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First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

$44.69 +0.22 (+0.49%)
Closing price 08/1/2025 04:10 PM Eastern
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$44.68 -0.02 (-0.03%)
As of 08/1/2025 06:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$492.54M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$43.85M
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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
8/1/2025Motco5,000$222K0.0%N/A0.013%
8/1/2025Envestnet Asset Management Inc.164,098$6.95M0.0%+24.2%0.430%
7/31/2025 Leelyn Smith LLC8,766$372K0.1%N/A0.023%
7/30/2025 Rehmann Capital Advisory Group13,262$562K0.0%+4.9%0.035%
7/30/2025 D.A. Davidson & CO.100,169$4.25M0.0%+5.1%0.262%
7/30/2025 Greenup Street Wealth Management LLC79,575$3.37M0.6%+8.2%0.208%
7/29/2025 Signature Estate & Investment Advisors LLC10,509$445K0.0%-4.9%0.028%
7/29/2025 Stratos Wealth Partners LTD.5,210$221K0.0%N/A0.014%
7/29/2025 Private Trust Co. NA2,778$118K0.0%+97.0%0.007%
7/28/2025 Mutual Advisors LLC25,557$1.13M0.0%N/A0.067%
7/28/2025 Harbour Investments Inc.19,443$824K0.0%+58.7%0.051%
7/25/2025 CWM LLC71,218$3.02M0.0%+724.7%0.186%
7/25/2025 Concurrent Investment Advisors LLC27,486$1.17M0.0%-23.3%0.072%
7/24/2025 Blue Trust Inc.833$35K0.0%+276.9%0.002%
7/24/2025 Cyndeo Wealth Partners LLC34,356$1.46M0.1%N/A0.090%
7/24/2025 IFP Advisors Inc9,697$411K0.0%+40.4%0.025%
7/23/2025 Kingswood Wealth Advisors LLC15,739$667K0.1%+34.2%0.041%
7/23/2025 TriaGen Wealth Management LLC52,322$2.22M0.7%+92.2%0.137%
7/22/2025 Belpointe Asset Management LLC4,989$211K0.0%-8.6%0.013%
7/22/2025 DAVENPORT & Co LLC27,376$1.16M0.0%+36.6%0.071%
7/22/2025 Realta Investment Advisors15,200$644K0.3%+5.6%0.040%
7/22/2025 Wealthcare Advisory Partners LLC9,743$413K0.0%+6.6%0.025%
7/22/2025 Ergawealth Advisors Inc.13,336$565K0.3%N/A0.035%
7/21/2025 Fortis Capital Advisors LLC4,989$211K0.0%-8.6%0.013%
7/18/2025 Truist Financial Corp303,608$12.87M0.0%+301.0%0.795%
7/17/2025 Lee Johnson Capital Management LLC8,296$352K0.1%N/A0.021%
7/17/2025 HB Wealth Management LLC10,574$448K0.0%+14.3%0.027%
7/17/2025 Janney Montgomery Scott LLC135,018$5.72M0.0%+37.6%0.347%
7/17/2025 Beacon Capital Management LLC3,985$169K0.0%-7.9%0.010%
7/16/2025 MinichMacGregor Wealth Management LLC15,587$661K0.1%-5.5%0.040%
7/15/2025 Financial Management Professionals Inc.52,843$2.24M0.3%N/A0.136%
7/11/2025 Farther Finance Advisors LLC9,756$413K0.0%+4.0%0.025%
7/10/2025 Wealth Enhancement Advisory Services LLC31,333$1.33M0.0%-1.7%0.080%
7/8/2025 Elevation Wealth Partners LLC1,376$58K0.0%-33.9%0.004%
7/8/2025 Davis Investment Partners LLC31,427$1.33M0.5%+1.7%0.081%
7/7/2025 Trust Co. of Oklahoma18,003$763K0.2%-28.9%0.043%
7/7/2025 Nova Wealth Management Inc.4,149$176K0.1%+11.2%0.010%
7/2/2025 HBW Advisory Services LLC8,696$369K0.0%-38.4%0.022%
6/27/2025Goldman Sachs Group Inc.5,927$243K0.0%-30.2%0.015%
