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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

114 hedge funds and large institutions have $255M invested in First Trust Utilities AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
42
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$9.97M
2
Bank of America
2
Bank of America
North Carolina
$11.6M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.1M
4
CAM
4
Concorde Asset Management
Michigan
$2.7M
5
Mariner
5
Mariner
Kansas
$2.25M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$381K
2
AWM
2
AE Wealth Management
Kansas
$3.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Wells Fargo
4
Wells Fargo
California
$18M
5
FEG
5
Financial Enhancement Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$12.1K 364 -6 -2%
CASC
102
Coppell Advisory Solutions Corp
Texas
$11.8K 354 +354 New
CAS
103
Coppell Advisory Solutions
Texas
$11.8K 354 +354 New
TAM
104
Tucker Asset Management
Colorado
$10.1K 300 – –
William Blair & Company
105
William Blair & Company
Illinois
$8.67K 261 – –
AA
106
Ancora Advisors
Ohio
$8K 250 – –
WWM
107
Wagner Wealth Management
South Carolina
$7.31K 220 – –
TFA
108
Transamerica Financial Advisors
Florida
$6K 167 -39,960 -100%
CIAS
109
Capital Investment Advisory Services
North Carolina
$4.48K 135 – –
BWM
110
Baystate Wealth Management
Massachusetts
$4K 120 +120 New
GI
111
Gradient Investments
Minnesota
$3.49K 105 – –
KFI
112
Key Financial Inc
Pennsylvania
$2.38K 78 – –
EE
113
EWG Elevate
California
$830 25 +25 New
PAG
114
Private Advisor Group
New Jersey
$515 15,505 -37,871 -71%
FEG
115
Financial Enhancement Group
Indiana
– – -145,726 Closed
SPC
116
Sigma Planning Corp
Michigan
– – -43,834 Closed
FTUS
117
Flow Traders U.S.
New York
– – -41,214 Closed
KA
118
Kovack Advisors
Florida
– – -33,657 Closed
TRCT
119
Tower Research Capital (TRC)
New York
– – -28,308 Closed
Jane Street
120
Jane Street
New York
– – -27,369 Closed
OBWG
121
Onyx Bridge Wealth Group
New York
– – -25,511 Closed
LMKC
122
L.M. Kohn & Company
Ohio
– – -14,127 Closed
LS
123
Leelyn Smith
Illinois
– – -13,652 Closed
WAP
124
Wealthcare Advisory Partners
Pennsylvania
– – -11,665 Closed
PAG
125
Private Advisory Group
Washington
– – -10,911 Closed
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5
6