First Trust Utilities AlphaDEX Fund
FXU
91 hedge funds and large institutions have $244M invested in First Trust Utilities AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
83% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 18
21% more funds holding
Funds holding: 75 → 91 (+16)
19% more capital invested
Capital invested by funds: $205M → $244M (+$38.1M)
1.59% more ownership
Funds ownership: 61.34% → 62.94% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$9.67M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.65M |
| 3 |
Morgan Stanley
New York
|
+$3.99M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.94M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$4.02M |
| 2 |
VF
Virtu Financial
New York
|
-$3.62M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$1.52M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$836K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$569K |
FXU Hedge Fund Activity: Q4 2018 in Review
91 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q4 2018, worth a combined $244M — up 19% from $205M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FXU positions and 9 closed out — a net gain of 16 holders — while 33 added to existing stakes and 18 trimmed.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $9.67M. The largest seller was Stifel Financial, cutting an estimated $4.02M.
- 91 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q4 2018, up from 75 in Q3 2018.
- Funds reported $244M of First Trust Utilities AlphaDEX Fund stock for Q4 2018, up 19% quarter-over-quarter.
- 25 funds opened new First Trust Utilities AlphaDEX Fund positions in Q4 2018 and 9 closed out, a net change of +16 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q4 2018 was Niemann Capital Management, an estimated $9.67M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q4 2018 was Stifel Financial, an estimated $4.02M sold.
Based on aggregated 13F filings for Q4 2018.