FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

120 hedge funds and large institutions have $217M invested in First Trust Utilities AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.11M
2
LPL Financial
2
LPL Financial
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.7M
4
UBS Group
4
UBS Group
Switzerland
$9.89M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.97M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$8.41M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$750K
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
101
Center for Financial Planning
Michigan
$31.7K 825 – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$28K 738 +4 +0.5%
AAP
103
Arax Advisory Partners
Colorado
$24.5K 637 -152 -19%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$19.7K 512 – –
HR
105
Howe & Rusling
New York
$19K 495 +495 New
RIA
106
Realta Investment Advisors
Delaware
$14.6K 380 – –
GRP
107
Global Retirement Partners
California
$13.5K 350 – –
SS
108
Sunbelt Securities
Texas
$12.2K 318 +1 +0.3%
AA
109
Ancora Advisors
Ohio
$9.62K 250 – –
RCM
110
Raleigh Capital Management
North Carolina
$9.43K 245 +245 New
WWM
111
Wagner Wealth Management
South Carolina
$7.86K 204 +1 +0.5%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$7.73K 201 – –
CIAS
113
Capital Investment Advisory Services
North Carolina
$5.2K 135 – –
DCM
114
Davis Capital Management
Florida
$5.04K 131 – –
FNWA
115
Financial Network Wealth Advisors
Utah
$4.62K 120 +120 New
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$3.64K 95 +95 New
KFI
117
Key Financial Inc
Pennsylvania
$3K 78 – –
TFA
118
Transamerica Financial Advisors
Florida
$3K 66 – –
AF
119
Allworth Financial
California
$1.54K 40 +40 New
DFA
120
DHJJ Financial Advisors
Illinois
$1.06K 28 +1 +4%
VAS
121
Vestmark Advisory Solutions
Massachusetts
– – -55,273 Closed
OFS
122
OneAscent Financial Services
Alabama
– – -19,944 Closed
VCM
123
Virtue Capital Management
Tennessee
– – -18,809 Closed
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
– – -13,954 Closed
KPWS
125
Kestra Private Wealth Services
Texas
– – -13,790 Closed
2 3 4
5
6