Free Trial

First Trust Utilities AlphaDEX Fund (FXU) Institutional Ownership

→ Tech GIANT’s Plans to Revolutionize Crypto… (From Crypto 101 Media) (Ad)
Free FXU Stock Alerts
$34.55
+0.01 (+0.03%)
(As of 05/10/2024 ET)
Compare
Stock AnalysisChartDividendHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$55.18M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$61.92M
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
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%
4/25/2024 Triumph Capital Management72,153$2.33M1.0%+111.4%1.038%
4/23/2024 Raymond 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%
3/22/2024PNC 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%
2/16/2024Harbour 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%
2/13/2024ROI 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%
2/9/2024PNC 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%
2/7/2024Principal 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%
2/6/2024Vestmark Advisory Solutions Inc.52,512$1.66M0.1%-8.9%0.559%
2/6/2024One Charles Private Wealth Services LLC11,575$367K0.2%N/A0.123%
2/6/2024 Benjamin F. Edwards & Company Inc.10,707$339K0.0%+5.7%0.114%
2/5/2024 Triumph Capital Management34,137$1.08M0.5%-11.7%0.363%
2/2/2024Truist 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%
Tech GIANT’s Plans to Revolutionize Crypto… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
1/23/2024StrategIQ Financial Group LLC15,130$479K0.1%-4.1%0.161%
1/23/2024RPg 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%
1/17/2024 SignalPoint Asset Management LLC9,206$291K0.1%+4.4%0.098%
1/16/2024 Raymond James Financial Services Advisors Inc.118,424$3.75M0.0%+58.0%1.260%
1/16/2024 Raymond James & Associates104,475$3.31M0.0%-43.9%1.111%
1/12/2024 Cedar Brook Financial Partners LLC11,375$354K0.1%+4.6%0.121%
1/9/2024DB Wealth Management Group LLC4,139$131K0.1%-51.3%0.044%
11/16/2023Harbour Investments Inc.276,002$7.88M0.4%-7.9%2.936%
11/16/2023 Delos Wealth Advisors LLC90,511$2.76M3.3%-1.3%0.963%
11/14/2023 Rehmann Capital Advisory Group19,253$550K0.1%-20.4%0.205%
11/14/2023Tower Research Capital LLC TRC 19,908$569K0.0%+12.6%0.212%
11/14/2023PGIM Custom Harvest LLC66,096$1.89M0.1%N/A0.703%
11/13/2023Jaffetilchin Investment Partners LLC15,383$439K0.0%N/A0.164%
11/13/2023LPL Financial LLC498,252$14.23M0.0%-25.0%5.301%
11/13/2023Envestnet Asset Management Inc.177,693$5.08M0.0%-23.3%1.890%
11/13/2023Kestra Advisory Services LLC18,870$539K0.0%-67.9%0.201%
11/13/2023Concorde Asset Management LLC87,913$2.51M2.3%-2.5%0.935%
11/13/2023PNC Financial Services Group Inc.8,065$230K0.0%+8.6%0.086%
11/9/2023DB Wealth Management Group LLC8,493$243K0.2%-51.4%0.090%
11/9/2023UBS Group AG75,973$2.17M0.0%-21.8%0.808%
11/8/2023J Arnold Wealth Management Co37,997$1.09M0.4%-95.4%0.404%
11/8/2023 Janney Montgomery Scott LLC89,830$2.57M0.0%+28.0%0.956%
11/8/2023 Western Wealth Management LLC9,556$273K0.0%+27.0%0.102%
11/8/2023 Avantax Advisory Services Inc.11,231$321K0.0%+43.4%0.119%
11/8/2023 Moors & Cabot Inc.7,570$216K0.0%+15.2%0.081%
11/6/2023Vestmark Advisory Solutions Inc.57,640$1.65M0.1%-68.1%0.613%
11/6/2023 Cottonwood Capital Advisors LLC14,494$414K0.4%-9.2%0.154%
11/4/2023 NBC Securities Inc.8,778$250K0.0%N/A0.093%
11/3/2023 Private Advisor Group LLC13,432$384K0.0%-16.0%0.143%
11/1/2023 Csenge Advisory Group177,930$5.08M0.3%+5.0%1.893%
10/31/2023 Triumph Capital Management38,659$1.10M0.5%+29.2%0.411%
10/30/2023 Win Advisors Inc.55,647$1.59M0.8%N/A0.592%
10/24/2023 J.W. Cole Advisors Inc.8,034$229K0.0%-54.3%0.085%
10/24/2023 Raymond James Financial Services Advisors Inc.74,940$2.14M0.0%-13.4%0.797%
10/24/2023 Raymond James & Associates186,311$5.32M0.0%-3.1%1.982%
10/24/2023 Cambridge Investment Research Advisors Inc.34,591$988K0.0%-19.0%0.368%
10/23/2023Commonwealth Equity Services LLC47,982$1.37M0.0%+15.0%0.510%
10/18/2023 CX Institutional14,716$420K0.0%N/A0.157%
10/17/2023 Cedar Brook Financial Partners LLC10,875$311K0.1%-13.7%0.116%
10/17/2023 DAVENPORT & Co LLC16,023$458K0.0%+37.4%0.170%
10/13/2023 PSI Advisors LLC7,547$216K0.1%-7.5%0.080%
10/12/2023 One Plus One Wealth Management LLC160,218$4.58M3.0%N/A1.704%
10/12/2023 Wealthcare Advisory Partners LLC9,143$261K0.0%-6.0%0.097%
10/11/2023 Geneos Wealth Management Inc.5,963$170K0.0%+411.8%0.063%
10/11/2023AE Wealth Management LLC7,681$219K0.0%N/A0.082%
9/5/2023 Delos Wealth Advisors LLC91,724$2.92M3.7%+2.6%0.976%
8/23/2023 Rehmann Capital Advisory Group24,185$769K0.1%-38.1%0.257%
Gold Mania (Ad)

