First Trust Utilities AlphaDEX Fund
FXU
199 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 48 reducing their positions, and 9 closing their positions.
344% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 9
67% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 48
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more funds holding
Funds holding: 169 → 199 (+30)
4% less capital invested
Capital invested by funds: $1.52B → $1.45B (-$64.3M)
318.88% less ownership
Funds ownership: 406.32% → 87.44% (-319%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.8M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$15.8M |
| 4 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$15.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$168M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$92.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$77.9M |
| 4 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$2.71M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.53M |
FXU Hedge Fund Activity: Q2 2025 in Review
199 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q2 2025, worth a combined $1.45B — down 4.2% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new FXU positions and 9 closed out — a net gain of 31 holders — while 80 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.8M. The largest seller was Susquehanna International Group, cutting an estimated $168M.
- 199 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q2 2025, up from 169 in Q1 2025.
- Funds reported $1.45B of First Trust Utilities AlphaDEX Fund stock for Q2 2025, down 4.2% quarter-over-quarter.
- 40 funds opened new First Trust Utilities AlphaDEX Fund positions in Q2 2025 and 9 closed out, a net change of +31 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q2 2025 was Morgan Stanley, an estimated $31.8M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $168M sold.
Based on aggregated 13F filings for Q2 2025.