FXU icon

First Trust Utilities AlphaDEX Fund

138 hedge funds and large institutions have $223M invested in First Trust Utilities AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
35
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
76
Iams Wealth Management
Nebraska
$272K -$120K -3,183 -31%
BTWM
77
Brass Tax Wealth Management
Ohio
$271K -$17K -450 -6%
PA
78
PSI Advisors
Florida
$271K +$1.85K +49 +0.7%
SA
79
Sanctuary Advisors
Indiana
$270K -$49K -1,256 -15%
Envestnet Portfolio Solutions
80
Envestnet Portfolio Solutions
Illinois
$269K -$530K -14,002 -66%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$268K +$53.8K +1,422 +25%
IA
82
IFP Advisors
Florida
$261K +$13.9K +367 +6%
WE
83
Wealth Effects
Massachusetts
$261K
Brown Advisory
84
Brown Advisory
Maryland
$259K -$63.2K -1,670 -20%
AFP
85
Ausdal Financial Partners
Iowa
$259K +$259K +6,844 New
CWP
86
Core Wealth Partners
California
$249K
OFS
87
OneAscent Financial Services
Alabama
$229K +$229K +6,056 New
AWM
88
Axxcess Wealth Management
California
$227K
GWP
89
Gateway Wealth Partners
Wisconsin
$225K +$225K +5,935 New
PSF
90
Pacific Sun Financial
California
$219K
WP
91
WMS Partners
Maryland
$218K +$218K +5,763 New
RW
92
Rockport Wealth
Ohio
$216K -$1.25K -33 -0.6%
BFA
93
Bright Financial Advisors
Michigan
$210K
HWM
94
HB Wealth Management
Georgia
$208K
EWM
95
EPG Wealth Management
Georgia
$191K -$1.78K -47 -0.9%
PSFG
96
Park Square Financial Group
Georgia
$173K +$173K +4,569 New
MCM
97
Manchester Capital Management
Vermont
$151K
IA
98
IFG Advisory
Georgia
$143K +$143K +33,195 New
NWM
99
Nova Wealth Management
Florida
$141K +$141K +3,734 New
Jones Financial Companies
100
Jones Financial Companies
Missouri
$115K +$19.7K +520 +21%