5/20/2025 Belpointe Asset Management LLC5,459$224K0.0%N/A0.014%
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5/20/2025 Fortis Capital Advisors LLC5,459$224K0.0%N/A0.014%
5/19/2025Jane Street Group LLC20,287$832K0.0%N/A0.055%
5/16/2025Coppell Advisory Solutions LLC7,347$304K0.0%-68.6%0.020%
5/16/2025Goldman Sachs Group Inc.5,927$243K0.0%-30.2%0.016%
5/16/2025Jones Financial Companies Lllp68,330$2.80M0.0%+2,141.8%0.187%
5/16/2025NewEdge Advisors LLC465,634$19.10M0.1%+3,269.8%1.272%
5/16/2025Integrated Wealth Concepts LLC40,099$1.64M0.0%+7.8%0.110%
5/15/2025Royal Bank of Canada146,985$6.03M0.0%+919.6%0.402%
5/15/2025Baird Financial Group Inc.112,006$4.59M0.0%+640.9%0.306%
5/15/2025OLD Mission Capital LLC9,300$381K0.0%N/A0.025%
5/15/2025Susquehanna International Group LLP4,090,427$167.75M0.0%+23,271.2%11.176%
5/15/2025BNP Paribas Financial Markets1,900,000$77.92M0.0%N/A5.191%
5/14/2025Transamerica Financial Advisors LLC49,410$2.03M0.2%+74,763.6%0.135%
5/14/2025PKS Advisory Services LLC22,718$932K0.3%+2.9%0.062%
5/14/2025Comerica Bank15,589$639K0.0%-5.0%0.043%
5/14/2025RPg Family Wealth Advisory LLC17,194$705K0.2%+29.8%0.047%
5/14/2025Northwestern Mutual Wealth Management Co.32,143$1.32M0.0%+19.6%0.088%
5/14/2025Summit Financial LLC140,529$5.76M0.2%N/A0.384%
5/14/2025Flow Traders U.S. LLC23,656$970K0.0%N/A0.065%
5/14/2025PGIM Custom Harvest LLC202,370$8.30M0.2%-8.5%0.553%
5/13/2025 TriaGen Wealth Management LLC27,227$1.12M0.4%N/A0.074%
5/13/2025Raymond James Financial Inc.443,507$18.19M0.0%+31.9%1.212%
5/13/2025Nations Financial Group Inc. IA ADV8,941$367K0.0%+23.8%0.024%
5/13/2025Vestmark Advisory Solutions Inc.52,603$2.16M0.1%N/A0.144%
5/13/2025Delos Wealth Advisors LLC146,843$6.02M4.8%+0.4%0.401%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors13,657$563K0.0%N/A0.037%
5/12/2025Benjamin Edwards Inc.234,614$9.62M0.1%+1,174.9%0.641%
5/12/2025LaSalle St. Investment Advisors LLC5,124$210K0.0%N/A0.014%
5/9/2025MGB Wealth Management LLC5,090$209K0.1%N/A0.014%
5/9/2025 Atria Wealth Solutions Inc.6,042$248K0.0%N/A0.017%
5/9/2025ROI Financial Advisors LLC6,764$277K0.2%-8.5%0.018%
5/8/2025IFG Advisory LLC5,281$217K0.0%-84.1%0.014%
5/8/2025Moors & Cabot Inc.8,238$338K0.0%-6.4%0.023%
5/8/2025 Harbour Investments Inc.12,248$502K0.0%-94.3%0.033%
5/7/2025Foundations Investment Advisors LLC115,417$4.73M0.1%N/A0.315%
5/7/2025LPL Financial LLC1,064,712$43.66M0.0%+97.8%2.909%
5/7/2025 HB Wealth Management LLC9,250$379K0.0%+68.2%0.025%
5/6/2025Cetera Investment Advisers83,523$3.43M0.0%+47.5%0.228%
5/6/2025Kovack Advisors Inc.9,512$390K0.0%N/A0.026%
5/6/2025AE Wealth Management LLC850$35K0.0%-43.0%0.002%
5/6/2025Advisors Preferred LLC15,126$623K0.1%N/A0.041%
5/6/2025Efficient Advisors LLC10,148$416K0.0%N/A0.028%
5/5/2025Csenge Advisory Group237,424$9.64M0.5%-27.7%0.649%
5/5/2025Private Advisor Group LLC26,517$1.09M0.0%+19.4%0.072%
5/2/2025Sigma Planning Corp37,274$1.53M0.0%-13.5%0.102%
5/1/2025 CWM LLC8,636$354K0.0%+1,081.4%0.024%
