Who owns First Trust Utilities AlphaDEX Fnd?
- Ticker: FXU
- CUSIP Number: 33734X184
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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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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 | 1.9M | $93M | -41% | Mar 2026 |
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| LPL Financial | 1.8M | $89M | 5% | Mar 2026 |
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| Raymond James Financial | 969k | $44M | 4% | Dec 2025 |
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| Wells Fargo & Company | 905k | $45M | -46% | Mar 2026 |
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| Bank of America Corporation | 764k | $38M | 100% | Mar 2026 |
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| UBS Group | 572k | $28M | 5% | Mar 2026 |
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| Advisory Services Network | 418k | $19M | -8% | Dec 2025 |
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| Capital Performance Advisors | 379k | $19M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 373k | $19M | 22% | Mar 2026 |
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| Susquehanna International | 365k | $16M | 4367% | Dec 2025 |
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| Two Sigma Investments | 350k | $17M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 336k | $17M | 13% | Mar 2026 |
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| Envestnet Asset Management | 273k | $14M | 52% | Mar 2026 |
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| Advisor Group Holdings | 265k | $12M | 11% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 263k | $12M | 100% | Dec 2025 |
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| Csenge Advisory Group | 252k | $13M | 4% | Mar 2026 |
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| Rockport Wealth | 228k | $11M | 3196% | Mar 2026 |
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| Stifel Financial | 215k | $11M | -34% | Mar 2026 |
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| Green Harvest Asset Management | 172k | $8.5M | 0% | Mar 2026 |
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| Delos Wealth Advisors | 163k | $8.1M | 5% | Mar 2026 |
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| Commonwealth Equity Services | 162k | $8.0M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 158k | $7.8M | 0% | Mar 2026 |
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| Summit Financial | 157k | $7.8M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 152k | $7.6M | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 147k | $7.3M | 10% | Mar 2026 |
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| Virtue Capital Management | 143k | $7.1M | 100% | Mar 2026 |
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| Quadrature Capital | 133k | $6.0M | 100% | Dec 2025 |
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| Milestones Private Investment Advisors | 122k | $6.1M | 3% | Mar 2026 |
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| Baird Financial | 101k | $4.5M | -6% | Dec 2025 |
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| Foundations Investment Advisors | 93k | $4.6M | 0% | Mar 2026 |
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| Royal Bank of Canada | 88k | $4.4M | -58% | Mar 2026 |
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| Fiduciary Alliance | 87k | $4.3M | 44% | Mar 2026 |
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| Wright Fund Managment | 86k | $4.3M | 100% | Mar 2026 |
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| Oppenheimer & Co | 71k | $3.5M | -23% | Mar 2026 |
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| Equitable Holdings | 70k | $3.2M | 8% | Mar 2026 |
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| Qube Research & Technologies | 67k | $3.0M | 92% | Dec 2025 |
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| CWM | 63k | $2.8M | -15% | Dec 2025 |
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| Brendel Financial Advisors | 62k | $3.1M | 100% | Mar 2026 |
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| Merit Financial Group | 53k | $2.6M | -8% | Mar 2026 |
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| Benjamin Edwards | 51k | $2.5M | -83% | Mar 2026 |
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| Private Advisor | 49k | $2.4M | -27% | Mar 2026 |
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| Sigma Planning | 46k | $2.3M | -47% | Mar 2026 |
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| Kestra Advisory Services | 45k | $2.2M | 148% | Mar 2026 |
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| Goss Wealth Management | 44k | $2.2M | -91% | Mar 2026 |
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| Integrated Wealth Concepts | 41k | $2.0M | 100% | Mar 2026 |
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| PKS Advisory Services | 38k | $1.9M | 7% | Mar 2026 |
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| Gts Securities | 37k | $1.7M | 100% | Dec 2025 |
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| Proactive Wealth Strategies | 36k | $1.8M | -34% | Mar 2026 |
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| Cyndeo Wealth Partners | 35k | $1.7M | 9% | Mar 2026 |
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| Mutual Advisors | 34k | $1.7M | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 33k | $1.6M | -58% | Mar 2026 |
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| WCG Wealth Advisors | 32k | $1.6M | -91% | Mar 2026 |
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| Regal Investment Advisors | 31k | $1.4M | 22% | Dec 2025 |
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| Gateway Wealth Partners | 30k | $1.5M | 559% | Mar 2026 |
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| Independent Financial Group | 30k | $1.5M | -21% | Mar 2026 |
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| Asset Allocation Strategies | 30k | $1.5M | -3% | Mar 2026 |
