FXU icon

First Trust Utilities AlphaDEX Fund

79 hedge funds and large institutions have $85.4M invested in First Trust Utilities AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.5M 917,341 +27,874 +3%
UBS Group
2
UBS Group
Switzerland
$7.3M 244,009 +199,470 +448%
Wells Fargo
3
Wells Fargo
California
$5.68M 189,802 -11,750 -6%
IAIM
4
International Assets Investment Management
Florida
$5.53M 97,753 -66,263 -40%
LPL Financial
5
LPL Financial
California
$4.28M 142,986 -22,224 -13%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$4.24M 141,771 -1,746 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.23M 141,283 +47,625 +51%
Bank of America
8
Bank of America
North Carolina
$4.19M 140,092 -18,274 -12%
Citadel Advisors
9
Citadel Advisors
Florida
$1.98M 66,172 -63,722 -49%
RJA
10
Raymond James & Associates
Florida
$1.88M 62,908 -2,920 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.54M 51,473 -3,483 -6%
Truist Financial
12
Truist Financial
North Carolina
$1.38M 45,984 -1,877 -4%
Stifel Financial
13
Stifel Financial
Missouri
$999K 33,373 +1,702 +5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$866K 28,946 +7,483 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$841K 28,083 -6,888 -20%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$776K 25,912 +2,927 +13%
SFG
17
StrategIQ Financial Group
Indiana
$733K 24,475 -35 -0.1%
SWM
18
Spire Wealth Management
Virginia
$705K 23,553 +964 +4%
TRCT
19
Tower Research Capital (TRC)
New York
$605K 20,201 +2,983 +17%
MAP
20
Milestone Advisory Partners
North Carolina
$458K 15,287
JAWM
21
J. Arnold Wealth Management
Ohio
$441K 14,724 +2,110 +17%
AW
22
ACG Wealth
Georgia
$435K 14,523 -11,050 -43%
PFS
23
Prospera Financial Services
Texas
$400K 13,363 -4,172 -24%
FTUS
24
Flow Traders U.S.
New York
$397K 13,254 -14,914 -53%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$381K 12,730 -2,055 -14%