5/1/2025 Realta Investment Advisors14,389$590K0.3%N/A0.039%
5/1/2025Harmony Asset Management LLC18,563$761K0.3%N/A0.051%
5/1/2025Park Square Financial Group LLC3,017$124K0.1%-34.0%0.008%
4/29/2025Envestnet Asset Management Inc.132,143$5.42M0.0%-34.9%0.361%
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4/29/2025 Concurrent Investment Advisors LLC35,846$1.47M0.0%+52.0%0.098%
4/29/2025World Investment Advisors43,405$1.78M0.0%N/A0.119%
4/28/2025 D.A. Davidson & CO.95,289$3.91M0.0%N/A0.260%
4/28/2025 Private Trust Co. NA1,410$58K0.0%+31.5%0.004%
4/28/2025 DAVENPORT & Co LLC20,038$822K0.0%N/A0.055%
4/23/2025Creative Financial Designs Inc. ADV2,949$121K0.0%+125.3%0.008%
4/23/2025Proactive Wealth Strategies LLC57,453$2.36M1.3%+155.5%0.160%
4/22/2025 Cambridge Investment Research Advisors Inc.66,377$2.72M0.0%+212.0%0.185%
4/22/2025 MinichMacGregor Wealth Management LLC16,487$676K0.2%N/A0.046%
4/22/2025 Nilsine Partners LLC384,896$15.79M1.7%N/A1.075%
(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, 162 institutional investors and hedge funds held shares of First Trust Utilities AlphaDEX Fund. The most heavily invested institutionals were Susquehanna International Group LLP ($167.75M), BNP Paribas Financial Markets ($77.92M), LPL Financial LLC ($43.66M), O Dell Group LLC ($19.22M), NewEdge Advisors LLC ($19.10M), NewSquare Capital LLC ($19.02M), and Raymond James Financial Inc. ($18.19M).Learn more on First Trust Utilities AlphaDEX Fund's institutional investors.

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

Of the 143 institutional investors that purchased First Trust Utilities AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Susquehanna International Group LLP ($4.07M), BNP Paribas Financial Markets ($1.90M), LPL Financial LLC ($526.42K), O Dell Group LLC ($468.75K), NewSquare Capital LLC ($463.67K), NewEdge Advisors LLC ($451.82K), and Raymond James Financial Inc. ($443.51K).

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

Institutional investors have bought a total of 12,152,987 shares in the last 24 months. This purchase volume represents approximately $492.54M in transactions.

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

Of the 48 institutional investors that sold First Trust Utilities AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Harbour Investments Inc. ($279.23K), Envestnet Asset Management Inc. ($271.35K), Truist Financial Corp ($147.83K), Csenge Advisory Group ($90.86K), Janney Montgomery Scott LLC ($66.17K), Cetera Investment Advisers ($43.69K), and Private Advisor Group LLC ($35.42K).

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

Institutional investors have sold a total of 1,123,543 shares in the last 24 months. This volume of shares sold represents approximately $43.85M in transactions.


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This page (NYSEARCA:FXU) was last updated on 8/2/2025 by MarketBeat.com Staff
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