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| Nilsine Partners | 29k | $1.4M | -94% | Mar 2026 |
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| Harbour Investments | 28k | $1.4M | 248% | Mar 2026 |
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| Ausdal Financial Partners | 28k | $1.4M | 0% | Mar 2026 |
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| Mml Investors Services | 27k | $1.4M | -45% | Mar 2026 |
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| J.w. Cole Advisors | 27k | $1.3M | -18% | Mar 2026 |
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| Nations Financial Group | 27k | $1.3M | 4% | Mar 2026 |
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| HB Wealth Management | 26k | $1.3M | 88% | Mar 2026 |
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| Quantinno Capital Management | 25k | $1.2M | 9% | Mar 2026 |
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| D.A. Davidson & Co. | 25k | $1.2M | -76% | Mar 2026 |
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| Concurrent Investment Advisors | 24k | $1.2M | -18% | Mar 2026 |
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| Independent Advisor Alliance | 24k | $1.2M | 100% | Mar 2026 |
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| HFG Advisors | 23k | $1.2M | 11% | Mar 2026 |
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| Kovack Advisors | 20k | $1.0M | -50% | Mar 2026 |
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| Brian McDonald | 19k | $863k | 8% | Dec 2025 |
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| Sound Income Strategies | 19k | $943k | 7% | Mar 2026 |
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| Farther Finance Advisors | 19k | $928k | 62% | Mar 2026 |
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| Flagship Harbor Advisors | 19k | $920k | 49% | Mar 2026 |
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| Jones Financial Companies, L.L | 18k | $824k | 43% | Dec 2025 |
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| Thrivent Financial for Lutherans | 18k | $885k | 100% | Mar 2026 |
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| MGB Wealth Management | 17k | $767k | 139% | Dec 2025 |
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| Winebrenner Capital Management | 16k | $799k | -1% | Mar 2026 |
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| Dynamic Advisors Solutions | 16k | $787k | -4% | Mar 2026 |
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| Sanctuary Advisors | 15k | $766k | 22% | Mar 2026 |
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| GFS Advisors | 15k | $9.4M | 100% | Mar 2026 |
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| Apeiron RIA | 15k | $756k | -11% | Mar 2026 |
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| Warren Averett Asset Management | 15k | $678k | 74% | Dec 2025 |
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| Trueblood Wealth Management | 15k | $742k | 0% | Mar 2026 |
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| RFG Advisory | 15k | $728k | 100% | Mar 2026 |
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| Prospera Financial Services | 15k | $720k | 1% | Mar 2026 |
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| Kingswood Wealth Advisors | 14k | $706k | -64% | Mar 2026 |
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| CI Private Wealth | 14k | $622k | 20% | Mar 2026 |
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| Envestnet Portfolio Solutions | 14k | $703k | 100% | Mar 2026 |
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| Resurgent Financial Advisors | 13k | $648k | 28% | Mar 2026 |
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| Asset One Wealth Management | 13k | $630k | 100% | Mar 2026 |
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| IFP Advisors | 13k | $638k | 12% | Mar 2026 |
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| Kestra Private Wealth Services | 13k | $637k | 1% | Mar 2026 |
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| Pnc Financial Services | 13k | $636k | -2% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 12k | $613k | 18% | Mar 2026 |
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| Centaurus Financial | 12k | $604k | -9% | Mar 2026 |
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| Cottonwood Capital Advisors | 12k | $602k | 0% | Mar 2026 |
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| Rehmann Capital Advisory | 12k | $596k | 0% | Mar 2026 |
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| Ferguson Shapiro | 12k | $588k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 12k | $586k | 100% | Mar 2026 |
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| International Assets Investment Management | 12k | $588k | -20% | Mar 2026 |
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| Western Wealth Management | 12k | $580k | -2% | Mar 2026 |
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| RPg Family Wealth Advisory | 11k | $488k | -33% | Dec 2025 |
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| Harmony Asset Management | 11k | $526k | -5% | Mar 2026 |
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| Risk Paradigm | 11k | $476k | 100% | Dec 2025 |
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| HBW Advisory Services | 11k | $523k | -13% | Mar 2026 |
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| Advisor Resource Council | 11k | $522k | 100% | Mar 2026 |
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| Signature Estate and Investment Advisors | 11k | $519k | 1% | Mar 2026 |
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| Meridian Wealth Management | 10k | $511k | 0% | Mar 2026 |
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| Equitable Trust | 10k | $507k | 100% | Mar 2026 |
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| One Charles Private Wealth Services | 10k | $503k | -3% | Mar 2026 |
