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First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

$43.37 +0.62 (+1.45%)
As of 07/18/2025 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)
109
Total
Institutional Inflows
(last 12 months)
$482.90M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$43.62M
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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
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%
5/20/2025Belpointe Asset Management LLC5,459$224K0.0%N/A0.014%
5/20/2025Fortis 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%
5/13/2025TriaGen 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%
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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%
5/9/2025Atria 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%
5/8/2025Harbour 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%
5/1/2025CWM LLC8,636$354K0.0%+1,081.4%0.024%
5/1/2025Realta 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%
4/29/2025Concurrent Investment Advisors LLC35,846$1.47M0.0%+52.0%0.098%
4/29/2025World Investment Advisors43,405$1.78M0.0%N/A0.119%
4/28/2025D.A. Davidson & CO.95,289$3.91M0.0%N/A0.260%
4/28/2025Private Trust Co. NA1,410$58K0.0%+31.5%0.004%
4/28/2025DAVENPORT & 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%
4/22/2025Cambridge 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%
4/22/2025Nilsine Partners LLC384,896$15.79M1.7%N/A1.075%
4/21/2025O Dell Group LLC468,749$19.22M5.0%N/A1.309%
4/21/2025Envestnet Portfolio Solutions Inc.9,918$407K0.0%+39.4%0.028%
4/21/2025 Beacon Capital Management LLC4,327$177K0.0%N/A0.012%
4/21/2025HFG Advisors Inc.20,656$847K0.7%N/A0.058%
4/21/2025Kingswood 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%
4/15/2025Wealthcare 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%
4/14/2025NewSquare Capital LLC463,671$19.02M1.5%N/A1.295%
4/9/2025 HBW Advisory Services LLC14,128$579K0.1%-12.3%0.039%
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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%
(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, 157 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 136 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), Truist Financial Corp ($460.62K), and NewEdge Advisors LLC ($451.82K).

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

Institutional investors have bought a total of 11,931,332 shares in the last 24 months. This purchase volume represents approximately $482.90M in transactions.

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

Of the 45 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. ($283.59K), 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 1,119,251 shares in the last 24 months. This volume of shares sold represents approximately $43.62M in transactions.


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This page (NYSEARCA:FXU) was last updated on 7/20/2025 by MarketBeat.com Staff
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