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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

72 hedge funds and large institutions have $169M invested in First Trust Utilities AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 20 closing their positions.

Holders
72
Holders Change
-14
Holders Change %
-16.28%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.4M
2
UBS Group
2
UBS Group
Switzerland
$10.1M
3
Wells Fargo
3
Wells Fargo
California
$16.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.59M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.95M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.93M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$38.1M 1,461,562 +6,668 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$32.4M 1,236,461 +583,829 +89%
RJA
3
Raymond James & Associates
Florida
$17.1M 654,552 +38,172 +6%
Wells Fargo
4
Wells Fargo
California
$16.6M 635,642 +244,143 +62%
UBS Group
5
UBS Group
Switzerland
$10.1M 386,547 +252,829 +189%
Bank of America
6
Bank of America
North Carolina
$8.56M 326,830 +67,648 +26%
Stifel Financial
7
Stifel Financial
Missouri
$6.59M 251,839 +222,414 +756%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.95M 226,354 +215,308 +1,949%
LPL Financial
9
LPL Financial
California
$5.56M 212,487 +114,953 +118%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.38M 128,958 -21,266 -14%
BTS
11
BB&T Securities
Virginia
$3.32M 126,915 -6,470 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.93M 112,028 -30,091 -21%
SMG
13
Smart Money Group
Texas
$2.53M 96,697 +96,697 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.61M 61,406 +48,883 +390%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.5M 57,277 +2,884 +5%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.04M 40,856 – –
Baird Financial Group
17
Baird Financial Group
Wisconsin
$990K 37,810 +37,810 New
Citadel Advisors
18
Citadel Advisors
Florida
$948K 36,216 +36,216 New
AA
19
Advisory Alpha
Michigan
$932K 35,878 +3,114 +10%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$777K 29,676 +4,865 +20%
SG Americas Securities
21
SG Americas Securities
New York
$707K 26,999 +22,767 +538%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$638K 24,360 -1,485 -6%
HFS
23
HL Financial Services
Kentucky
$549K 20,970 -2,017 -9%
CWM
24
Cornerstone Wealth Management
Missouri
$518K 13,632 +13,632 New
SB
25
Suntrust Banks
Georgia
$458K 17,787 -3,913 -18%
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