First Trust Utilities AlphaDEX Fund
FXU
138 hedge funds and large institutions have $223M invested in First Trust Utilities AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.
182% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 11
15% more funds holding
Funds holding: 120 → 138 (+18)
3% more capital invested
Capital invested by funds: $217M → $223M (+$5.48M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.05% less ownership
Funds ownership: 71% → 64.95% (-6%)
22% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.56M |
| 2 |
Morgan Stanley
New York
|
+$6.95M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.95M |
| 4 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
+$1.67M |
| 5 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.77M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$5.73M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.56M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.44M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$615K |
FXU Hedge Fund Activity: Q4 2024 in Review
138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q4 2024, worth a combined $223M — up 2.5% from $217M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new FXU positions and 11 closed out — a net gain of 20 holders — while 35 added to existing stakes and 45 trimmed.
The largest buyer was Bank of America, adding an estimated $9.56M. The largest seller was Envestnet Asset Management, cutting an estimated $7.77M.
- 138 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q4 2024, up from 120 in Q3 2024.
- Funds reported $223M of First Trust Utilities AlphaDEX Fund stock for Q4 2024, up 2.5% quarter-over-quarter.
- 31 funds opened new First Trust Utilities AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +20 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q4 2024 was Bank of America, an estimated $9.56M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q4 2024 was Envestnet Asset Management, an estimated $7.77M sold.
Based on aggregated 13F filings for Q4 2024.