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First Trust Utilities AlphaDEX Fund
FXU

168 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more capital invested

Capital invested by funds: $223M → $1.51B (+$1.29B)

246% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 13

206.68% more ownership

Funds ownership: 64.95% → 271.64% (+207%)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

22% more funds holding

Funds holding: 138 → 168 (+30)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$743M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$161M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$75.2M
4
Wells Fargo
Wells Fargo
California
+$39.7M
5
Morgan Stanley
Morgan Stanley
New York
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$8M
2
Truist Financial
Truist Financial
North Carolina
-$5.01M
3
CAG
Csenge Advisory Group
Florida
-$3.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.81M
5
RAS
RPS Advisory Solutions
Kentucky
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$518K +$2.26K +57 +0.5%
Citadel Advisors
77
Citadel Advisors
Florida
$512K -$1.08M -27,367 -69%
HI
78
Harbour Investments
Wisconsin
$502K -$8M -202,022 -94%
CF
79
Centaurus Financial
California
$496K +$13.6K +343 +3%
IFG
80
Independent Financial Group
California
$481K +$464K +11,731 New
KWA
81
Kingswood Wealth Advisors
California
$478K -$211K -5,343 -31%
KAS
82
Kestra Advisory Services
Texas
$458K +$10.6K +267 +2%
PFS
83
Prospera Financial Services
Texas
$456K +$82.2K +2,076 +23%
SEIA
84
Signature Estate & Investment Advisors
California
$453K +$2.18K +55 +0.5%
OCPWS
85
One Charles Private Wealth Services
Massachusetts
$442K -$8.19K -207 -2%
MWM
86
Meridian Wealth Management
Kentucky
$427K – – –
CCA
87
Cottonwood Capital Advisors
Utah
$409K -$1.35K -34 -0.3%
AFP
88
Ausdal Financial Partners
Iowa
$408K +$123K +3,096 +45%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$407K +$111K +2,803 +39%
WA
90
Waverly Advisors
Alabama
$397K -$57.4K -1,450 -13%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$395K -$189K -4,779 -33%
KA
92
Kovack Advisors
Florida
$390K +$376K +9,512 New
WWM
93
Western Wealth Management
Colorado
$389K +$792 +20 +0.2%
FFA
94
Farther Finance Advisors
California
$387K +$371K +9,384 New
OMC
95
Old Mission Capital
Illinois
$381K +$368K +9,300 New
HWM
96
HB Wealth Management
Georgia
$379K +$148K +3,750 +68%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$375K -$79.5K -2,008 -18%
CA
98
Claro Advisors
Massachusetts
$367K +$354K +8,941 New
NFG
99
Nations Financial Group
Iowa
$367K +$68K +1,719 +24%
IAIM
100
International Assets Investment Management
Florida
$365K +$237 +6 +0.1%
2 3
4
5 6

FXU Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2025, worth a combined $1.51B — up 581% from $223M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FXU positions and 13 closed out — a net gain of 32 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $743M. The largest seller was Harbour Investments, cutting an estimated $8M.

  • 168 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.51B of First Trust Utilities AlphaDEX Fund stock for Q1 2025, up 581% quarter-over-quarter.
  • 45 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2025 and 13 closed out, a net change of +32 holders.
  • The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2025 was First Trust Advisors, an estimated $743M added.
  • The largest First Trust Utilities AlphaDEX Fund seller in Q1 2025 was Harbour Investments, an estimated $8M sold.

Based on aggregated 13F filings for Q1 2025.