First Trust Utilities AlphaDEX Fund
FXU
104 hedge funds and large institutions have $1.03B invested in First Trust Utilities AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
9% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 33
0.39% more ownership
Funds ownership: 81.32% → 81.71% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less funds holding
Funds holding: 105 → 104 (-1)
4% less capital invested
Capital invested by funds: $1.06B → $1.03B (-$39.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$11.9M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$10.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.54M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.71M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$13M |
| 2 |
Morgan Stanley
New York
|
-$11.5M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$10.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.21M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.87M |
FXU Hedge Fund Activity: Q4 2019 in Review
104 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q4 2019, worth a combined $1.03B — down 3.7% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FXU positions and 16 closed out — a net gain of 2 holders — while 36 added to existing stakes and 33 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $11.9M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $13M.
- 104 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q4 2019, down from 105 in Q3 2019.
- Funds reported $1.03B of First Trust Utilities AlphaDEX Fund stock for Q4 2019, down 3.7% quarter-over-quarter.
- 18 funds opened new First Trust Utilities AlphaDEX Fund positions in Q4 2019 and 16 closed out, a net change of +2 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q4 2019 was Truist Financial, an estimated $11.9M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q4 2019 was Raymond James Financial Services Advisors, an estimated $13M sold.
Based on aggregated 13F filings for Q4 2019.