FXU icon

First Trust Utilities AlphaDEX Fund

166 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 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$769M 18,760,056 +18,760,056 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$168M 4,090,427 +4,072,925 +23,271%
Morgan Stanley
3
Morgan Stanley
New York
$81.5M 1,986,273 +775,079 +64%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$77.9M 1,900,000 +1,900,000 New
Wells Fargo
5
Wells Fargo
California
$55.4M 1,350,667 +1,002,580 +288%
LPL Financial
6
LPL Financial
California
$43.7M 1,064,712 +526,415 +98%
Bank of America
7
Bank of America
North Carolina
$27.1M 660,553 +202,985 +44%
ODG
8
O'Dell Group
Ohio
$19.2M 468,749 +468,749 New
NA
9
NewEdge Advisors
Louisiana
$19.1M 465,634 +451,816 +3,270%
NC
10
NewSquare Capital
Pennsylvania
$19M 463,671 +463,671 New
ASN
11
Advisory Services Network
Georgia
$18.7M 456,297 +456,297 New
Raymond James Financial
12
Raymond James Financial
Florida
$18.2M 443,507 +107,228 +32%
NP
13
Nilsine Partners
Colorado
$15.8M 384,896 +384,896 New
UBS Group
14
UBS Group
Switzerland
$11.2M 274,059 +31,672 +13%
CAG
15
Csenge Advisory Group
Florida
$9.64M 237,424 -90,855 -28%
BEI
16
Benjamin Edwards Inc
Missouri
$9.62M 234,614 +216,212 +1,175%
Stifel Financial
17
Stifel Financial
Missouri
$9.59M 233,736 +140,005 +149%
PCH
18
PGIM Custom Harvest
New Jersey
$8.3M 202,370 -18,880 -9%
Two Sigma Investments
19
Two Sigma Investments
New York
$6.32M 154,200 +154,200 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.03M 146,985 +132,569 +920%
DWA
21
Delos Wealth Advisors
Texas
$6.02M 146,843 +640 +0.4%
SF
22
Summit Financial
New Jersey
$5.76M 140,529 +140,529 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.42M 132,143 -70,906 -35%
FIA
24
Foundations Investment Advisors
Arizona
$4.73M 115,417 +115,417 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$4.59M 112,006 +96,888 +641%