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First Trust Utilities AlphaDEX Fund
FXU

168 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more capital invested

Capital invested by funds: $223M → $1.51B (+$1.29B)

246% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 13

206.68% more ownership

Funds ownership: 64.95% → 271.64% (+207%)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

22% more funds holding

Funds holding: 138 → 168 (+30)

Holders
168
Holders Change
+30
Holders Change %
+21.74%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
58
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$743M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$161M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$75.2M
4
Wells Fargo
Wells Fargo
California
+$39.7M
5
Morgan Stanley
Morgan Stanley
New York
+$30.7M

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$8M
2
Truist Financial
Truist Financial
North Carolina
-$5.01M
3
CAG
Csenge Advisory Group
Florida
-$3.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.81M
5
RAS
RPS Advisory Solutions
Kentucky
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$769M +$743M +18,760,056 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$168M +$161M +4,072,925 +23,271%
Morgan Stanley
3
Morgan Stanley
New York
$81.5M +$30.7M +775,079 +64%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$77.9M +$75.2M +1,900,000 New
Wells Fargo
5
Wells Fargo
California
$55.4M +$39.7M +1,002,580 +288%
LPL Financial
6
LPL Financial
California
$43.7M +$20.8M +526,415 +98%
Bank of America
7
Bank of America
North Carolina
$27.1M +$8.03M +202,985 +44%
ODG
8
O'Dell Group
Ohio
$19.2M +$18.6M +468,749 New
NA
9
NewEdge Advisors
Louisiana
$19.1M +$17.9M +451,816 +3,270%
NC
10
NewSquare Capital
Pennsylvania
$19M +$18.4M +463,671 New
ASN
11
Advisory Services Network
Georgia
$18.7M +$18.1M +456,297 New
Raymond James Financial
12
Raymond James Financial
Florida
$18.2M +$4.24M +107,228 +32%
NP
13
Nilsine Partners
Colorado
$15.8M +$15.2M +384,896 New
UBS Group
14
UBS Group
Switzerland
$11.2M +$1.25M +31,672 +13%
CAG
15
Csenge Advisory Group
Florida
$9.64M -$3.6M -90,855 -28%
BEI
16
Benjamin Edwards Inc
Missouri
$9.62M +$8.56M +216,212 +1,175%
Stifel Financial
17
Stifel Financial
Missouri
$9.59M +$5.54M +140,005 +149%
PCH
18
PGIM Custom Harvest
New Jersey
$8.3M -$747K -18,880 -9%
Two Sigma Investments
19
Two Sigma Investments
New York
$6.32M +$6.1M +154,200 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.03M +$5.25M +132,569 +920%
DWA
21
Delos Wealth Advisors
Texas
$6.02M +$25.3K +640 +0.4%
SF
22
Summit Financial
New Jersey
$5.76M +$5.56M +140,529 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.42M -$2.81M -70,906 -35%
FIA
24
Foundations Investment Advisors
Arizona
$4.73M +$4.57M +115,417 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$4.59M +$3.83M +96,888 +641%
1
2 3 4 5

FXU Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q1 2025, worth a combined $1.51B — up 581% from $223M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FXU positions and 13 closed out — a net gain of 32 holders — while 58 added to existing stakes and 39 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $743M. The largest seller was Harbour Investments, cutting an estimated $8M.

  • 168 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q1 2025, up from 138 in Q4 2024.
  • Funds reported $1.51B of First Trust Utilities AlphaDEX Fund stock for Q1 2025, up 581% quarter-over-quarter.
  • 45 funds opened new First Trust Utilities AlphaDEX Fund positions in Q1 2025 and 13 closed out, a net change of +32 holders.
  • The largest First Trust Utilities AlphaDEX Fund buyer in Q1 2025 was First Trust Advisors, an estimated $743M added.
  • The largest First Trust Utilities AlphaDEX Fund seller in Q1 2025 was Harbour Investments, an estimated $8M sold.

Based on aggregated 13F filings for Q1 2025.