Who owns First Trust Utilities AlphaDEX Fnd?
- Ticker: FXU
- CUSIP Number: 33734X184
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Utilities AlphaDEX Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Utilities AlphaDEX Fnd stock
Who bought or sold First Trust Utilities AlphaDEX Fnd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 927k | $31M | 3% | Jun 2024 |
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| LPL Financial | 543k | $21M | 24% | Sep 2024 |
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| Envestnet Asset Management | 404k | $16M | 5% | Sep 2024 |
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| Branch Banking & Trust Company | 366k | $12M | 67% | Jun 2024 |
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| Csenge Advisory Group | 324k | $12M | 4% | Sep 2024 |
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| Raymond James Financial Services Advisors | 251k | $9.7M | 35% | Sep 2024 |
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| Green Harvest Asset Management | 245k | $8.1M | -8% | Jun 2024 |
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| Wells Fargo & Company | 221k | $8.5M | 8% | Sep 2024 |
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| Harbour Investments | 219k | $8.4M | -25% | Sep 2024 |
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| Bank of America Corporation | 211k | $8.1M | 117% | Sep 2024 |
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| Delos Wealth Advisors | 137k | $5.3M | 9% | Sep 2024 |
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| Raymond James & Associates | 99k | $3.8M | -4% | Sep 2024 |
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| Janney Montgomery Scott | 82k | $3.1M | 74% | Sep 2024 |
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| Royal Bank of Canada | 77k | $3.0M | 583% | Sep 2024 |
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| Advisor Group Holdings | 66k | $2.6M | -33% | Sep 2024 |
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| Cetera Investment Advisers | 64k | $2.1M | -33% | Jun 2024 |
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| Stifel Financial | 58k | $1.9M | 190% | Jun 2024 |
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| Vestmark Advisory Solutions | 55k | $1.8M | 2% | Jun 2024 |
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| Integrated Wealth Concepts | 39k | $1.5M | 3% | Sep 2024 |
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| Sigma Planning | 38k | $1.5M | 6% | Sep 2024 |
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| Private Advisor | 38k | $1.4M | 25% | Sep 2024 |
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| Coppell Advisory Solutions | 32k | $1.2M | 3% | Sep 2024 |
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| Mml Investors Services | 31k | $1.2M | 9% | Sep 2024 |
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| Kingswood Wealth Advisors | 27k | $1.0M | 100% | Sep 2024 |
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| Citadel Advisors | 26k | $980k | -24% | Sep 2024 |
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| Commonwealth Equity Services | 25k | $977k | -24% | Sep 2024 |
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| Concurrent Investment Advisors | 24k | $913k | 254% | Sep 2024 |
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| Benjamin Edwards | 23k | $889k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 22k | $831k | -16% | Sep 2024 |
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| H D Vest Advisory Services | 21k | $706k | 65% | Jun 2024 |
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| Envestnet Portfolio Solutions | 21k | $813k | 224% | Sep 2024 |
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| Proactive Wealth Strategies | 20k | $776k | 100% | Sep 2024 |
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| Susquehanna International | 20k | $750k | -62% | Sep 2024 |
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| Goss Wealth Management | 19k | $627k | -12% | Jun 2024 |
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| WMG Financial Advisors | 18k | $680k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 18k | $675k | 179% | Sep 2024 |
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| CI Private Wealth | 17k | $668k | 21% | Sep 2024 |
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| HBW Advisory Services | 17k | $648k | 100% | Sep 2024 |
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| Orion Portfolio Solutions | 16k | $615k | 100% | Sep 2024 |
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| Schrum Private Wealth Management | 15k | $590k | 82% | Sep 2024 |
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| Two Sigma Investments | 13k | $427k | 100% | Jun 2024 |
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| Rehmann Capital Advisory | 13k | $422k | -2% | Jun 2024 |
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| L.m. Kohn & Company | 13k | $491k | 30% | Sep 2024 |
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| Centaurus Financial | 12k | $443k | 100% | Sep 2024 |
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| One Charles Private Wealth Services | 12k | $442k | 0% | Sep 2024 |
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| Benjamin F. Edwards & Company | 12k | $380k | 7% | Jun 2024 |
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| Financial Advocates Investment Management | 11k | $436k | 11% | Sep 2024 |
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| J.w. Cole Advisors | 11k | $434k | 28% | Sep 2024 |
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| Meridian Wealth Management | 11k | $410k | 0% | Sep 2024 |
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| Brian McDonald | 11k | $410k | 25% | Sep 2024 |
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| Iams Wealth Management | 10k | $399k | 58% | Sep 2024 |
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| Advisors Preferred | 10k | $400k | 100% | Sep 2024 |
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| RPg Family Wealth Advisory | 10k | $396k | -23% | Sep 2024 |
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| Signature Estate and Investment Advisors | 10k | $389k | 1% | Sep 2024 |
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| Cottonwood Capital Advisors | 10k | $385k | -20% | Sep 2024 |
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| Western Wealth Management | 9.4k | $363k | 0% | Sep 2024 |
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| SignalPoint Asset Management | 9.2k | $352k | 0% | Sep 2024 |
