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First Trust Utilities AlphaDEX Fund
FXU

168 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 45 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more capital invested

Capital invested by funds: $223M → $1.51B (+$1.29B)

246% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 13

206.68% more ownership

Funds ownership: 64.95% → 271.64% (+207%)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

22% more funds holding

Funds holding: 138 → 168 (+30)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$743M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$161M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$75.2M
4
Wells Fargo
Wells Fargo
California
+$39.7M
5
Morgan Stanley
Morgan Stanley
New York
+$30.7M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$8M
2
Truist Financial
Truist Financial
North Carolina
-$5.01M
3
CAG
Csenge Advisory Group
Florida
-$3.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.81M
5
RAS
RPS Advisory Solutions
Kentucky
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
151
Sunbelt Securities
Texas
$13.1K +$40 +1 +0.3%
MCM
152
MAI Capital Management
Ohio
$11.1K – – –
William Blair & Company
153
William Blair & Company
Illinois
$10.7K – – –
AA
154
Ancora Advisors
Ohio
$10.3K – – –
BTI
155
Blue Trust Inc
Georgia
$9.05K +$40 +1 +0.5%
T
156
Transce3nd
Texas
$8.49K – – –
MHR
157
Matthew Hamilton Rosenberg
$8.2K +$7.92K +200 New
PWA
158
Physician Wealth Advisors
Utah
$6.32K – – –
CIAS
159
Capital Investment Advisory Services
North Carolina
$5.54K – – –
DCM
160
Davis Capital Management
Florida
$5.37K – – –
FNWA
161
Financial Network Wealth Advisors
Utah
$4.92K +$4.75K +120 New
OSAM
162
O'Shaughnessy Asset Management
Connecticut
$3.9K – – –
KFI
163
Key Financial Inc
Pennsylvania
$3.2K – – –
Russell Investments Group
164
Russell Investments Group
United Kingdom
$2.34K -$277 -7 -11%
AF
165
Advisornet Financial
Minnesota
$2.21K +$2.14K +54 New
AF
166
Allworth Financial
California
$1.64K -$12K -304 -88%
WWMSC
167
Wagner Wealth Management (South Carolina)
South Carolina
$1.52K -$6.69K -169 -82%
DFA
168
DHJJ Financial Advisors
Illinois
$1.14K – – –
RAS
169
RPS Advisory Solutions
Kentucky
– -$1.63M -43,031 Closed
HPC
170
Hobart Private Capital
North Carolina
– -$1.49M -39,429 Closed
IWM
171
Iams Wealth Management
Nebraska
– -$272K -7,188 Closed
PA
172
PSI Advisors
Florida
– -$271K -7,169 Closed
Brown Advisory
173
Brown Advisory
Maryland
– -$259K -6,851 Closed
GWP
174
Gateway Wealth Partners
Wisconsin
– -$225K -5,935 Closed
WP
175
WMS Partners
Maryland
– -$218K -5,763 Closed
4 5 6
7
8

FXU Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2025, worth a combined $1.51B — up 581% from $223M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FXU positions and 13 closed out — a net gain of 32 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $743M. The largest seller was Harbour Investments, cutting an estimated $8M.

  • 168 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.51B of First Trust Utilities AlphaDEX Fund stock for Q1 2025, up 581% quarter-over-quarter.
  • 45 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2025 and 13 closed out, a net change of +32 holders.
  • The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2025 was First Trust Advisors, an estimated $743M added.
  • The largest First Trust Utilities AlphaDEX Fund seller in Q1 2025 was Harbour Investments, an estimated $8M sold.

Based on aggregated 13F filings for Q1 2025.