FXU icon

First Trust Utilities AlphaDEX Fund

189 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
189
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
126
Goldman Sachs
New York
$269K
GAA
127
Global Assets Advisory
Florida
$255K
BFA
128
Bright Financial Advisors
Michigan
$252K
Mariner
129
Mariner
Kansas
$250K
AI
130
Atria Investments
North Carolina
$248K
Renaissance Technologies
131
Renaissance Technologies
New York
$245K
SPIA
132
Steward Partners Investment Advisory
New York
$245K
IA
133
IFG Advisory
Georgia
$243K
BAM
134
Belpointe Asset Management
Nevada
$241K
FCA
135
Fortis Capital Advisors
Kansas
$241K
MOS
136
MGO One Seven
Ohio
$240K
GWP
137
Gateway Wealth Partners
Wisconsin
$238K
RPGK
138
Retirement Planning Group (Kansas)
Kansas
$234K
VCM
139
Vivaldi Capital Management
Illinois
$233K
M
140
MOTCO
Texas
$227K
LSIA
141
LaSalle St. Investment Advisors
Illinois
$222K
PSF
142
Pacific Sun Financial
California
$218K
HighTower Advisors
143
HighTower Advisors
Illinois
$205K
CFD
144
Creative Financial Designs
Indiana
$200K
NWM
145
Nova Wealth Management
Florida
$185K
MCM
146
Manchester Capital Management
Vermont
$181K
NS
147
NBC Securities
Alabama
$161K
EWM
148
EPG Wealth Management
Georgia
$116K
PTC
149
Private Trust Company
Ohio
$112K
NFSG
150
Newbridge Financial Services Group
Florida
$102K