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| Dorsey Wright & Associates | 10k | $497k | 100% | Mar 2026 |
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| CLS Investments | 9.9k | $491k | 100% | Mar 2026 |
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| Cadent Capital Advisors | 9.5k | $473k | -4% | Mar 2026 |
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| Schrum Private Wealth Management | 8.4k | $417k | 0% | Mar 2026 |
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| Belpointe Asset Management | 8.1k | $404k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 8.1k | $404k | 100% | Mar 2026 |
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| Claro Advisors | 8.1k | $401k | 0% | Mar 2026 |
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| Gotham Asset Management | 7.9k | $392k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 7.7k | $383k | 7% | Mar 2026 |
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| Global View Capital Management | 7.5k | $374k | -4% | Mar 2026 |
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| BIP Wealth | 7.5k | $370k | 100% | Mar 2026 |
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| OneAscent Financial Services | 7.5k | $370k | 3% | Mar 2026 |
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| Coppell Advisory Solutions | 7.3k | $333k | 0% | Dec 2025 |
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| Colony | 7.3k | $329k | 5% | Dec 2025 |
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| Rockefeller Capital Management | 7.3k | $361k | -87% | Mar 2026 |
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| WealthBridge Capital Management | 7.1k | $351k | 100% | Mar 2026 |
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| Lee Johnson Capital Management | 7.1k | $351k | -15% | Mar 2026 |
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| Wealth Effects | 6.9k | $342k | 0% | Mar 2026 |
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| Core Wealth Partners | 6.6k | $325k | 0% | Mar 2026 |
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| ROI Financial Advisors | 6.1k | $301k | -1% | Mar 2026 |
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| Goldman Sachs Group | 5.9k | $293k | 0% | Mar 2026 |
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| Bright Financial Advisors | 5.6k | $276k | 0% | Mar 2026 |
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| Retirement Planning Group | 5.5k | $273k | -2% | Mar 2026 |
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| Capital Square | 5.4k | $266k | 100% | Mar 2026 |
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| Beto Financial Group | 5.2k | $249k | -51% | Mar 2026 |
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| Vivaldi Capital Management | 5.1k | $231k | 0% | Dec 2025 |
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| HighTower Advisors | 5.1k | $251k | 3% | Mar 2026 |
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| LaSalle St. Investment Advisors | 5.0k | $250k | 0% | Mar 2026 |
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| We Are One Seven | 5.0k | $227k | -5% | Dec 2025 |
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| Mot | 5.0k | $248k | 0% | Mar 2026 |
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| Perennial Investment Advisors | 4.9k | $243k | 100% | Mar 2026 |
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| Pacific Sun Financial Corp | 4.8k | $238k | 0% | Mar 2026 |
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| Daymark Wealth Partners | 4.4k | $216k | -97% | Mar 2026 |
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| Moors & Cabot | 4.2k | $210k | -46% | Mar 2026 |
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| Mariner Wealth Advisors | 4.2k | $207k | -17% | Mar 2026 |
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| Beacon Capital Management | 4.1k | $201k | 100% | Mar 2026 |
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| Manchester Capital Management | 4.0k | $197k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 3.9k | $192k | -33% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 3.9k | $191k | -92% | Mar 2026 |
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| Nbc Securities | 3.8k | $186k | 0% | Mar 2026 |
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| Nova Wealth Management | 3.6k | $180k | -9% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.5k | $73k | -75% | Mar 2026 |
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| Transamerica Financial Advisors | 411.00 | $20k | -99% | Mar 2026 |
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| Coastal Investment Advisors | 1.00 | $51.000000 | -100% | Mar 2026 |
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Who sold out of First Trust Utilities AlphaDEX Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| First Trust Advisors | Dec 2025 | 17M | $761M |
| CFG Asset Management | Dec 2025 | 312k | $14M |
| Vestmark Advisory Solutions | Dec 2025 | 128k | $5.8M |
| Pensionmark Financial Group | Dec 2025 | 99k | $4.5M |
| TriaGen Wealth Management | Dec 2025 | 50k | $2.3M |
| Davis Investment Partners | Dec 2025 | 33k | $1.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 32k | $1.4M |
| Element Wealth | Dec 2025 | 30k | $1.3M |
| Davenport & Co | Dec 2025 | 28k | $1.3M |
| Intl Fcstone | Dec 2025 | 28k | $1.3M |
| Trust Co Of Oklahoma | Dec 2025 | 26k | $1.2M |
| Englebert Financial Advisers | Dec 2025 | 20k | $902k |
| MinichMacGregor Wealth Management | Dec 2025 | 16k | $731k |
| Garden State Investment Advisory Services | Dec 2025 | 15k | $662k |
| Tudor Financial | Dec 2025 | 14k | $638k |
| Jpmorgan Chase & Co | Sep 2025 | 9.5k | $430k |
| Retirement Network | Dec 2025 | 9.2k | $416k |
| Axxcess Wealth Management | Dec 2025 | 6.0k | $270k |
| D. E. Shaw & Co | Dec 2025 | 5.8k | $262k |
| Global Assets Advisory | Dec 2025 | 5.6k | $252k |
| Atria Investments | Dec 2025 | 5.6k | $252k |
| Renaissance Technologies | Sep 2025 | 5.4k | $245k |
| IFG Advisory | Dec 2025 | 5.4k | $242k |
| Mercer Global Advisors | Dec 2025 | 4.8k | $214k |