FXU icon

First Trust Utilities AlphaDEX Fund

166 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 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

20% more funds holding

Funds holding: 138166 (+28)

Holders
166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$769M
2 +$167M
3 +$77.9M
4
Wells Fargo
Wells Fargo
California
+$41.1M
5
Morgan Stanley
Morgan Stanley
New York
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
76
Rehmann Capital Advisory Group
Michigan
$518K
Citadel Advisors
77
Citadel Advisors
Florida
$512K
HI
78
Harbour Investments
Wisconsin
$502K
CF
79
Centaurus Financial
California
$496K
KWA
80
Kingswood Wealth Advisors
California
$478K
KAS
81
Kestra Advisory Services
Texas
$458K
PFS
82
Prospera Financial Services
Texas
$456K
SEIA
83
Signature Estate & Investment Advisors
California
$453K
OCPWS
84
One Charles Private Wealth Services
Massachusetts
$442K
MWM
85
Meridian Wealth Management
Kentucky
$427K
CCA
86
Cottonwood Capital Advisors
Utah
$409K
AFP
87
Ausdal Financial Partners
Iowa
$408K
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$407K
WA
89
Waverly Advisors
Alabama
$397K
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$395K
KA
91
Kovack Advisors
Florida
$390K
WWM
92
Western Wealth Management
Colorado
$389K
FFA
93
Farther Finance Advisors
California
$387K
OMC
94
Old Mission Capital
Illinois
$381K
HWM
95
HB Wealth Management
Georgia
$379K
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$375K
CA
97
Claro Advisors
Massachusetts
$367K
NFG
98
Nations Financial Group
Iowa
$367K
IAIM
99
International Assets Investment Management
Florida
$365K
RIA
100
Regal Investment Advisors
Michigan
$358K