FXU icon

First Trust Utilities AlphaDEX Fund

77 hedge funds and large institutions have $109M invested in First Trust Utilities AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $111M → $109M (-$1.81M)

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.59M
2 +$1.17M
3 +$1.15M
4
PFS
Prospera Financial Services
Texas
+$1.05M
5
Goldman Sachs
Goldman Sachs
New York
+$686K

Top Sellers

1 -$5.29M
2 -$2.58M
3 -$2.17M
4
Wells Fargo
Wells Fargo
California
-$1.45M
5
Bank of America
Bank of America
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$26.7M
2
$9.54M
3
$8.65M
4
$7.11M
5
$4.77M
6
$4.38M
7
$4.18M
8
$4.13M
9
$3.89M
10
$3.06M
11
$2.77M
12
$2.53M
13
$2.45M
14
$1.88M
15
$1.85M
16
$1.78M
17
$1.68M
18
$1.17M
19
$1.15M
20
$1.11M
21
$987K
22
$954K
23
$919K
24
$864K
25
$779K