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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

120 hedge funds and large institutions have $217M invested in First Trust Utilities AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.11M
2
LPL Financial
2
LPL Financial
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.7M
4
UBS Group
4
UBS Group
Switzerland
$9.89M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.97M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$8.41M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$750K
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$252K 6,540 +3 +0%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$236K 6,096 +6,096 New
AWM
78
Axxcess Wealth Management
California
$231K 6,000 +6,000 New
AWS
79
Atria Wealth Solutions
New York
$228K 5,931 +5,931 New
PSF
80
Pacific Sun Financial
California
$223K 5,800 +5,800 New
RW
81
Rockport Wealth
Ohio
$221K 5,744 +5,744 New
CPRC
82
Consolidated Portfolio Review Corp
New York
$220K 5,714 +5,714 New
GS
83
GTS Securities
New York
$218K 5,669 -7,428 -57%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$218K 5,668 +4,507 +388%
BFA
85
Bright Financial Advisors
Michigan
$214K 5,555 +5,555 New
HWM
86
HB Wealth Management
Georgia
$212K 5,500 +5,500 New
KAS
87
Kestra Advisory Services
Texas
$203K 5,279 -5,614 -52%
EWM
88
EPG Wealth Management
Georgia
$196K 5,096 +5,096 New
MCM
89
Manchester Capital Management
Vermont
$153K 3,979 – –
William Blair & Company
90
William Blair & Company
Illinois
$104K 2,711 +2,450 +939%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$96.8K 2,528 +2,528 New
GWSG
92
GPS Wealth Strategies Group
Colorado
$78K 2,028 – –
CFGS
93
Concourse Financial Group Securities
Alabama
$64.2K 1,669 +169 +11%
SPIA
94
Steward Partners Investment Advisory
New York
$56.1K 1,458 -1 -0.1%
CA
95
CoreCap Advisors
Michigan
$49.5K 1,286 -284 -18%
RFG
96
REAP Financial Group
Texas
$42.2K 1,098 -444 -29%
GWM
97
Geneos Wealth Management
Colorado
$41.4K 1,075 -40 -4%
PTC
98
Private Trust Company
Ohio
$41.3K 1,072 – –
NFSG
99
Newbridge Financial Services Group
Florida
$41K 1,065 – –
PS
100
Principal Securities
Iowa
$32.6K 847 – –
2 3
4
5 6