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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

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.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
31
Increased
35
Reduced
45
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$45.8M
3
Wells Fargo
3
Wells Fargo
California
$13.2M
4
RAS
4
RPS Advisory Solutions
Kentucky
$1.63M
5
HPC
5
Hobart Private Capital
North Carolina
$1.49M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.68M
2
Truist Financial
2
Truist Financial
North Carolina
$7.65M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$590K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$545K
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
126
Wagner Wealth Management
South Carolina
$7.78K +$76 +2 +1%
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$7.6K – – –
PWA
128
Physician Wealth Advisors
Utah
$5.83K +$5.83K +154 New
CIAS
129
Capital Investment Advisory Services
North Carolina
$5.11K – – –
DCM
130
Davis Capital Management
Florida
$4.96K – – –
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$3.59K – – –
TFA
132
Transamerica Financial Advisors
Florida
$3K – – –
KFI
133
Key Financial Inc
Pennsylvania
$2.95K – – –
HR
134
Howe & Rusling
New York
$2.54K -$16.2K -428 -86%
Russell Investments Group
135
Russell Investments Group
United Kingdom
$2.42K +$2.42K +64 New
TAM
136
Tucker Asset Management
Colorado
$2.19K +$2.19K +58 New
DFA
137
DHJJ Financial Advisors
Illinois
$1.05K – – –
NS
138
NBC Securities
Alabama
$273 -$297K -7,612 -100%
BCI
139
Brinker Capital Investments
Pennsylvania
– -$615K -15,973 Closed
OPS
140
Orion Portfolio Solutions
Nebraska
– -$615K -15,973 Closed
LMKC
141
L.M. Kohn & Company
Ohio
– -$491K -12,756 Closed
AP
142
Advisors Preferred
Maryland
– -$400K -10,335 Closed
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
– -$236K -6,096 Closed
AWS
144
Atria Wealth Solutions
New York
– -$228K -5,931 Closed
CPRC
145
Consolidated Portfolio Review Corp
New York
– -$220K -5,714 Closed
NFSG
146
Newbridge Financial Services Group
Florida
– -$41K -1,065 Closed
RIA
147
Realta Investment Advisors
Delaware
– -$14.6K -380 Closed
RCM
148
Raleigh Capital Management
North Carolina
– -$9.43K -245 Closed
FNWA
149
Financial Network Wealth Advisors
Utah
– -$4.62K -120 Closed
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