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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

97 hedge funds and large institutions have $222M invested in First Trust Utilities AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

Holders
97
Holders Change
-6
Holders Change %
-5.83%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
30
Reduced
37
Closed
20
Calls
–
Puts
$395K
Net Calls
-$395K
Net Calls Change
-$395K

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$26.1M
2
SMF
2
Sterling Manor Financial
New York
$4.03M
3
VAS
3
Vestmark Advisory Solutions
Massachusetts
$5.74M
4
Jane Street
4
Jane Street
New York
$3.55M
5
CAM
5
Concorde Asset Management
Michigan
$2.87M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.09M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.7M
3
KAS
3
Kestra Advisory Services
Texas
$1.87M
4
LPL Financial
4
LPL Financial
California
$21.1M
5
Wells Fargo
5
Wells Fargo
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.7M 1,468,196 -189,266 -11%
JAWM
2
J. Arnold Wealth Management
Ohio
$26.1M 821,322 +776,598 +1,736%
LPL Financial
3
LPL Financial
California
$21.1M 664,187 -137,393 -17%
Wells Fargo
4
Wells Fargo
California
$12.5M 394,686 -131,696 -25%
HI
5
Harbour Investments
Wisconsin
$9.53M 299,678 +1,965 +0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.36M 231,535 +30,656 +15%
Truist Financial
7
Truist Financial
North Carolina
$6.55M 205,957 +68,548 +50%
RJA
8
Raymond James & Associates
Florida
$6.12M 192,369 +62,356 +48%
Bank of America
9
Bank of America
North Carolina
$5.87M 184,760 +1,289 +0.7%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$5.74M 180,493 +116,390 +182%
CAG
11
Csenge Advisory Group
Florida
$5.38M 169,393 +6,163 +4%
CAN
12
Cetera Advisor Networks
California
$4.34M 136,386 +1,353 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$4.13M 129,997 +88,114 +210%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.11M 129,338 -74,105 -36%
SMF
15
Sterling Manor Financial
New York
$4.03M 126,721 +126,721 New
Jane Street
16
Jane Street
New York
$3.55M 111,789 +100,587 +898%
UBS Group
17
UBS Group
Switzerland
$3.09M 97,196 -203,103 -68%
DWA
18
Delos Wealth Advisors
Texas
$2.92M 91,724 +2,332 +3%
CAM
19
Concorde Asset Management
Michigan
$2.87M 90,213 +90,213 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.75M 86,508 -7,832 -8%
Mariner
21
Mariner
Kansas
$2.4M 75,371 +7,966 +12%
CAS
22
Coppell Advisory Solutions
Texas
$2.27M 72,188 +72,188 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.23M 70,157 -16,169 -19%
KAS
24
Kestra Advisory Services
Texas
$1.87M 58,756 -184,355 -76%
Citadel Advisors
25
Citadel Advisors
Florida
$1.74M 54,586 +35,667 +189%
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