FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

195 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
77
Reduced
49
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.5M
2
LPL Financial
LPL Financial
California
+$22.2M
3
Raymond James Financial
Raymond James Financial
Florida
+$16.2M
4
RW
Rockport Wealth
Ohio
+$15.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.6M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$171M
2
First Trust Advisors
First Trust Advisors
Illinois
-$94.6M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$77.9M
4
NP
Nilsine Partners
Colorado
-$2.77M
5
GM
GeoWealth Management
Illinois
-$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
176
Sunbelt Securities
Texas
$12K – – –
MCM
177
MAI Capital Management
Ohio
$11.4K – – –
William Blair & Company
178
William Blair & Company
Illinois
$11.1K – – –
AA
179
Ancora Advisors
Ohio
$10.6K – – –
CI
180
CX Institutional
Indiana
$9K -$44.1K -1,023 -83%
TCOV
181
Trust Company of Vermont
Vermont
$8.48K +$8.48K +200 New
PWA
182
Physician Wealth Advisors
Utah
$6.53K – – –
T
183
Transce3nd
Texas
$5.93K -$2.84K -67 -32%
CIAS
184
Capital Investment Advisory Services
North Carolina
$5.72K – – –
FNWA
185
Financial Network Wealth Advisors
Utah
$5.09K – – –
ACA
186
Aptus Capital Advisors
Alabama
$4.7K +$4.7K +111 New
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$4.03K – – –
KFI
188
Key Financial Inc
Pennsylvania
$3.31K – – –
SWM
189
Spire Wealth Management
Virginia
$2.6K -$336K -7,893 -99%
LWMI
190
Legacy Wealth Management (Idaho)
Idaho
$2.54K +$2.54K +60 New
LIS
191
Legacy Investment Solutions
Idaho
$2.54K +$2.54K +60 New
Russell Investments Group
192
Russell Investments Group
United Kingdom
$2.42K – – –
AF
193
Allworth Financial
California
$1.7K – – –
WWM
194
Wagner Wealth Management
South Carolina
$1.57K – – –
DFA
195
DHJJ Financial Advisors
Illinois
$1.19K – – –
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
– -$77.9M -1,900,000 Closed
FTUS
197
Flow Traders U.S.
New York
– -$970K -23,656 Closed
AP
198
Advisors Preferred
Maryland
– -$623K -15,126 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$512K -12,492 Closed
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
– -$407K -9,918 Closed
5 6 7
8
9