First Trust Utilities AlphaDEX Fund
FXU • ARCA
First Trust Utilities AlphaDEX Fund is an exchange-traded fund on ARCA. As of Q3 2025, 189 institutional investors hold shares in this ETF, with total holdings valued at $1.5B. FIRST TRUST ADVISORS LP is the largest holder with a position valued at $729.6M.
Overview
Overview of institutional ownership in FXU as of Q3 2025
All Institutions
- Institutions
- 189
- Value Held
- $1.5B
- Shares Held
- 33.3M
- Avg Position
- $8.0M
- Median Position
- $432.5K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $2.3M
- Shares Held
- 51.4K
- Avg Position
- $584.5K
- Median Position
- $531.2K
Biggest Investors
Institutions with the largest positions in FXU as of Q3 2025
| Institution | Position Value |
|---|---|
 FIRST TRUST ADVISORS LP ETF Provider | $729.6M 0.54% of portfolio |
 MORGAN STANLEY RIA/Wealth | $134.5M 0.01% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $85.7M 0.02% of portfolio |
L LPL Financial LLC Institution | $71.5M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $42.4M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $39.2M 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $24.1M 0.11% of portfolio |
 Nilsine Partners, LLC RIA/Wealth | $22.0M 1.95% of portfolio |
 CFG Asset Management LLC RIA/Wealth | $21.2M 1.44% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $20.6M 0.30% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FXU in Q3 2025
- Traded
- −$32.2M
- Buyers
- 91
- Sellers
- 84
- Total Bought
- +$65.6M
- Total Sold
- −$97.7M
- Avg Position
- $7.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$12.0M +264.8K shares |
MORGAN STANLEY RIA/Wealth | +$9.3M +205.6K shares |
Nilsine Partners, LLC RIA/Wealth | +$7.5M +164.9K shares |
A Advisor Group Holdings, Inc. Institution | +$5.0M +111.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$4.9M +107.4K shares |
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth | +$4.7M +104.1K shares |
BANK OF AMERICA CORP /DE/ Institution | +$3.8M +84.7K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$2.3M +50.0K shares |
 Sigma Planning Corp RIA/Wealth | +$2.0M +44.0K shares |
 Cetera Investment Advisers RIA/Wealth | +$1.7M +38.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
FIRST TRUST ADVISORS LP ETF Provider | −$21.6M −476.1K shares |
 Beacon Harbor Wealth Advisors, Inc. RIA/Wealth | −$11.2M −263.2K shares |
 Rockport Wealth LLC RIA/Wealth | −$9.0M −198.1K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$8.2M −192.8K shares |
−$7.8M −172.4K shares | |
V Virtue Capital Management, LLC RIA/Wealth | −$6.8M −161.5K shares |
 Vestmark Advisory Solutions, Inc. Fund of Funds | −$6.3M −139.3K shares |
 UBS Group AG Institution | −$3.1M −67.6K shares |
R ROYAL BANK OF CANADA Institution | −$2.7M −59.0K shares |
T Tower Research Capital LLC Institution | −$2.3M −53.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FXU in Q3 2025
- New Positions
- 7
- New Value
- $1.7M
- Exited Positions
- 21
- Exited Value
- $35.5M
New Positions
| Institution | Position Value |
|---|---|
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $380.2K 8.4K shares |
C Cadent Capital Advisors, LLC RIA/Wealth | $360.7K 7.9K shares |
 Tudor Financial Inc. RIA/Wealth | $355.5K 7.8K shares |
C Colony Group, LLC Institution | $315.9K 7.0K shares |
 Retirement Planning Group RIA/Wealth | $234.2K 5.2K shares |
 ROTHSCHILD INVESTMENT LLC RIA/Wealth | $25.0K 550.0 shares |
 Providence Capital Advisors, LLC RIA/Wealth | $23.1K 509.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Beacon Harbor Wealth Advisors, Inc. RIA/Wealth | $11.2M 263.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $8.2M 192.8K shares |
V Virtue Capital Management, LLC RIA/Wealth | $6.8M 161.5K shares |
T Tower Research Capital LLC Institution | $2.3M 53.6K shares |
 Efficient Advisors, LLC RIA/Wealth | $1.3M 29.7K shares |
 Mutual Advisors, LLC RIA/Wealth | $1.1M 25.6K shares |
B Blue Capital, Inc. RIA/Wealth | $655.7K 15.5K shares |
 Marshall Wace LLP Institution | $609.2K 14.4K shares |
 Ergawealth Advisors, Inc. RIA/Wealth | $565.2K 13.3K shares |
$549.4K 13.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in FXU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FXU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Delos Wealth Advisors, LLC RIA/Wealth | 4.69% $6.9M |
 O'Dell Group, LLC RIA/Wealth | 4.28% $19.9M |
M | 3.93% $5.8M |
Nilsine Partners, LLC RIA/Wealth | 1.95% $22.0M |
Rockport Wealth LLC RIA/Wealth | 1.57% $7.7M |
CFG Asset Management LLC RIA/Wealth | 1.44% $21.2M |
 Proactive Wealth Strategies LLC RIA/Wealth | 1.08% $2.5M |
 HFG Advisors, Inc. RIA/Wealth | 0.71% $956.7K |
T TriaGen Wealth Management LLC RIA/Wealth | 0.61% $2.3M |
 GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | 0.57% $3.7M |
Hedge Fund Spotlight
Discover hedge funds investing in FXU
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerAdam Senator Wiatrak
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Utilities AlphaDEX Fund
- Market Value
- $298.2K
- Shares Held
- 6.6K
- Portfolio Weight
- 0.14%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
