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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

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
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$769M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$168M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$77.9M
4
Wells Fargo
4
Wells Fargo
California
$55.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$81.5M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$502K
2
Truist Financial
2
Truist Financial
North Carolina
$3.1M
3
CAG
3
Csenge Advisory Group
Florida
$9.64M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.42M
5
RAS
5
RPS Advisory Solutions
Kentucky
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$10.7K 261 – –
AA
152
Ancora Advisors
Ohio
$10.3K 250 – –
BTI
153
Blue Trust Inc
Georgia
$9.05K 221 +1 +0.5%
T
154
Transce3nd
Texas
$8.49K 207 – –
MHR
155
Matthew Hamilton Rosenberg
$8.2K 200 +200 New
PWA
156
Physician Wealth Advisors
Utah
$6.32K 154 – –
CIAS
157
Capital Investment Advisory Services
North Carolina
$5.54K 135 – –
DCM
158
Davis Capital Management
Florida
$5.37K 131 – –
FNWA
159
Financial Network Wealth Advisors
Utah
$4.92K 120 +120 New
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$3.9K 95 – –
KFI
161
Key Financial Inc
Pennsylvania
$3.2K 78 – –
Russell Investments Group
162
Russell Investments Group
United Kingdom
$2.34K 57 -7 -11%
AF
163
Advisornet Financial
Minnesota
$2.21K 54 +54 New
AF
164
Allworth Financial
California
$1.64K 40 -304 -88%
WWM
165
Wagner Wealth Management
South Carolina
$1.52K 37 -169 -82%
DFA
166
DHJJ Financial Advisors
Illinois
$1.14K 28 – –
RAS
167
RPS Advisory Solutions
Kentucky
– – -43,031 Closed
HPC
168
Hobart Private Capital
North Carolina
– – -39,429 Closed
IWM
169
Iams Wealth Management
Nebraska
– – -7,188 Closed
PA
170
PSI Advisors
Florida
– – -7,169 Closed
Brown Advisory
171
Brown Advisory
Maryland
– – -6,851 Closed
GWP
172
Gateway Wealth Partners
Wisconsin
– – -5,935 Closed
WP
173
WMS Partners
Maryland
– – -5,763 Closed
RW
174
Rockport Wealth
Ohio
– – -5,711 Closed
CFGS
175
Concourse Financial Group Securities
Alabama
– – -1,500 Closed
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