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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in First Trust Utilities AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
30
Reduced
37
Closed
20
Calls
–
Puts
$395K
Net Calls
-$395K
Net Calls Change
-$395K

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.1M
2
SMF
2
Sterling Manor Financial
New York
$4.03M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$5.74M
4
Jane Street
4
Jane Street
New York
$3.55M
5
CAM
5
Concorde Asset Management
Michigan
$2.87M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.09M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.7M
3
KAS
3
Kestra Advisory Services
Texas
$1.87M
4
LPL Financial
4
LPL Financial
California
$21.1M
5
Wells Fargo
5
Wells Fargo
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
Manchester Capital Management
Vermont
$126K 3,979 +3,979 New
MIM
77
MTM Investment Management
South Carolina
$118K 3,701 -1,117 -23%
IGWM
78
ICA Group Wealth Management
Colorado
$83.2K 2,616 -660 -20%
GWSG
79
GPS Wealth Strategies Group
Colorado
$64.5K 2,028 +2,028 New
CFGS
80
Concourse Financial Group Securities
Alabama
$53.3K 1,677 -1,883 -53%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$44K 1,391 -14,237 -91%
SPIA
82
Steward Partners Investment Advisory
New York
$43.3K 1,362 +44 +3%
GWM
83
Geneos Wealth Management
Colorado
$37K 1,165 – –
PTC
84
Private Trust Company
Ohio
$36.7K 1,154 – –
NFSG
85
Newbridge Financial Services Group
Florida
$33.9K 1,065 – –
AAP
86
Arax Advisory Partners
Colorado
$25.1K 789 – –
SS
87
Sunbelt Securities
Texas
$19.8K 623 -513 -45%
RIA
88
Realta Investment Advisors
Delaware
$18.4K 580 +580 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$14.2K 446 +130 +41%
FA
90
Fiduciary Alliance
South Carolina
$11.8K 371 +371 New
William Blair & Company
91
William Blair & Company
Illinois
$8.3K 261 – –
AA
92
Ancora Advisors
Ohio
$7.95K 250 – –
GI
93
Gradient Investments
Minnesota
$6.84K 215 – –
TAM
94
Tucker Asset Management
Colorado
$5.91K 186 -379 -67%
CIAS
95
Capital Investment Advisory Services
North Carolina
$4.29K 135 – –
TFA
96
Transamerica Financial Advisors
Florida
$4K 119 -16 -12%
KFI
97
Key Financial Inc
Pennsylvania
$2.48K 78 – –
NP
98
Nilsine Partners
Colorado
– – -33,350 Closed
BFA
99
Brendel Financial Advisors
New Hampshire
– – -22,066 Closed
CWA
100
Clarus Wealth Advisors
Arizona
– – -10,797 Closed
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4
5