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First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

$40.49 +0.17 (+0.42%)
Closing price 02/21/2025 04:10 PM Eastern
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$40.47 -0.02 (-0.05%)
As of 02/21/2025 06:38 PM 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)
66
Total
Institutional Inflows
(last 12 months)
$70.43M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$26.91M
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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
2/18/2025 GTS Securities LLC9,664$366K0.0%+70.5%0.138%
2/17/2025 Waverly Advisors LLC11,130$421K0.0%-7.8%0.159%
2/17/2025 Quantinno Capital Management LP8,690$329K0.0%+30.2%0.124%
2/17/2025 D. E. Shaw & Co. Inc.14,406$545K0.0%N/A0.206%
2/17/2025 Cetera Investment Advisers56,626$2.14M0.0%-17.5%0.809%
2/17/2025 Citadel Advisors LLC39,859$1.51M0.0%+56.6%0.569%
2/17/2025 Baird Financial Group Inc.15,118$572K0.0%-7.4%0.216%
2/17/2025 Bank of America Corp DE457,568$17.31M0.0%+117.1%6.537%
2/17/2025 Benjamin Edwards Inc.18,402$696K0.0%-20.3%0.263%
2/14/2025 Rehmann Capital Advisory Group12,583$476K0.0%-2.4%0.180%
2/14/2025 Comerica Bank16,412$621K0.0%+54.0%0.234%
2/14/2025 Topsail Wealth Management LLC1,000$38K0.0%N/A0.014%
2/14/2025 Integrated Wealth Concepts LLC37,190$1.41M0.0%-3.5%0.531%
2/14/2025 Coppell Advisory Solutions LLC23,388$887K0.1%-25.9%0.334%
2/14/2025 Stifel Financial Corp93,731$3.55M0.0%+2.6%1.339%
2/14/2025 Tower Research Capital LLC TRC 11,020$417K0.0%N/A0.157%
2/14/2025 GeoWealth Management LLC20,141$762K0.0%N/A0.288%
2/13/2025 NewEdge Advisors LLC13,818$523K0.0%-10.3%0.197%
2/13/2025 Envestnet Asset Management Inc.203,049$7.68M0.0%-49.7%2.901%
2/13/2025 Wells Fargo & Company MN348,087$13.17M0.0%+57.9%4.973%
2/12/2025 OneAscent Financial Services LLC6,056$229K0.0%N/A0.087%
2/12/2025 Delos Wealth Advisors LLC146,203$5.53M4.4%+6.5%2.089%
2/12/2025 JPMorgan Chase & Co.7,090$268K0.0%+25.1%0.101%
2/12/2025 Ausdal Financial Partners Inc.6,844$259K0.0%N/A0.098%
2/12/2025 PKS Advisory Services LLC22,068$835K0.2%N/A0.315%
2/11/2025 Signature Estate & Investment Advisors LLC10,992$416K0.0%+8.9%0.157%
2/11/2025 LPL Financial LLC538,297$20.36M0.0%-0.8%7.690%
2/11/2025 One Charles Private Wealth Services LLC10,991$416K0.1%-4.3%0.157%
2/10/2025 Creative Financial Designs Inc. ADV1,309$50K0.0%N/A0.019%
2/10/2025 Harbour Investments Inc.214,270$8.11M0.2%-1.9%3.061%
2/10/2025 Corient Private Wealth LLC14,376$544K0.0%-17.2%0.205%
2/10/2025 Envestnet Portfolio Solutions Inc.7,115$269K0.0%-66.3%0.102%
2/10/2025 RPg Family Wealth Advisory LLC13,245$501K0.2%+28.7%0.189%
2/10/2025 Commonwealth Equity Services LLC59,639$2.26M0.0%+134.9%0.852%
2/10/2025 Avantax Advisory Services Inc.21,613$818K0.0%-3.6%0.309%
2/7/2025 Moors & Cabot Inc.8,798$333K0.0%+9.5%0.126%
2/7/2025 Schrum Private Wealth Management LLC8,411$318K0.3%-45.2%0.120%
2/6/2025 Raymond James Financial Inc.336,279$12.72M0.0%N/A4.804%
2/6/2025 Jones Financial Companies Lllp3,048$115K0.0%+20.6%0.044%
2/4/2025 IFP Advisors Inc6,907$261K0.0%+5.6%0.099%
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2/3/2025 Sigma Planning Corp43,099$1.63M0.1%+14.2%0.616%
2/3/2025 Winebrenner Capital Management LLC18,291$692K0.5%N/A0.261%
2/3/2025 RPS Advisory Solutions LLC43,031$1.63M1.0%N/A0.615%
2/3/2025 Private Advisor Group LLC22,211$840K0.0%-40.7%0.317%
1/31/2025 Proactive Wealth Strategies LLC22,489$851K0.4%+11.5%0.321%
1/31/2025 Truist Financial Corp202,224$7.65M0.0%-42.2%2.889%
1/31/2025 Sanctuary Advisors LLC6,916$270K0.0%-15.4%0.099%
1/31/2025 J.W. Cole Advisors Inc.14,920$564K0.0%+32.4%0.213%
1/30/2025 Csenge Advisory Group328,279$12.42M0.7%+1.5%4.690%
1/30/2025 Nations Financial Group Inc. IA ADV7,222$273K0.0%N/A0.103%
1/29/2025 Elevation Wealth Partners LLC2,082$79K0.0%N/A0.030%
1/28/2025 Hobart Private Capital LLC39,429$1.49M0.4%N/A0.563%
1/27/2025 Financial Advocates Investment Management13,153$498K0.0%+16.1%0.188%
1/23/2025 Iams Wealth Management LLC7,188$272K0.1%-30.7%0.103%
1/23/2025 Gateway Wealth Partners LLC5,935$225K0.1%N/A0.085%
1/22/2025 Kingswood Wealth Advisors LLC16,996$643K0.0%-37.4%0.243%
1/17/2025 Janney Montgomery Scott LLC15,587$590K0.0%-80.9%0.223%
1/15/2025 Wealthcare Advisory Partners LLC11,151$422K0.0%+22.0%0.159%
1/10/2025 HBW Advisory Services LLC16,101$609K0.1%-4.3%0.230%
1/8/2025 International Assets Investment Management LLC8,889$339K0.0%N/A0.127%
12/26/2024 JPMorgan 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%
11/25/2024 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%
11/12/2024Centaurus 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%
Watch This Robotics Demo Before March 17th (Ad)

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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%
(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, 128 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 105 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 3,774,333 shares in the last 24 months. This purchase volume represents approximately $127.41M 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 2/22/2025 by MarketBeat.com Staff
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