First Trust Utilities AlphaDEX Fund
FXU
198 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 48 reducing their positions, and 9 closing their positions.
344% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 9
67% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 48
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more funds holding
Funds holding: 168 → 198 (+30)
4% less capital invested
Capital invested by funds: $1.51B → $1.45B (-$64.4M)
184.17% less ownership
Funds ownership: 271.64% → 87.47% (-184%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.8M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$15.8M |
| 4 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$15.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$168M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$92.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$77.9M |
| 4 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$2.71M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
201
Advisors Preferred
Rockville,
Maryland
| – | -$623K | -15,126 | Closed |
|
202
Citadel Advisors
Miami,
Florida
| – | -$512K | -12,492 | Closed |
|
203
Envestnet Portfolio Solutions
Chicago,
Illinois
| – | -$407K | -9,918 | Closed |
|
|
OMC
204
Old Mission Capital
Chicago,
Illinois
| – | -$381K | -9,300 | Closed |
|
|
AWS
205
Atria Wealth Solutions
New York
| – | -$248K | -6,042 | Closed |
|
|
MHR
206
Matthew Hamilton Rosenberg
| – | -$8.2K | -200 | Closed |
|
|
AF
207
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.21K | -54 | Closed |
|
FXU Hedge Fund Activity: Q2 2025 in Review
198 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q2 2025, worth a combined $1.45B — down 4.3% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FXU positions and 9 closed out — a net gain of 31 holders — while 80 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.8M. The largest seller was Susquehanna International Group, cutting an estimated $168M.
- 198 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q2 2025, up from 168 in Q1 2025.
- Funds reported $1.45B of First Trust Utilities AlphaDEX Fund stock for Q2 2025, down 4.3% quarter-over-quarter.
- 40 funds opened new First Trust Utilities AlphaDEX Fund positions in Q2 2025 and 9 closed out, a net change of +31 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $31.8M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $168M sold.
Based on aggregated 13F filings for Q2 2025.