First Trust Utilities AlphaDEX Fund
FXU
83 hedge funds and large institutions have $95.5M invested in First Trust Utilities AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
13% more capital invested
Capital invested by funds: $84.8M → $95.5M (+$10.7M)
9% more funds holding
Funds holding: 76 → 83 (+7)
4.64% more ownership
Funds ownership: 46.6% → 51.24% (+4.6%)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.04M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$4.81M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.79M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$4.45M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$2.86M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$2.67M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.43M |
FXU Hedge Fund Activity: Q4 2021 in Review
83 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q4 2021, worth a combined $95.5M — up 13% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FXU positions and 8 closed out — a net gain of 7 holders — while 25 added to existing stakes and 24 trimmed.
The largest buyer was UBS Group, adding an estimated $6.04M. The largest seller was HighTower Advisors, exiting entirely with an estimated $4.45M sold.
- 83 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q4 2021, up from 76 in Q3 2021.
- Funds reported $95.5M of First Trust Utilities AlphaDEX Fund stock for Q4 2021, up 13% quarter-over-quarter.
- 15 funds opened new First Trust Utilities AlphaDEX Fund positions in Q4 2021 and 8 closed out, a net change of +7 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q4 2021 was UBS Group, an estimated $6.04M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q4 2021 was HighTower Advisors, an estimated $4.45M sold.
Based on aggregated 13F filings for Q4 2021.