Who Owns FXU?
First Trust Utilities AlphaDEX Fund — Institutional Ownership & 13F Holdings
$49.42
+0.00 (+0.00%)
Market Cap
$1.9B
Shares Outstanding
38,619,603
Institutional Holders
167
Total Inst. Value
$1.4B
% of Float Held
—
QoQ Holder Change
+100
Institutional data as of Q1 2025
New Positions
64
Closed Positions
12
Increased
50
Decreased
32
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LPNew | $769.3M | 18,760,056 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $167.7M | 4,090,427 |
| 3 | MORGAN STANLEY | $81.5M | 1,986,273 |
| 4 | BNP PARIBAS FINANCIAL MARKETSNew | $77.9M | 1,900,000 |
| 5 | WELLS FARGO & COMPANY/MN | $55.4M | 1,350,667 |
| 6 | BANK OF AMERICA CORP /DE/ | $27.1M | 660,553 |
| 7 | O'Dell Group, LLCNew | $19.2M | 468,749 |
| 8 | NewEdge Advisors, LLC | $19.1M | 465,634 |
| 9 | NewSquare Capital LLCNew | $19.0M | 463,671 |
| 10 | Advisory Services Network, LLCNew | $18.7M | 456,297 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FIRST TRUST ADVISORS LPNew | +18.8M | $769.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +4.1M | $167.7M |
| MORGAN STANLEY | +775K | $81.5M |
| BNP PARIBAS FINANCIAL MARKETSNew | +1.9M | $77.9M |
| WELLS FARGO & COMPANY/MN | +1.0M | $55.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| HARBOUR INVESTMENTS, INC. | -202K | $502K |
| TRUIST FINANCIAL CORP | -127K | $3.1M |
| Csenge Advisory Group | -91K | $9.6M |
| ENVESTNET ASSET MANAGEMENT INC | -71K | $5K |
| IFG Advisory, LLC | -28K | $217K |
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Frequently Asked Questions
How many institutional investors hold FXU?
As of Q1 2025, 167 institutional investors report holding FXU (First Trust Utilities AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXU?
The largest institutional holder of FXU is FIRST TRUST ADVISORS LP with $769.3M in shares.
Are institutions buying or selling FXU?
This quarter, 64 institutions opened new positions in FXU and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.