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| Wealthcare Advisory Partners | 9.1k | $352k | 0% | Sep 2024 |
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| Regal Investment Advisors | 8.7k | $336k | -14% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 8.5k | $282k | 0% | Jun 2024 |
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| Moors & Cabot | 8.0k | $309k | -2% | Sep 2024 |
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| Prospera Financial Services | 8.0k | $307k | -2% | Sep 2024 |
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| Spire Wealth Management | 8.0k | $306k | 0% | Sep 2024 |
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| Pensionmark Financial Group | 7.9k | $263k | 100% | Jun 2024 |
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| Nbc Securities | 7.6k | $293k | -3% | Sep 2024 |
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| Pnc Financial Services | 7.6k | $293k | 1% | Sep 2024 |
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| ROI Financial Advisors | 7.4k | $283k | 0% | Sep 2024 |
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| PSI Advisors | 7.1k | $274k | 1% | Sep 2024 |
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| Sanctuary Advisors | 6.9k | $224k | 100% | Jun 2024 |
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| Wealth Effects | 6.9k | $265k | 0% | Sep 2024 |
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| Core Wealth Partners | 6.6k | $253k | -2% | Sep 2024 |
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| IFP Advisors | 6.5k | $216k | -6% | Jun 2024 |
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| Quantinno Capital Management | 6.3k | $210k | 100% | Jun 2024 |
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| Axxcess Wealth Management | 6.0k | $231k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 5.9k | $228k | 100% | Sep 2024 |
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| Pacific Sun Financial Corp | 5.8k | $223k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 5.7k | $218k | 388% | Sep 2024 |
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| Bright Financial Advisors | 5.6k | $214k | 100% | Sep 2024 |
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| HB Wealth Management | 5.5k | $212k | 100% | Sep 2024 |
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| Kestra Advisory Services | 5.3k | $203k | -52% | Sep 2024 |
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| Manchester Capital Management | 4.0k | $153k | 0% | Sep 2024 |
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| William Blair $ Company | 2.7k | $104k | 939% | Sep 2024 |
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| Jones Financial Companies, L.L | 2.5k | $97k | 100% | Sep 2024 |
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| GPS Wealth Strategies Group | 2.0k | $78k | 0% | Sep 2024 |
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| Tower Research Capital | 1.8k | $60k | -77% | Jun 2024 |
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| Proequities | 1.7k | $64M | 11% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.5k | $48k | -15% | Jun 2024 |
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| CoreCap Advisors | 1.3k | $50k | -18% | Sep 2024 |
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| Geneos Wealth Management | 1.1k | $37k | -55% | Jun 2024 |
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| Private Trust Co Na | 1.1k | $36k | 0% | Jun 2024 |
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| Newbridge Financial Services Group | 1.1k | $41k | 0% | Sep 2024 |
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| ICA Group Wealth Management | 900.00 | $30k | -66% | Jun 2024 |
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| Principal Securities | 847.00 | $33k | 0% | Sep 2024 |
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| Center for Financial Planning | 825.00 | $32k | 0% | Sep 2024 |
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| CWM | 738.00 | $28k | 1% | Sep 2024 |
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| SRS Capital Advisors | 637.00 | $25k | -19% | Sep 2024 |
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| Howe and Rusling | 495.00 | $19k | 100% | Sep 2024 |
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| Coastal Investment Advisors | 380.00 | $15k | 0% | Sep 2024 |
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| Global Retirement Partners | 350.00 | $14k | 0% | Sep 2024 |
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| Sunbelt Securities | 317.00 | $11k | 0% | Jun 2024 |
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| Ancora Advisors | 250.00 | $9.6k | 0% | Sep 2024 |
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| Raleigh Capital Management | 245.00 | $9.4k | 100% | Sep 2024 |
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| Wagner Wealth Management | 204.00 | $7.9k | 0% | Sep 2024 |
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| Qube Research & Technologies | 201.00 | $6.6k | -93% | Jun 2024 |
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| Capital Investment Advisory Services | 135.00 | $5.2k | 0% | Sep 2024 |
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| Davis Capital Management | 131.00 | $5.0k | 0% | Sep 2024 |
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| Financial Network Wealth Advisors | 120.00 | $4.6k | 100% | Sep 2024 |
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| O'shaughnessy Asset Management | 95.00 | $3.6k | 100% | Sep 2024 |
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| Key FInancial | 78.00 | $3.0k | 0% | Sep 2024 |
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| Transamerica Financial Advisors | 66.00 | $3.0k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 40.00 | $1.5k | 100% | Sep 2024 |
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| DHJJ Financial Advisors | 28.00 | $1.1k | 4% | Sep 2024 |
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Who sold out of First Trust Utilities AlphaDEX Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| OneAscent Financial Services | Jun 2024 | 20k | $660k |
| Rockport Wealth | Mar 2024 | 16k | $511k |
| D. E. Shaw & Co | Jun 2024 | 14k | $462k |
| Kestra Private Wealth Services | Jun 2024 | 14k | $456k |
| Millennium Management | Jun 2024 | 10k | $331k |
| International Assets Investment Management | Jun 2024 | 8.9k | $294k |
| Brass Tax Wealth Management | Mar 2024 | 8.5k | $277k |
| Goldman Sachs Group | Mar 2024 | 8.0k | $261k |
| Gradient Investments | Jun 2024 | 105.00 | $3.5k |
| Indiana Trust & Investment Management | Jun 2024 | 65.00 | $2.1k |