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First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

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$34.97
+0.71 (+2.07%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$57.25M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$58.83M
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FXU Institutional Buying and Selling by Quarter

First Trust Utilities AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Investment Advisers95,296$3.09M0.0%+107.6%1.361%
5/13/2024 Rockport Wealth LLC15,744$511K0.2%N/A0.225%
5/9/2024 Delos Wealth Advisors LLC106,684$3.46M3.9%+19.7%1.524%
5/8/2024 Avantax Advisory Services Inc.12,966$421K0.0%-6.9%0.185%
5/7/2024 WMG Financial Advisors LLC18,847$612K0.4%-8.8%0.271%
5/6/2024 Envestnet Portfolio Solutions Inc.7,788$253K0.0%N/A0.112%
5/4/2024 Geneos Wealth Management Inc.2,476$80K0.0%-68.1%0.036%
5/4/2024 Csenge Advisory Group195,260$6.34M0.4%+2.0%2.809%
5/3/2024 Rehmann Capital Advisory Group13,066$424K0.0%-28.9%0.188%
5/1/2024 Janney Montgomery Scott LLC62,547$2.03M0.0%-26.1%0.900%
4/30/2024 Private Advisor Group LLC50,235$1.63M0.0%+115.4%0.723%
4/30/2024 J.W. Cole Advisors Inc.6,951$226K0.0%N/A0.100%
4/30/2024Commonwealth Equity Services LLC32,953$1.07M0.0%-24.1%0.474%
4/26/2024 Cottonwood Capital Advisors LLC13,213$415K0.3%-8.4%0.190%
4/25/2024 Triumph Capital Management72,153$2.33M1.0%+111.4%1.038%
4/23/2024 Raymond James Financial Services Advisors Inc.110,185$3.58M0.0%-7.0%1.585%
4/19/2024 Core Wealth Partners LLC6,730$218K0.2%N/A0.072%
4/12/2024 Global Assets Advisory LLC32,290$1M0.0%N/A0.344%
4/10/2024 One Plus One Wealth Management LLC159,783$5.19M3.0%-8.8%1.700%
3/22/2024 PNC Financial Services Group Inc.7,513$238K0.0%-6.8%0.080%
3/8/2024 ICA Group Wealth Management LLC2,616$83K0.0%N/A0.028%
2/16/2024Harbour Investments Inc.281,492$8.92M0.4%+2.0%2.995%
2/13/2024 Cetera Advisor Networks LLC163,891$5.19M0.0%+18.4%1.744%
2/13/2024 ROI Financial Advisors LLC7,205$228K0.2%N/A0.077%
2/13/2024 Belpointe Asset Management LLC6,647$211K0.0%N/A0.071%
2/12/2024 Fortis Capital Advisors LLC6,647$211K0.1%N/A0.071%
2/9/2024 PNC Financial Services Group Inc.7,513$238K0.0%-6.8%0.080%
2/8/2024 Meridian Wealth Management LLC10,663$338K0.0%-13.5%0.113%
2/8/2024 Janney Montgomery Scott LLC84,652$2.68M0.0%-5.8%0.901%
2/7/2024 Avantax Advisory Services Inc.13,930$441K0.0%+24.0%0.148%
2/7/2024 Principal Securities Inc.847$27K0.0%N/A0.009%
2/7/2024 Delos Wealth Advisors LLC89,093$2.82M4.1%-1.6%0.948%
2/6/2024 Private Advisor Group LLC23,318$739K0.0%+73.6%0.248%
2/6/2024 Vestmark Advisory Solutions Inc.52,512$1.66M0.1%-8.9%0.559%
2/6/2024 One Charles Private Wealth Services LLC11,575$367K0.2%N/A0.123%
2/6/2024 Benjamin F. Edwards & Company Inc.10,707$339K0.0%+5.7%0.114%
2/5/2024 Triumph Capital Management34,137$1.08M0.5%-11.7%0.363%
2/2/2024 Truist Financial Corp157,278$4.98M0.0%+12.3%1.673%
1/26/2024 Geneos Wealth Management Inc.7,767$246K0.0%+30.3%0.083%
1/26/2024 Schrum Private Wealth Management LLC7,668$243K0.3%-8.8%0.082%
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1/25/2024 International Assets Investment Management LLC190,421$6.01M0.0%N/A2.026%
1/24/2024 International Assets Investment Management LLC190,421$6.01M0.0%N/A2.026%
1/23/2024StrategIQ Financial Group LLC15,130$479K0.1%-4.1%0.161%
1/23/2024 RPg Family Wealth Advisory LLC13,948$442K0.2%N/A0.148%
1/22/2024 One Plus One Wealth Management LLC175,163$5.55M3.4%+9.3%1.863%
1/18/2024 Trueblood Wealth Management LLC11,405$361K0.2%N/A0.121%