Former Goldman VP Reveals Mysterious "Gold Bank" With Huge Upside Potential He says the gains in this should be far greater than just bullion or mining stocks. Some folks had the chance to see 995% the last time we shared this exact "bank". Most people know nothing about it (except the rich and elite).

See his free reveal right here.
8/17/2023Coppell Advisory Solutions LLC72,188$2.27M0.7%N/A0.768%
8/17/2023Imprint Wealth LLC38,999$3.90M0.2%N/A0.415%
8/11/2023Kestra Advisory Services LLC58,756$1.87M0.0%-75.8%0.625%
8/10/2023Osaic Holdings Inc.129,338$4.11M0.0%-36.4%1.287%
8/10/2023 Private Advisor Group LLC15,998$509K0.0%+12.5%0.159%
8/10/2023 Moors & Cabot Inc.6,570$209K0.0%N/A0.065%
8/10/2023Cetera Advisor Networks LLC136,386$4.34M0.0%+1.0%1.357%
8/10/2023Cetera Investment Advisers53,124$1.69M0.0%-9.8%0.529%
8/8/2023 L.M. Kohn & Company11,718$373K0.1%N/A0.117%
8/8/2023Prospera Financial Services Inc10,640$338K0.0%-5.3%0.106%
(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, 116 institutional investors and hedge funds held shares of First Trust Utilities AlphaDEX Fund. The most heavily invested institutionals were LPL Financial LLC ($14.23M), Virtue Capital Management LLC ($12.86M), Advisor Group Holdings Inc. ($9.10M), Harbour Investments Inc. ($8.92M), Royal Bank of Canada ($7.79M), Csenge Advisory Group ($6.34M), and International Assets Investment Management LLC ($6.01M).Learn more on FXU's institutional investors.

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

Of the 106 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: Virtue Capital Management LLC ($421.08K), International Assets Investment Management LLC ($380.84K), AE Wealth Management LLC ($327.73K), Congress Wealth Management LLC DE ($295.83K), Harbour Investments Inc. ($230.11K), LPL Financial LLC ($222.71K), and Raymond James & Associates ($217.07K).

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

Institutional investors have bought a total of 5,705,751 shares in the last 24 months. This purchase volume represents approximately $180.16M in transactions.

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

Of the 57 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 ($1.72M), 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 ($187.92K), 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 4,518,431 shares in the last 24 months. This volume of shares sold represents approximately $141.96M in transactions.


Related Companies:
This page (NYSEARCA:FXU) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
[Webinar] A Deep Dive into Options Volatility: Skew & Relative Value
OIC
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
You need to know these two things about AI stocks ASAP…
InvestorPlace
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Elon to Transform U.S. Economy?
Porter & Company