSquare Capital
Pennsylvania
$4.91M
4
Bank of America
4
Bank of America
North Carolina
$24.5M
5
Wells Fargo
5
Wells Fargo
California
$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
EWM
77
EPG Wealth Management
Georgia
$37K +$37K +1,495 New
AIC
78
Ameritas Investment Company
Nebraska
$37K +$37K +1,525 New
EP
79
Eudaimonia Partners
Tennessee
$36K -$53.5K -2,158 -60%
GWM
80
Geneos Wealth Management
Colorado
$33K – – –
CS
81
Capital Square
Tennessee
$28K +$28K +1,129 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$27K +$11.8K +478 +78%
CFB
83
Cullen/Frost Bankers
Texas
$24K – – –
SNT
84
Security National Trust
West Virginia
$18K – – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$18K +$7.79K +315 +76%
BWA
86
Burt Wealth Advisors
Maryland
$17K – – –
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$10K +$10K +400 New
William Blair & Company
88
William Blair & Company
Illinois
$6K -$1.68K -73 -22%
VFA
89
Valeo Financial Advisors
Indiana
$5K – – –
VNA
90
Valley National Advisers
Pennsylvania
$3K – – –
AA
91
Advisory Alpha
Michigan
$1.27K -$1.26M -48,701 -100%
AF
92
Advisornet Financial
Minnesota
$1K – – –
LFG
93
Larson Financial Group
Missouri
$1K +$1K +26 New
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$1K +$1K +29 New
IAA
95
Independent Advisor Alliance
North Carolina
– -$3.17M -108,391 Closed
MWM
96
MinichMacGregor Wealth Management
New York
– -$2.96M -101,329 Closed
WP
97
WealthSource Partners
California
– -$2.65M -90,823 Closed
VCM
98
Virtue Capital Management
Tennessee
– -$2.07M -70,815 Closed
SPC
99
Sigma Planning Corp
Michigan
– -$1.97M -67,287 Closed
FEM
100
Fulcrum Equity Management
Texas
– -$1.57M -53,750 Closed
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