FXU icon

First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

80 hedge funds and large institutions have $151M invested in First Trust Utilities AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
26
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$48.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.99M
3
Truist Financial
3
Truist Financial
North Carolina
$5.33M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.23M
5
IWM
5
IHT Wealth Management
Illinois
$1.6M

Top Sellers

1
SMF
1
Sterling Manor Financial
New York
$518K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$646K
3
Wells Fargo
3
Wells Fargo
California
$5.84M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.69M
5
FTUS
5
Flow Traders U.S.
New York
$615K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$48.8M 1,435,199 +1,435,199 New
Morgan Stanley
2
Morgan Stanley
New York
$29.9M 879,321 +15,611 +2%
UBS Group
3
UBS Group
Switzerland
$8.32M 244,566 +7,650 +3%
LPL Financial
4
LPL Financial
California
$7.93M 233,264 +38,626 +20%
Wells Fargo
5
Wells Fargo
California
$5.84M 171,618 -67,353 -28%
Bank of America
6
Bank of America
North Carolina
$5.44M 159,976 +18,756 +13%
Truist Financial
7
Truist Financial
North Carolina
$5.33M 156,653 +101,440 +184%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.99M 146,632 +108,712 +287%
Stifel Financial
9
Stifel Financial
Missouri
$2.49M 73,261 +40,829 +126%
RJA
10
Raymond James & Associates
Florida
$2.26M 66,503 +2,422 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.23M 65,644 +54,043 +466%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.76M 51,793 -809 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.69M 58,504 -48,791 -45%
IWM
14
IHT Wealth Management
Illinois
$1.6M 47,146 +47,146 New
CAN
15
Cetera Advisor Networks
California
$1.43M 42,145 +33,920 +412%
RCAG
16
Rehmann Capital Advisory Group
Michigan
$1.28M 37,581 +19,138 +104%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.16M 34,093 +238 +0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.01M 29,553 -13,637 -32%
JAWM
19
J. Arnold Wealth Management
Ohio
$1M 29,462 +7,885 +37%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$993K 29,211 +13,648 +88%
LMKC
21
L.M. Kohn & Company
Ohio
$804K 23,629 +23,629 New
HWM
22
HB Wealth Management
Georgia
$764K 22,454 +22,454 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$728K 21,415 -12,680 -37%
WWM
24
Western Wealth Management
Colorado
$686K 20,168 +10,090 +100%
SFG
25
StrategIQ Financial Group
Indiana
$677K 19,895 -4,420 -18%
1
2 3 4