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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

103 hedge funds and large institutions have $216M invested in First Trust Utilities AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
103
Holders Change
-11
Holders Change %
-9.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
36
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Delos Wealth Advisors
Texas
$2.93M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.4M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.1M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
TRCT
5
Tower Research Capital (TRC)
New York
$862K

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$0
2
Bank of America
2
Bank of America
North Carolina
$6.02M
3
AWM
3
AE Wealth Management
Kansas
$297K
4
CAM
4
Concorde Asset Management
Michigan
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
101
Key Financial Inc
Pennsylvania
$2.56K 78 – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$1.97K 60 +60 New
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.27K 38,563 +2,944 +8%
VCM
104
Virtue Capital Management
Tennessee
– – -464,738 Closed
CAM
105
Concorde Asset Management
Michigan
– – -81,351 Closed
MWM
106
MinichMacGregor Wealth Management
New York
– – -61,590 Closed
HighTower Advisors
107
HighTower Advisors
Illinois
– – -47,920 Closed
HAS
108
HBW Advisory Services
California
– – -20,503 Closed
AWM
109
Apollon Wealth Management
South Carolina
– – -19,530 Closed
MA
110
Mutual Advisors
Nebraska
– – -13,516 Closed
CWM
111
Congress Wealth Management
Massachusetts
– – -11,461 Closed
EA
112
Eudaimonia Advisors
Tennessee
– – -6,881 Closed
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
– – -6,788 Closed
CA
114
Cetera Advisors
Colorado
– – -6,595 Closed
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
– – -3,637 Closed
JIR
116
James Investment Research
Ohio
– – -3,000 Closed
MCC
117
Money Concepts Capital
Florida
– – -2,478 Closed
BONH
118
Bank of New Hampshire
New Hampshire
– – -1,242 Closed
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
– – -663 Closed
RIA
120
Realta Investment Advisors
Delaware
– – -580 Closed
GMA
121
Glassy Mountain Advisors
Maryland
– – -482 Closed
FA
122
Fiduciary Alliance
South Carolina
– – -371 Closed
CASC
123
Coppell Advisory Solutions Corp
Texas
– – -354 Closed
CAS
124
Coppell Advisory Solutions
Texas
– – -354 Closed
WWM
125
Wagner Wealth Management
South Carolina
– – -220 Closed
2 3 4
5
6