First Trust Utilities AlphaDEX Fund
FXU
197 hedge funds and large institutions have $574M invested in First Trust Utilities AlphaDEX Fund in 2026 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 63 reducing their positions, and 25 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 63
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
0% more funds holding
Funds holding: 197 → 197 (0)
5.33% less ownership
Funds ownership: 75.31% → 69.98% (-5.3%)
12% less capital invested
Capital invested by funds: $651M → $574M (-$77.2M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
+$2.28M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$2.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$17.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$13.3M |
| 3 |
Morgan Stanley
New York
|
-$8.4M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$7.07M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$6.9M |
FXU Hedge Fund Activity: Q2 2026 in Review
197 institutional investors reported a position in First Trust Utilities AlphaDEX Fund (FXU) for Q2 2026, worth a combined $574M — down 12% from $651M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FXU positions and 25 closed out — a net gain of 3 holders — while 75 added to existing stakes and 63 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.4M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $17.3M sold.
- 197 institutional investors held First Trust Utilities AlphaDEX Fund (FXU) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $574M of First Trust Utilities AlphaDEX Fund stock for Q2 2026, down 12% quarter-over-quarter.
- 28 funds opened new First Trust Utilities AlphaDEX Fund positions in Q2 2026 and 25 closed out, a net change of +3 holders.
- The largest First Trust Utilities AlphaDEX Fund buyer in Q2 2026 was LPL Financial, an estimated $10.4M added.
- The largest First Trust Utilities AlphaDEX Fund seller in Q2 2026 was Two Sigma Investments, an estimated $17.3M sold.
Based on aggregated 13F filings for Q2 2026.