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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

108 hedge funds and large institutions have $293M invested in First Trust Utilities AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+14
Holders Change %
+14.89%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
43
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$24.4M
2
AWM
2
AE Wealth Management
Kansas
$9.78M
3
KAS
3
Kestra Advisory Services
Texas
$6.15M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.79M
5
RJA
5
Raymond James & Associates
Florida
$7.03M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$43.4M
2
KA
2
Kovack Advisors
Florida
$1.03M
3
CA
3
CoreCap Advisors
Michigan
$506K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
76
EPG Wealth Management
Georgia
$215K 7,027 +18 +0.3%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$211K 6,922 +11 +0.2%
Creative Planning
78
Creative Planning
Kansas
$203K 6,643 +6,643 New
EA
79
Eudaimonia Advisors
Tennessee
$202K 6,623 +6 +0.1%
AP
80
Advisors Preferred
Maryland
$199K 6,327 +4,335 +218%
APA
81
American Portfolios Advisors
New York
$187K 6,132 -45 -0.7%
MIM
82
MTM Investment Management
South Carolina
$147K 4,818 – –
SWM
83
Spire Wealth Management
Virginia
$117K 3,825 -5,649 -60%
CFGS
84
Concourse Financial Group Securities
Alabama
$107K 3,505 -136 -4%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$107K 3,514 – –
JIR
86
James Investment Research
Ohio
$92K 3,000 – –
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$63K 2,053 +71 +4%
SPIA
88
Steward Partners Investment Advisory
New York
$41K 1,353 +88 +7%
BONH
89
Bank of New Hampshire
New Hampshire
$38K 1,242 – –
GWM
90
Geneos Wealth Management
Colorado
$35K 1,165 -212 -15%
PTC
91
Private Trust Company
Ohio
$35K 1,154 – –
NFSG
92
Newbridge Financial Services Group
Florida
$33K 1,065 – –
CFB
93
Cullen/Frost Bankers
Texas
$30K 981 – –
MCC
94
Money Concepts Capital
Florida
$27K 879 +266 +43%
AAP
95
Arax Advisory Partners
Colorado
$24K 789 – –
RIA
96
Realta Investment Advisors
Delaware
$18K 580 +580 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$14K 459 – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$11K 370 -130 -26%
TAM
99
Tucker Asset Management
Colorado
$9.62K 300 -155 -34%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$9K 280 +248 +775%
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