FXU Institutional Ownership
First Trust Utilities AlphaDEX Fund
1W: +0.9%
1M: -5.0%
3M: -10.1%
YTD: -2.5%
1Y: -2.3%
3Y: +62.1%
5Y: +63.5%
$44.36
+0.24 (+0.54%)
Weekly Expected Move ±1.8%
$43
$44
$44
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FXU
224
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
566M
Total Invested
30
New Positions
75
Increased
88
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (248 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2,002,915 | 89M | +212,666 | +11.9% | 54Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,700,608 | 75M | -171,850 | -9.2% | 60Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 796,922 | 35M | +32,906 | +4.3% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 778,487 | 35M | -126,494 | -14.0% | 71Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 616,213 | 27M | -79,111 | -11.4% | 7Q | SEC ↗ |
| 6 | EARNED WEALTH ADVISORS, LLC | 368,598 | 16M | -10,659 | -2.8% | 3Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 346,285 | 15M | +10,316 | +3.1% | 16Q | SEC ↗ |
| 8 | TRUIST FINANCIAL CORP | 310,849 | 14M | -62,333 | -16.7% | 27Q | SEC ↗ |
| 9 | UBS Group AG | 299,657 | 13M | -272,139 | -47.6% | 47Q | SEC ↗ |
| 10 | Csenge Advisory Group | 261,881 | 12M | +9,561 | +3.8% | 16Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 261,024 | 12M | -11,570 | -4.2% | 54Q | SEC ↗ |
| 12 | Rockport Wealth LLC | 219,489 | 10M | -8,949 | -3.9% | 5Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 212,830 | 9M | -1,916 | -0.9% | 47Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 179,897 | 8M | +32,494 | +22.0% | 17Q | SEC ↗ |
| 15 | Delos Wealth Advisors, LLC | 169,859 | 8M | +6,418 | +3.9% | 14Q | SEC ↗ |
| 16 | PGIM Custom Harvest LLC | 165,819 | 7M | -6,159 | -3.6% | 12Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 164,962 | 7M | -11,461 | -6.5% | 26Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 155,195 | 7M | +2,785 | +1.8% | 53Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 145,797 | 6M | -15,944 | -9.9% | 35Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 136,146 | 6M | -21,922 | -13.9% | 40Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 100,919 | 4M | +13,336 | +15.2% | 67Q | SEC ↗ |
| 22 | Fiduciary Alliance LLC | 97,807 | 4M | +10,663 | +12.2% | 3Q | SEC ↗ |
| 23 | Foundations Investment Advisors, LLC | 96,123 | 4M | +2,962 | +3.2% | 6Q | SEC ↗ |
| 24 | HARBOUR INVESTMENTS, INC. | 71,904 | 3M | +44,228 | +159.8% | 17Q | SEC ↗ |
| 25 | Equitable Holdings, Inc. | 65,156 | 3M | -4,861 | -6.9% | 7Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 55,157 | 2M | +27,907 | +102.4% | 37Q | SEC ↗ |
| 27 | Sigma Planning Corp | 52,752 | 2M | +6,437 | +13.9% | 9Q | SEC ↗ |
| 28 | BNP PARIBAS FINANCIAL MARKETS | 50,425 | 2M | +46,567 | +1207.0% | 4Q | SEC ↗ |
| 29 | Integrated Wealth Concepts LLC | 46,019 | 2M | +5,439 | +13.4% | 2Q | SEC ↗ |
| 30 | PKS Advisory Services, LLC | 39,106 | 2M | +971 | +2.5% | 7Q | SEC ↗ |
| 31 | BENJAMIN EDWARDS INC | 38,756 | 2M | -11,784 | -23.3% | 8Q | SEC ↗ |
| 32 | Cyndeo Wealth Partners, LLC | 38,597 | 2M | +3,664 | +10.5% | 5Q | SEC ↗ |
| 33 | Proactive Wealth Strategies LLC | 35,797 | 2M | -94 | -0.3% | 8Q | SEC ↗ |
| 34 | NewEdge Advisors, LLC | 33,280 | 1M | -10,436 | -23.9% | 42Q | SEC ↗ |
| 35 | Gateway Wealth Partners, LLC | 33,171 | 1M | +3,067 | +10.2% | 5Q | SEC ↗ |
| 36 | Tower Research Capital LLC (TRC) | 32,750 | 1M | -10,658 | -24.6% | 2Q | SEC ↗ |
| 37 | Arkadios Wealth Advisors | 32,376 | 1M | -575 | -1.7% | 4Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 31,894 | 1M | +25,978 | +439.1% | 8Q | SEC ↗ |
| 39 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 30,030 | 1M | -1,345 | -4.3% | 7Q | SEC ↗ |
| 40 | Envestnet Portfolio Solutions, Inc. | 29,309 | 1M | +15,136 | +106.8% | 2Q | SEC ↗ |