1/17/2024J Arnold Wealth Management Co37,576$1.19M0.4%-1.1%0.400%
1/17/2024 SignalPoint Asset Management LLC9,206$291K0.1%+4.4%0.098%
1/16/2024 Raymond James Financial Services Advisors Inc.118,424$3.75M0.0%+58.0%1.260%
1/16/2024 Raymond James & Associates104,475$3.31M0.0%-43.9%1.111%
1/12/2024 Cedar Brook Financial Partners LLC11,375$354K0.1%+4.6%0.121%
1/9/2024DB Wealth Management Group LLC4,139$131K0.1%-51.3%0.044%
11/16/2023Harbour Investments Inc.276,002$7.88M0.4%-7.9%2.936%
11/16/2023 Delos Wealth Advisors LLC90,511$2.76M3.3%-1.3%0.963%
11/14/2023 Rehmann Capital Advisory Group19,253$550K0.1%-20.4%0.205%
11/14/2023 Tower Research Capital LLC TRC 19,908$569K0.0%+12.6%0.212%
11/14/2023 PGIM Custom Harvest LLC66,096$1.89M0.1%N/A0.703%
11/13/2023 Jaffetilchin Investment Partners LLC15,383$439K0.0%N/A0.164%
11/13/2023 LPL Financial LLC498,252$14.23M0.0%-25.0%5.301%
11/13/2023 Envestnet Asset Management Inc.177,693$5.08M0.0%-23.3%1.890%
11/13/2023 Kestra Advisory Services LLC18,870$539K0.0%-67.9%0.201%
11/13/2023 Concorde Asset Management LLC87,913$2.51M2.3%-2.5%0.935%
11/13/2023 PNC Financial Services Group Inc.8,065$230K0.0%+8.6%0.086%
11/9/2023DB Wealth Management Group LLC8,493$243K0.2%-51.4%0.090%
11/9/2023 UBS Group AG75,973$2.17M0.0%-21.8%0.808%
11/8/2023J Arnold Wealth Management Co37,997$1.09M0.4%-95.4%0.404%
11/8/2023 Janney Montgomery Scott LLC89,830$2.57M0.0%+28.0%0.956%
11/8/2023 Western Wealth Management LLC9,556$273K0.0%+27.0%0.102%
11/8/2023 Avantax Advisory Services Inc.11,231$321K0.0%+43.4%0.119%
11/8/2023 Moors & Cabot Inc.7,570$216K0.0%+15.2%0.081%
11/6/2023 Vestmark Advisory Solutions Inc.57,640$1.65M0.1%-68.1%0.613%
11/6/2023 Cottonwood Capital Advisors LLC14,494$414K0.4%-9.2%0.154%
11/4/2023 NBC Securities Inc.8,778$250K0.0%N/A0.093%
11/3/2023 Private Advisor Group LLC13,432$384K0.0%-16.0%0.143%
11/1/2023 Csenge Advisory Group177,930$5.08M0.3%+5.0%1.893%
10/31/2023 Triumph Capital Management38,659$1.10M0.5%+29.2%0.411%
10/30/2023 Win Advisors Inc.55,647$1.59M0.8%N/A0.592%
10/24/2023 J.W. Cole Advisors Inc.8,034$229K0.0%-54.3%0.085%
10/24/2023 Raymond James Financial Services Advisors Inc.74,940$2.14M0.0%-13.4%0.797%
10/24/2023 Raymond James & Associates186,311$5.32M0.0%-3.1%1.982%
10/24/2023 Cambridge Investment Research Advisors Inc.34,591$988K0.0%-19.0%0.368%
10/23/2023Commonwealth Equity Services LLC47,982$1.37M0.0%+15.0%0.510%
10/18/2023 CX Institutional14,716$420K0.0%N/A0.157%
10/17/2023 Cedar Brook Financial Partners LLC10,875$311K0.1%-13.7%0.116%
10/17/2023 DAVENPORT & Co LLC16,023$458K0.0%+37.4%0.170%
10/13/2023 PSI Advisors LLC7,547$216K0.1%-7.5%0.080%
10/12/2023 One Plus One Wealth Management LLC160,218$4.58M3.0%N/A1.704%
10/12/2023 Wealthcare Advisory Partners LLC9,143$261K0.0%-6.0%0.097%
10/11/2023 Geneos Wealth Management Inc.5,963$170K0.0%+411.8%0.063%
10/11/2023 AE Wealth Management LLC7,681$219K0.0%N/A0.082%
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9/5/2023 Delos Wealth Advisors LLC91,724$2.92M3.7%+2.6%0.976%
8/23/2023 Rehmann Capital Advisory Group24,185$769K0.1%-38.1%0.257%
8/17/2023Coppell Advisory Solutions LLC72,188$2.27M0.7%N/A0.768%
8/17/2023 Imprint Wealth LLC38,999$3.90M0.2%N/A0.415%
8/11/2023 Kestra Advisory Services LLC58,756$1.87M0.0%-75.8%0.625%
8/10/2023 Osaic Holdings Inc.129,338$4.11M0.0%-36.4%1.287%
8/10/2023 Private Advisor Group LLC15,998$509K0.0%+12.5%0.159%
8/10/2023 Moors & Cabot Inc.6,570$209K0.0%N/A0.065%
8/10/2023 Cetera Advisor Networks LLC136,386$4.34M0.0%+1.0%1.357%
8/10/2023 Cetera Investment Advisers53,124$1.69M0.0%-9.8%0.529%
(Data available from 1/1/2016 forward)

