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First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

$39.86 -1.27 (-3.09%)
As of 10:37 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$71.77M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$26.89M
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FXU Institutional Buying and Selling by Quarter

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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
3/17/2025Wealth Enhancement Advisory Services LLC32,561$1.23M0.0%N/A0.383%
3/12/2025Centaurus Financial Inc.11,762$445K0.0%+2.2%0.138%
2/28/2025Park Square Financial Group LLC4,569$173K0.1%N/A0.065%
2/18/2025GTS Securities LLC9,664$366K0.0%+70.5%0.138%
2/17/2025Waverly Advisors LLC11,130$421K0.0%-7.8%0.159%
2/17/2025Quantinno Capital Management LP8,690$329K0.0%+30.2%0.124%
2/17/2025D. E. Shaw & Co. Inc.14,406$545K0.0%N/A0.206%
2/17/2025Cetera Investment Advisers56,626$2.14M0.0%-17.5%0.809%
2/17/2025Citadel Advisors LLC39,859$1.51M0.0%+56.6%0.569%
2/17/2025Baird Financial Group Inc.15,118$572K0.0%-7.4%0.216%
2/17/2025Bank of America Corp DE457,568$17.31M0.0%+117.1%6.537%
2/17/2025Benjamin Edwards Inc.18,402$696K0.0%-20.3%0.263%
2/14/2025Rehmann Capital Advisory Group12,583$476K0.0%-2.4%0.180%
2/14/2025Comerica Bank16,412$621K0.0%+54.0%0.234%
2/14/2025Topsail Wealth Management LLC1,000$38K0.0%N/A0.014%
2/14/2025Integrated Wealth Concepts LLC37,190$1.41M0.0%-3.5%0.531%
2/14/2025Coppell Advisory Solutions LLC23,388$887K0.1%-25.9%0.334%
2/14/2025Stifel Financial Corp93,731$3.55M0.0%+2.6%1.339%
2/14/2025Tower Research Capital LLC TRC 11,020$417K0.0%N/A0.157%
2/14/2025GeoWealth Management LLC20,141$762K0.0%N/A0.288%
2/13/2025NewEdge Advisors LLC13,818$523K0.0%-10.3%0.197%
2/13/2025Envestnet Asset Management Inc.203,049$7.68M0.0%-49.7%2.901%
2/13/2025Wells Fargo & Company MN348,087$13.17M0.0%+57.9%4.973%
2/12/2025OneAscent Financial Services LLC6,056$229K0.0%N/A0.087%
2/12/2025Delos Wealth Advisors LLC146,203$5.53M4.4%+6.5%2.089%
2/12/2025JPMorgan Chase & Co.7,090$268K0.0%+25.1%0.101%
2/12/2025Ausdal Financial Partners Inc.6,844$259K0.0%N/A0.098%
2/12/2025PKS Advisory Services LLC22,068$835K0.2%N/A0.315%
2/11/2025Signature Estate & Investment Advisors LLC10,992$416K0.0%+8.9%0.157%
2/11/2025LPL Financial LLC538,297$20.36M0.0%-0.8%7.690%
2/11/2025One Charles Private Wealth Services LLC10,991$416K0.1%-4.3%0.157%
2/10/2025Creative Financial Designs Inc. ADV1,309$50K0.0%N/A0.019%
2/10/2025Harbour Investments Inc.214,270$8.11M0.2%-1.9%3.061%
2/10/2025Corient Private Wealth LLC14,376$544K0.0%-17.2%0.205%
2/10/2025Envestnet Portfolio Solutions Inc.7,115$269K0.0%-66.3%0.102%
2/10/2025RPg Family Wealth Advisory LLC13,245$501K0.2%+28.7%0.189%
2/10/2025Commonwealth Equity Services LLC59,639$2.26M0.0%+134.9%0.852%
2/10/2025Avantax Advisory Services Inc.21,613$818K0.0%-3.6%0.309%
2/7/2025Moors & Cabot Inc.8,798$333K0.0%+9.5%0.126%
2/7/2025Schrum Private Wealth Management LLC8,411$318K0.3%-45.2%0.120%
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2/6/2025Raymond James Financial Inc.336,279$12.72M0.0%N/A4.804%
2/6/2025Jones Financial Companies Lllp3,048$115K0.0%+20.6%0.044%
2/4/2025IFP Advisors Inc6,907$261K0.0%+5.6%0.099%
2/3/2025Sigma Planning Corp43,099$1.63M0.1%+14.2%0.616%
2/3/2025Winebrenner Capital Management LLC18,291$692K0.5%N/A0.261%
2/3/2025RPS Advisory Solutions LLC43,031$1.63M1.0%N/A0.615%
2/3/2025Private Advisor Group LLC22,211$840K0.0%-40.7%0.317%
