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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$743M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$161M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$75.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$39.7M |
| 5 |
Morgan Stanley
New York
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$8M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$5.01M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$3.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.81M |
| 5 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RW
176
Rockport Wealth
Fairview Park,
Ohio
| – | -$216K | -5,711 | Closed |
|
|
CFGS
177
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$58.2K | -1,500 | Closed |
|
|
KIM
178
Kestra Investment Management
Austin,
Texas
| – | -$12.6K | -334 | Closed |
|
179
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$7.6K | -201 | Closed |
|
|
HR
180
Howe & Rusling
Rochester,
New York
| – | -$2.54K | -67 | Closed |
|
|
TAM
181
Tucker Asset Management
Littleton,
Colorado
| – | -$2.19K | -58 | Closed |
|
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.