First Trust Utilities AlphaDEX Fund
FXU
100 hedge funds and large institutions have $1.09B invested in First Trust Utilities AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 38
2.44% less ownership
Funds ownership: 86.04% → 83.6% (-2.4%)
4% less funds holding
Funds holding: 104 → 100 (-4)
7% less capital invested
Capital invested by funds: $1.17B → $1.09B (-$82.2M)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$9.08M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.5M |
| 3 |
Morgan Stanley
New York
|
+$6.47M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$5.25M |
| 5 |
VF
Virtu Financial
New York
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$27.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$24.8M |
| 3 |
Goldman Sachs
New York
|
-$23.4M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.7M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$5.56M |
FXU Hedge Fund Activity: Q3 2017 in Review
100 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q3 2017, worth a combined $1.09B — down 7% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXU and 12 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 35 added.
The largest buyer was BB&T Securities, adding an estimated $9.08M. The largest seller was First Trust Advisors, cutting an estimated $27.4M.
- 100 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q3 2017, down from 104 in Q2 2017.
- Funds reported $1.09B of First Trust Utilities AlphaDEX Fund stock for Q3 2017, down 7% quarter-over-quarter.
- 12 funds opened new First Trust Utilities AlphaDEX Fund positions in Q3 2017 and 14 closed out, a net change of -2 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q3 2017 was BB&T Securities, an estimated $9.08M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q3 2017 was First Trust Advisors, an estimated $27.4M sold.
Based on aggregated 13F filings for Q3 2017.