First Trust Utilities AlphaDEX Fund
FXU
94 hedge funds and large institutions have $241M invested in First Trust Utilities AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 10 closing their positions.
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
60% more capital invested
Capital invested by funds: $151M → $241M (+$89.8M)
18% more funds holding
Funds holding: 80 → 94 (+14)
4.89% more ownership
Funds ownership: 61.33% → 66.22% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$13.4M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$10.3M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$9.93M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$615K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$610K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$525K |
| 5 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Koshinski Asset Management
Decatur,
Illinois
| – | -$73.1K | -2,150 | Closed |
|
|
PFBT
102
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$58K | -1,715 | Closed |
|
|
SCA
103
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$2.25K | -67 | Closed |
|
|
AF
104
Advisornet Financial
Minnetonka,
Minnesota
| – | -$1K | -22 | Closed |
|
FXU Hedge Fund Activity: Q2 2022 in Review
94 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q2 2022, worth a combined $241M — up 60% from $151M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FXU positions and 10 closed out — a net gain of 14 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $1.6M sold.
- 94 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q2 2022, up from 80 in Q1 2022.
- Funds reported $241M of First Trust Utilities AlphaDEX Fund stock for Q2 2022, up 60% quarter-over-quarter.
- 24 funds opened new First Trust Utilities AlphaDEX Fund positions in Q2 2022 and 10 closed out, a net change of +14 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q2 2022 was Morgan Stanley, an estimated $26.2M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q2 2022 was IHT Wealth Management, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2022.