1/31/2025Proactive Wealth Strategies LLC22,489$851K0.4%+11.5%0.321%
1/31/2025Truist Financial Corp202,224$7.65M0.0%-42.2%2.889%
1/31/2025Sanctuary Advisors LLC6,916$270K0.0%-15.4%0.099%
1/31/2025J.W. Cole Advisors Inc.14,920$564K0.0%+32.4%0.213%
1/30/2025Csenge Advisory Group328,279$12.42M0.7%+1.5%4.690%
1/30/2025Nations Financial Group Inc. IA ADV7,222$273K0.0%N/A0.103%
1/29/2025Elevation Wealth Partners LLC2,082$79K0.0%N/A0.030%
1/28/2025Hobart Private Capital LLC39,429$1.49M0.4%N/A0.563%
1/27/2025Financial Advocates Investment Management13,153$498K0.0%+16.1%0.188%
1/23/2025Iams Wealth Management LLC7,188$272K0.1%-30.7%0.103%
1/23/2025Gateway Wealth Partners LLC5,935$225K0.1%N/A0.085%
1/22/2025Kingswood Wealth Advisors LLC16,996$643K0.0%-37.4%0.243%
1/17/2025Janney Montgomery Scott LLC15,587$590K0.0%-80.9%0.223%
1/15/2025Wealthcare Advisory Partners LLC11,151$422K0.0%+22.0%0.159%
1/10/2025HBW Advisory Services LLC16,101$609K0.1%-4.3%0.230%
1/8/2025International Assets Investment Management LLC8,889$339K0.0%N/A0.127%
12/26/2024JPMorgan Chase & Co.5,668$218K0.0%+388.2%0.081%
12/12/2024Brass Tax Wealth Management Inc.7,626$293K0.1%-8.8%0.109%
11/25/2024Sanctuary Advisors LLC8,172$330K0.0%+17.8%0.117%
11/15/2024MML Investors Services LLC30,522$1.18M0.0%+9.0%0.436%
11/15/2024Delos Wealth Advisors LLC137,302$5.28M4.6%+8.5%1.961%
11/15/2024Orion Portfolio Solutions LLC15,973$615K0.0%N/A0.228%
11/15/2024Stifel Financial Corp91,381$3.52M0.0%+56.7%1.305%
11/15/2024Quantinno Capital Management LP6,676$257K0.0%+5.2%0.095%
11/15/2024Integrated Wealth Concepts LLC38,548$1.48M0.0%+3.0%0.551%
11/15/2024Benjamin Edwards Inc.23,102$889K0.0%N/A0.330%
11/14/2024L.M. Kohn & Company12,756$491K0.1%+30.1%0.182%
11/14/2024RPg Family Wealth Advisory LLC10,290$396K0.1%-23.3%0.147%
11/12/2024Centaurus Financial Inc.11,510$443K0.0%N/A0.164%
11/6/2024Schrum Private Wealth Management LLC15,336$590K0.3%+82.3%0.219%
11/5/2024Proactive Wealth Strategies LLC20,164$776K0.4%N/A0.288%
11/5/2024Harbour Investments Inc.218,477$8.41M0.3%-25.0%3.121%
11/4/2024Cottonwood Capital Advisors LLC10,009$385K0.3%-20.3%0.143%
11/4/2024Axxcess Wealth Management LLC6,000$231K0.0%N/A0.086%
11/4/2024Sigma Planning Corp37,751$1.45M0.0%+5.8%0.539%
10/31/2024Concurrent Investment Advisors LLC23,727$913K0.0%+253.9%0.339%
10/29/2024Janney Montgomery Scott LLC81,755$3.15M0.0%+74.0%1.168%
10/25/2024Financial Advocates Investment Management11,328$436K0.0%+10.7%0.162%
10/24/2024J.W. Cole Advisors Inc.11,265$433K0.0%+27.7%0.161%
10/24/2024Consolidated Portfolio Review Corp5,714$220K0.0%N/A0.082%
10/22/2024Private Advisor Group LLC37,462$1.44M0.0%+24.6%0.535%
10/18/2024Raymond James & Associates99,282$3.82M0.0%-4.3%1.418%
10/11/2024Iams Wealth Management LLC10,371$399K0.2%+58.4%0.148%
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10/10/2024Bright Financial Advisors Inc.5,555$214K0.1%N/A0.079%
10/9/2024Pacific Sun Financial Corp5,800$223K0.1%N/A0.083%
10/4/2024HBW Advisory Services LLC16,831$648K0.1%N/A0.240%
9/5/2024Sanctuary Advisors LLC6,939$224K0.0%N/A0.099%
8/22/2024Cetera Investment Advisers63,650$2.11M0.0%-33.2%0.909%
8/21/2024Truist Financial Corp366,229$12.11M0.0%+67.0%5.232%
8/16/2024Northwestern Mutual Wealth Management Co.6,287$208K0.0%+32.8%0.090%
8/14/2024Delos Wealth Advisors LLC126,508$4.18M4.0%+18.6%1.807%
8/13/2024Benjamin F. Edwards & Company Inc.11,487$380K0.0%+7.0%0.164%
8/12/2024RPg Family Wealth Advisory LLC13,419$444K0.1%+15.4%0.192%
(Data available from 1/1/2016 forward)

