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First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

$37.84 +0.42 (+1.12%)
(As of 12/20/2024 04:33 PM 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)
55
Total
Institutional Inflows
(last 12 months)
$49.58M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$11.01M
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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
12/12/2024 Brass Tax Wealth Management Inc.7,626$293K0.1%-8.8%0.109%
11/25/2024 Sanctuary Advisors LLC8,172$330K0.0%+17.8%0.117%
11/15/2024 MML Investors Services LLC30,522$1.18M0.0%+9.0%0.436%
11/15/2024 Delos Wealth Advisors LLC137,302$5.28M4.6%+8.5%1.961%
11/15/2024 Orion Portfolio Solutions LLC15,973$615K0.0%N/A0.228%
11/15/2024 Stifel Financial Corp91,381$3.52M0.0%+56.7%1.305%
11/15/2024 Quantinno Capital Management LP6,676$257K0.0%+5.2%0.095%
11/15/2024 Integrated Wealth Concepts LLC38,548$1.48M0.0%+3.0%0.551%
11/15/2024 Benjamin Edwards Inc.23,102$889K0.0%N/A0.330%
11/14/2024 L.M. Kohn & Company12,756$491K0.1%+30.1%0.182%
11/14/2024 RPg Family Wealth Advisory LLC10,290$396K0.1%-23.3%0.147%
11/12/2024 Centaurus Financial Inc.11,510$443K0.0%N/A0.164%
11/6/2024 Schrum Private Wealth Management LLC15,336$590K0.3%+82.3%0.219%
11/5/2024 Proactive Wealth Strategies LLC20,164$776K0.4%N/A0.288%
11/5/2024 Harbour Investments Inc.218,477$8.41M0.3%-25.0%3.121%
11/4/2024 Cottonwood Capital Advisors LLC10,009$385K0.3%-20.3%0.143%
11/4/2024 Axxcess Wealth Management LLC6,000$231K0.0%N/A0.086%
11/4/2024 Sigma Planning Corp37,751$1.45M0.0%+5.8%0.539%
10/31/2024 Concurrent Investment Advisors LLC23,727$913K0.0%+253.9%0.339%
10/29/2024 Janney Montgomery Scott LLC81,755$3.15M0.0%+74.0%1.168%
10/25/2024 Financial Advocates Investment Management11,328$436K0.0%+10.7%0.162%
10/24/2024 J.W. Cole Advisors Inc.11,265$433K0.0%+27.7%0.161%
10/24/2024 Consolidated Portfolio Review Corp5,714$220K0.0%N/A0.082%
10/22/2024 Private Advisor Group LLC37,462$1.44M0.0%+24.6%0.535%
10/18/2024Raymond James & Associates99,282$3.82M0.0%-4.3%1.418%
10/11/2024 Iams Wealth Management LLC10,371$399K0.2%+58.4%0.148%
10/10/2024 Bright Financial Advisors Inc.5,555$214K0.1%N/A0.079%
10/9/2024 Pacific Sun Financial Corp5,800$223K0.1%N/A0.083%
10/4/2024 HBW Advisory Services LLC16,831$648K0.1%N/A0.240%
9/5/2024 Sanctuary Advisors LLC6,939$224K0.0%N/A0.099%
8/22/2024 Cetera Investment Advisers63,650$2.11M0.0%-33.2%0.909%
8/21/2024 Truist Financial Corp366,229$12.11M0.0%+67.0%5.232%
8/16/2024 Northwestern Mutual Wealth Management Co.6,287$208K0.0%+32.8%0.090%
8/14/2024 Delos 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%
8/12/2024 RPg Family Wealth Advisory LLC13,419$444K0.1%+15.4%0.192%
8/9/2024 Moors & Cabot Inc.8,208$271K0.0%+4.0%0.117%
8/9/2024ICA Group Wealth Management LLC900$30K0.0%-65.6%0.013%
8/8/2024 J.W. Cole Advisors Inc.8,822$292K0.0%+26.9%0.126%
8/8/2024 Envestnet Asset Management Inc.384,306$12.71M0.0%+67.0%5.490%
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8/8/2024 Trueblood Wealth Management LLC14,653$485K0.3%+28.5%0.209%
8/5/2024 Private Advisor Group LLC30,069$994K0.0%-40.1%0.430%
7/31/2024Commonwealth Equity Services LLC33,304$1.10M0.0%+1.1%0.476%
7/31/2024 Concurrent Investment Advisors LLC6,705$222K0.0%N/A0.096%
7/30/2024 WMG Financial Advisors LLC17,658$584K0.3%-6.3%0.252%
7/30/2024 International Assets Investment Management LLC8,874$293K0.0%N/A0.127%
7/29/2024 Financial Advocates Investment Management10,233$338K0.0%+5.1%0.146%
7/26/2024 Harbour Investments Inc.291,479$9.64M0.3%-1.5%4.164%
7/26/2024 Signature Estate & Investment Advisors LLC10,033$332K0.0%N/A0.143%
7/19/2024Raymond James & Associates103,764$3.43M0.0%-2.2%1.482%
7/17/2024 Cottonwood Capital Advisors LLC12,554$415K0.3%-5.0%0.179%
7/16/2024 Envestnet Portfolio Solutions Inc.6,519$216K0.0%-16.3%0.093%
7/10/2024 Csenge Advisory Group311,463$10.30M0.6%+59.5%4.449%
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%
4/25/2024Triumph Capital Management72,153$2.33M1.0%+111.4%1.038%
4/23/2024Raymond 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%
3/8/2024ICA Group Wealth Management LLC2,616$83K0.0%N/A0.028%
2/16/2024 Harbour Investments Inc.281,492$8.92M0.4%+2.0%2.995%
2/13/2024Cetera 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%
2/6/2024Benjamin F. Edwards & Company Inc.10,707$339K0.0%+5.7%0.114%
2/5/2024Triumph Capital Management34,137$1.08M0.5%-11.7%0.363%
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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%
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%
(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, 112 institutional investors and hedge funds held shares of First Trust Utilities AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($14.23M), Envestnet Asset Management Inc. ($12.71M), Truist Financial Corp ($12.11M), Csenge Advisory Group ($10.30M), Advisor Group Holdings Inc. ($9.10M), Harbour Investments Inc. ($8.41M), and Delos Wealth Advisors LLC ($5.28M).Learn more on FXU's institutional investors.

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

Of the 99 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 ($389.72K), Truist Financial Corp ($232.72K), Harbour Investments Inc. ($230.11K), Envestnet Asset Management Inc. ($190.20K), One Plus One Wealth Management LLC ($175.16K), Concorde Asset Management LLC ($171.56K), and Csenge Advisory Group ($157.75K).

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

Institutional investors have bought a total of 3,452,302 shares in the last 24 months. This purchase volume represents approximately $111.99M in transactions.

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

Of the 53 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 ($1.41M), 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 ($194.79K), 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 4,225,778 shares in the last 24 months. This volume of shares sold represents approximately $133.79M in transactions.


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This page (NYSEARCA:FXU) was last updated on 12/21/2024 by MarketBeat.com Staff
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