FXU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXU shares?

During the previous two years, 116 institutional investors and hedge funds held shares of First Trust Utilities AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($14.23M), Virtue Capital Management LLC ($12.86M), Advisor Group Holdings Inc. ($9.10M), Harbour Investments Inc. ($8.92M), Royal Bank of Canada ($7.79M), Csenge Advisory Group ($6.34M), and International Assets Investment Management LLC ($6.01M).Learn more on FXU's institutional investors.

Which institutional investors have been buying First Trust Utilities AlphaDEX Fund stock?

Of the 108 institutional investors that purchased First Trust Utilities AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtue Capital Management LLC ($421.08K), International Assets Investment Management LLC ($380.84K), AE Wealth Management LLC ($327.73K), Congress Wealth Management LLC DE ($295.83K), Harbour Investments Inc. ($230.11K), LPL Financial LLC ($222.71K), and Raymond James & Associates ($217.07K).

How much institutional buying is happening at First Trust Utilities AlphaDEX Fund?

Institutional investors have bought a total of 5,713,331 shares in the last 24 months. This purchase volume represents approximately $180.31M in transactions.

Which First Trust Utilities AlphaDEX Fund major shareholders have been selling company stock?

Of the 56 institutional investors that sold First Trust Utilities AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Congress Wealth Management LLC DE ($1.72M), J Arnold Wealth Management Co ($783.75K), LPL Financial LLC ($366.46K), AE Wealth Management LLC ($310.99K), Kestra Advisory Services LLC ($224.24K), Raymond James & Associates ($187.92K), and Vestmark Advisory Solutions Inc. ($127.98K).

How much institutional selling is happening at First Trust Utilities AlphaDEX Fund?

Institutional investors have sold a total of 4,518,091 shares in the last 24 months. This volume of shares sold represents approximately $141.95M in transactions.


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This page (NYSEARCA:FXU) was last updated on 6/2/2024 by MarketBeat.com Staff

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