First Trust Utilities AlphaDEX Fund
FXU
199 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
67% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 51
5% more capital invested
Capital invested by funds: $1.52B → $1.6B (+$78.4M)
5% more funds holding
Funds holding: 190 → 199 (+9)
1% more ownership
Funds ownership: 87.39% → 88.39% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$39.1M |
| 2 |
CPA
Capital Performance Advisors
Walnut Creek,
California
|
+$17.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$16.5M |
| 4 |
P
&Partners
Nashville,
Tennessee
|
+$12.1M |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.1M |
| 2 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
-$7.49M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$7.13M |
| 4 |
GSWM
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
-$3.71M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.98M |
FXU Hedge Fund Activity: Q4 2025 in Review
199 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q4 2025, worth a combined $1.6B — up 5.2% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FXU positions and 16 closed out — a net gain of 12 holders — while 85 added to existing stakes and 51 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $39.1M. The largest seller was Wells Fargo, cutting an estimated $10.1M.
- 199 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q4 2025, up from 190 in Q3 2025.
- Funds reported $1.6B of First Trust Utilities AlphaDEX Fund stock for Q4 2025, up 5.2% quarter-over-quarter.
- 28 funds opened new First Trust Utilities AlphaDEX Fund positions in Q4 2025 and 16 closed out, a net change of +12 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q4 2025 was First Trust Advisors, an estimated $39.1M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q4 2025 was Wells Fargo, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2025.