FXU icon

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 Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
– -$203K -6,643 Closed
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
– -$106 -3,454 Closed
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
– -$14K -459 Closed
2 3 4 5
6