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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

120 hedge funds and large institutions have $217M invested in First Trust Utilities AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+10
Holders Change %
+9.09%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
46
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$8.11M
2
LPL Financial
2
LPL Financial
California
$20.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.7M
4
UBS Group
4
UBS Group
Switzerland
$9.89M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.97M

Top Sellers

1
HI
1
Harbour Investments
Wisconsin
$8.41M
2
VAS
2
Vestmark Advisory Solutions
Massachusetts
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$750K
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
VCM
5
Virtue Capital Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$39.7M 1,031,756 +104,906 +11%
LPL Financial
2
LPL Financial
California
$20.9M 542,849 +106,150 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.5M 403,490 +19,184 +5%
Truist Financial
4
Truist Financial
North Carolina
$13.5M 350,049 -16,180 -4%
CAG
5
Csenge Advisory Group
Florida
$12.3M 323,514 +12,051 +4%
UBS Group
6
UBS Group
Switzerland
$9.89M 256,935 +76,775 +43%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$9.67M 251,179 +65,663 +35%
PCH
8
PGIM Custom Harvest
New Jersey
$9M 233,817 -11,409 -5%
Wells Fargo
9
Wells Fargo
California
$8.48M 220,492 +16,903 +8%
HI
10
Harbour Investments
Wisconsin
$8.41M 218,477 -73,002 -25%
Bank of America
11
Bank of America
North Carolina
$8.11M 210,800 +113,718 +117%
DWA
12
Delos Wealth Advisors
Texas
$5.28M 137,302 +10,794 +9%
RJA
13
Raymond James & Associates
Florida
$3.82M 99,282 -4,482 -4%
Stifel Financial
14
Stifel Financial
Missouri
$3.52M 91,381 +33,065 +57%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.15M 81,755 +34,772 +74%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.97M 77,257 +65,939 +583%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.64M 68,665 +5,015 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.55M 66,272 -1,411 -2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$1.48M 38,548 +1,128 +3%
SPC
20
Sigma Planning Corp
Michigan
$1.45M 37,751 +2,082 +6%
PAG
21
Private Advisor Group
New Jersey
$1.44M 37,462 +7,393 +25%
CAS
22
Coppell Advisory Solutions
Texas
$1.21M 31,572 +879 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.18M 30,522 +2,509 +9%
KWA
24
Kingswood Wealth Advisors
California
$1.04M 27,146 +27,146 New
Citadel Advisors
25
Citadel Advisors
Florida
$979K 25,454 -8,154 -24%
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