FXU icon

First Trust Utilities AlphaDEX Fund

166 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$354K 8,636 +7,905 +1,081%
SPWM
102
Schrum Private Wealth Management
Florida
$345K 8,411
MC
103
Moors & Cabot
Massachusetts
$338K 8,238 -560 -6%
SWM
104
Spire Wealth Management
Virginia
$326K 7,954
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$316K 7,705 +144 +2%
CAS
106
Coppell Advisory Solutions
Texas
$304K 7,347 -16,041 -69%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$302K 7,415 +4,367 +143%
BTWM
108
Brass Tax Wealth Management
Ohio
$287K 6,999 -177 -2%
IA
109
IFP Advisors
Florida
$283K 6,907
WE
110
Wealth Effects
Massachusetts
$283K 6,898
RFA
111
ROI Financial Advisors
Oregon
$277K 6,764 -628 -8%
CWP
112
Core Wealth Partners
California
$269K 6,560 -15 -0.2%
OFS
113
OneAscent Financial Services
Alabama
$250K 6,087 +31 +0.5%
AWS
114
Atria Wealth Solutions
New York
$248K 6,042 +6,042 New
AWM
115
Axxcess Wealth Management
California
$246K 6,000
Goldman Sachs
116
Goldman Sachs
New York
$243K 5,927 -2,569 -30%
PSF
117
Pacific Sun Financial
California
$230K 5,600 -200 -3%
BFA
118
Bright Financial Advisors
Michigan
$228K 5,555
FCA
119
Fortis Capital Advisors
Kansas
$224K 5,459 +5,459 New
BAM
120
Belpointe Asset Management
Nevada
$224K 5,459 +5,459 New
IA
121
IFG Advisory
Georgia
$217K 5,281 -27,914 -84%
MOS
122
MGO One Seven
Ohio
$214K 5,214 +5,214 New
VCM
123
Vivaldi Capital Management
Illinois
$210K 5,130 +5,130 New
LSIA
124
LaSalle St. Investment Advisors
Illinois
$210K 5,124 +5,124 New
MWM
125
MGB Wealth Management
Texas
$209K 5,090 +5,090 New