| 41 | Regal Investment Advisors LLC | 28,897 | 1M | -3,637 | -11.2% | 21Q | SEC ↗ |
| 42 | Ausdal Financial Partners, Inc. | 28,883 | 1M | +1,222 | +4.4% | 7Q | SEC ↗ |
| 43 | Asset Allocation Strategies LLC | 28,721 | 1M | -737 | -2.5% | 7Q | SEC ↗ |
| 44 | &PARTNERS | 28,110 | 1M | +3,250 | +13.1% | 3Q | SEC ↗ |
| 45 | J.W. COLE ADVISORS, INC. | 27,068 | 1M | +258 | +1.0% | 10Q | SEC ↗ |
| 46 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27,060 | 1M | +305 | +1.1% | 7Q | SEC ↗ |
| 47 | D.A. DAVIDSON & CO. | 26,752 | 1M | +2,034 | +8.2% | 6Q | SEC ↗ |
| 48 | Kovack Advisors, Inc. | 26,627 | 1M | +6,463 | +32.1% | 6Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 26,171 | 1M | -22,572 | -46.3% | 25Q | SEC ↗ |
| 50 | Quantinno Capital Management LP | 26,039 | 1M | +1,051 | +4.2% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 18,219 | 808K |
| Beacon Pointe Advisors, LLC | 17,882 | 793K |
| D. E. Shaw & Co., Inc. | 16,417 | 728K |
| Coppell Advisory Solutions LLC | 14,300 | 634K |
| FLOW TRADERS U.S. LLC | 13,888 | 616K |
| Persium Advisors, LLC | 10,650 | 472K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,659 | 340K |
| IFG Advisory, LLC | 7,633 | 339K |
| Parallel Advisors, LLC | 7,586 | 337K |
| Atria Investments, Inc | 6,392 | 284K |
| XTX Topco Ltd | 6,203 | 275K |
| Global Retirement Partners, LLC | 6,008 | 267K |
| AXXCESS WEALTH MANAGEMENT, LLC | 6,000 | 266K |
| FIDUCIARY FINANCIAL ADVISORS | 5,947 | 264K |
| Global Assets Advisory, LLC | 5,714 | 253K |
| Urban Wealth Management, LLC | 5,152 | 229K |
| StoneX Group Inc. | 4,161 | 185K |
| Kroeger Financial Partners | 1,398 | 62K |
| Regatta Research & Money Management | 818 | 36K |
| Coston, McIsaac & Partners | 704 | 31K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | 16,901,242 | 750M |
| TWO SIGMA INVESTMENTS, LP | 349,700 | 16M |
| NewSquare Capital LLC | 312,244 | 14M |
| Virtue Capital Management, LLC | 143,002 | 6M |
| Vestmark Advisory Solutions, Inc. | 127,886 | 6M |
| World Investment Advisors | 99,227 | 4M |
| Ocean Park Asset Management, LLC | 85,904 | 4M |
| GREENUP STREET WEALTH MANAGEMENT LL | 81,616 | 4M |
| Brendel Financial Advisors LLC | 61,622 | 3M |
| Qube Research & Technologies Ltd | 58,774 | 3M |
| TriaGen Wealth Management LLC | 50,104 | 2M |
| Quadrature Capital Ltd | 39,149 | 2M |
| GTS SECURITIES LLC | 36,880 | 2M |
| Davis Investment Partners, LLC | 33,249 | 1M |
| Element Wealth, LLC | 29,741 | 1M |
| DAVENPORT & Co LLC | 28,343 | 1M |
| TRUST CO OF OKLAHOMA | 26,241 | 1M |
| Independent Advisor Alliance | 23,491 | 1M |
| Englebert Financial Advisers, LLC | 20,043 | 889K |
| MinichMacGregor Wealth Management, | 16,241 | 720K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -272,139 | -47.6% | 299,657 |
| MORGAN STANLEY | -171,850 | -9.2% | 1,700,608 |
| Summit Financial, LLC | -141,142 | -90.2% | 15,331 |
| WELLS FARGO & COMPANY/MN | -126,494 | -14.0% | 778,487 |
| Milestones Private Investment Advis | -111,116 | -90.9% | 11,154 |
| RAYMOND JAMES FINANCIAL INC | -79,111 | -11.4% | 616,213 |
| TRUIST FINANCIAL CORP | -62,333 | -16.7% | 310,849 |
| CWM, LLC | -62,236 | -99.2% | 491 |
| OPPENHEIMER & CO INC | -56,814 | -79.8% | 14,411 |
| Merit Financial Group, LLC | -34,742 | -65.5% | 18,286 |
| Mutual Advisors, LLC | -25,441 | -75.2% | 8,388 |
| Nilsine Partners, LLC | -23,232 | -79.8% | 5,876 |
| Private Advisor Group, LLC | -22,572 | -46.3% | 26,171 |
| Janney Montgomery Scott LLC | -21,922 | -13.9% | 136,146 |
| Kestra Advisory Services, LLC | -21,038 | -46.7% | 24,005 |
| HB Wealth Management, LLC | -16,244 | -63.5% | 9,357 |
| COMMONWEALTH EQUITY SERVICES, LLC | -15,944 | -9.9% | 145,797 |
| WCG Wealth Advisors LLC | -14,038 | -43.5% | 18,250 |
| Baird Financial Group, Inc. | -12,735 | -64.1% | 7,120 |
| BENJAMIN EDWARDS INC | -11,784 | -23.3% | 38,756 |