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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

79 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 43 reducing their positions, and 26 closing their positions.

Holders
79
Holders Change
-15
Holders Change %
-15.96%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
10
Reduced
43
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$1.85M
2
FTUS
2
Flow Traders U.S.
New York
$1.36M
3
Jane Street
3
Jane Street
New York
$2.48M
4
TI
4
Trexquant Investment
Connecticut
$818K
5
FEM
5
Fulcrum Equity Management
Texas
$787K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
Bank of America
4
Bank of America
North Carolina
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.3M 1,136,177 -1,434,327 -56%
Bank of America
2
Bank of America
North Carolina
$11.3M 436,498 -560,140 -56%
Wells Fargo
3
Wells Fargo
California
$11.1M 429,191 -1,592,807 -79%
UBS Group
4
UBS Group
Switzerland
$10.5M 405,828 -507,440 -56%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.2M 395,313 -123,247 -24%
Truist Financial
6
Truist Financial
North Carolina
$8.09M 314,001 -43,849 -12%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$5.71M 221,437 -5,602 -2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$4.9M 189,876 -42,693 -18%
LPL Financial
9
LPL Financial
California
$4.82M 186,867 -92,098 -33%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.99M 154,788 +19,983 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.8M 147,369 -250,280 -63%
IAIM
12
International Assets Investment Management
Florida
$3.32M 82,761 -4,525 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.17M 122,906 -161,992 -57%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.78M 107,721 -53,277 -33%
RJA
15
Raymond James & Associates
Florida
$2.76M 107,009 -322,281 -75%
Stifel Financial
16
Stifel Financial
Missouri
$2.49M 96,685 -20,985 -18%
Jane Street
17
Jane Street
New York
$2.48M 96,225 +42,457 +79%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.4M 93,166 -2,919 -3%
TRCT
19
Tower Research Capital (TRC)
New York
$2M 77,546 +12,281 +19%
VCM
20
Virtue Capital Management
Tennessee
$1.85M 71,608 +71,608 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1.76M 68,186 -51,722 -43%
Citadel Advisors
22
Citadel Advisors
Florida
$1.37M 53,059 -10,659 -17%
FTUS
23
Flow Traders U.S.
New York
$1.36M 52,896 +52,896 New
PFS
24
Prospera Financial Services
Texas
$1.15M 44,641 -7,777 -15%
JAWM
25
J. Arnold Wealth Management
Ohio
$923K 35,813 -91,398 -72%
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