Free Trial
→ Real Americans Don’t Wait on Wall Street’s Next Move (From Premier Gold Co) (Ad) Buy FXU Stock  Free FXU Stock Alerts

First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

$40.95 +0.16 (+0.39%)
As of 04/24/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU)

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$135.96M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$26.53M
Get FXU Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Utilities AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXU Institutional Buying and Selling by Quarter

First Trust Utilities AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 Creative Financial Designs Inc. ADV2,949$121K0.0%+125.3%0.008%
4/23/2025 Proactive 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%
4/21/2025 O Dell Group LLC468,749$19.22M5.0%N/A1.309%
4/21/2025 Envestnet Portfolio Solutions Inc.9,918$407K0.0%+39.4%0.028%
4/21/2025 Beacon Capital Management LLC4,327$177K0.0%N/A0.012%
4/21/2025 HFG Advisors Inc.20,656$847K0.7%N/A0.058%
4/21/2025 Kingswood Wealth Advisors LLC11,728$481K0.0%-31.0%0.033%
4/17/2025 Janney Montgomery Scott LLC98,139$4.03M0.0%+529.6%0.274%
4/16/2025 Wealth Enhancement Advisory Services LLC31,859$1.31M0.0%-2.2%0.089%
4/15/2025 Davis Investment Partners LLC30,909$1.25M0.5%N/A0.086%
4/15/2025 CX Institutional1,232$51K0.0%N/A0.003%
4/15/2025 Wealthcare Advisory Partners LLC9,143$375K0.0%-18.0%0.026%
4/15/2025 Trust Co. of Oklahoma25,326$1.04M0.4%N/A0.071%
4/14/2025 Farther Finance Advisors LLC9,384$387K0.0%N/A0.026%
4/14/2025 NewSquare Capital LLC463,671$19.02M1.5%N/A1.295%
4/9/2025 HBW Advisory Services LLC14,128$579K0.1%-12.3%0.039%
4/9/2025 NBC Securities Inc.3,599$147K0.0%+51,314.3%0.010%
3/17/2025 Wealth 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%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
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%
2/10/2025 Creative 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%
2/10/2025 Envestnet 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%
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%
2/3/2025 Winebrenner 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%
1/31/2025 Proactive 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%
1/29/2025 Elevation Wealth Partners LLC2,082$79K0.0%N/A0.030%
1/28/2025 Hobart Private Capital LLC39,429$1.49M0.4%N/A0.563%
1/27/2025Financial Advocates Investment Management13,153$498K0.0%+16.1%0.188%
1/23/2025 Iams Wealth Management LLC7,188$272K0.1%-30.7%0.103%
1/23/2025Gateway 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%
12/26/2024JPMorgan 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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
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%
11/14/2024 L.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%
11/5/2024 Proactive Wealth Strategies LLC20,164$776K0.4%N/A0.288%
11/5/2024Harbour Investments Inc.218,477$8.41M0.3%-25.0%3.121%
11/4/2024 Cottonwood Capital Advisors LLC10,009$385K0.3%-20.3%0.143%
(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, 135 institutional investors and hedge funds held shares of First Trust Utilities AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($20.36M), O Dell Group LLC ($19.22M), NewSquare Capital LLC ($19.02M), Bank of America Corp DE ($17.31M), Nilsine Partners LLC ($15.79M), Wells Fargo & Company MN ($13.17M), and Raymond James Financial Inc. ($12.72M).Learn more on FXU's institutional investors.

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

Of the 112 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: O Dell Group LLC ($468.75K), NewSquare Capital LLC ($463.67K), International Assets Investment Management LLC ($398.61K), Nilsine Partners LLC ($384.90K), Raymond James Financial Inc. ($336.28K), Bank of America Corp DE ($246.77K), and Truist Financial Corp ($232.72K).

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

Institutional investors have bought a total of 5,346,280 shares in the last 24 months. This purchase volume represents approximately $192.26M in transactions.

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

Of the 58 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 2,835,126 shares in the last 24 months. This volume of shares sold represents approximately $90.08M in transactions.


Related Companies

This page (NYSEARCA:FXU) was last updated on 4/25/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
"I'm risking my reputation on this"
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored