First Trust Utilities AlphaDEX Fund
FXU
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.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
7% more funds holding
Funds holding: 74 → 79 (+5)
0.66% less ownership
Funds ownership: 47.96% → 47.29% (-0.66%)
2% less capital invested
Capital invested by funds: $87.4M → $85.4M (-$2.04M)
41% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.11M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.46M |
| 3 |
Morgan Stanley
New York
|
+$854K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$329K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.45M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.03M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.95M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 5 |
LPL Financial
San Diego,
California
|
-$681K |
FXU Hedge Fund Activity: Q2 2021 in Review
79 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q2 2021, worth a combined $85.4M — down 2.3% from $87.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FXU positions and 8 closed out — a net gain of 6 holders — while 16 added to existing stakes and 27 trimmed.
The largest buyer was UBS Group, adding an estimated $6.11M. The largest seller was Centaurus Financial, exiting entirely with an estimated $2.45M sold.
- 79 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q2 2021, up from 74 in Q1 2021.
- Funds reported $85.4M of First Trust Utilities AlphaDEX Fund stock for Q2 2021, down 2.3% quarter-over-quarter.
- 14 funds opened new First Trust Utilities AlphaDEX Fund positions in Q2 2021 and 8 closed out, a net change of +6 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q2 2021 was UBS Group, an estimated $6.11M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q2 2021 was Centaurus Financial, an estimated $2.45M sold.
Based on aggregated 13F filings for Q2 2021.