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FXU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXU shares?

During the previous two years, 130 institutional investors and hedge funds held shares of First Trust Utilities AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($20.36M), Bank of America Corp DE ($17.31M), Wells Fargo & Company MN ($13.17M), Raymond James Financial Inc. ($12.72M), Csenge Advisory Group ($12.42M), Harbour Investments Inc. ($8.11M), and Envestnet Asset Management Inc. ($7.68M).Learn more on FXU's institutional investors.

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

Of the 107 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: International Assets Investment Management LLC ($398.61K), Raymond James Financial Inc. ($336.28K), Bank of America Corp DE ($246.77K), Truist Financial Corp ($232.72K), Envestnet Asset Management Inc. ($184.85K), One Plus One Wealth Management LLC ($175.16K), and Csenge Advisory Group ($162.52K).

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

Institutional investors have bought a total of 3,811,715 shares in the last 24 months. This purchase volume represents approximately $128.82M in transactions.

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

Of the 61 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: J Arnold Wealth Management Co ($783.75K), LPL Financial LLC ($371.02K), Envestnet Asset Management Inc. ($254.28K), Kestra Advisory Services LLC ($224.24K), Truist Financial Corp ($149.93K), Vestmark Advisory Solutions Inc. ($127.98K), and Janney Montgomery Scott LLC ($109.62K).

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

Institutional investors have sold a total of 2,936,999 shares in the last 24 months. This volume of shares sold represents approximately $93.35M in transactions.


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This page (NYSEARCA:FXU) was last updated on 4/4/2025 by MarketBeat.com Staff
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