FIRST TRUST UTILITIES ALPHAD (FXU) Institutional Ownership Changes & 13F Activity

FIRST TRUST UTILITIES ALPHAD (FXU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Raymond James Financial Inc, Bank Of America Corp, Goldman Sachs Group Inc, and Mutual Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+5,439+13.4%46,019$2.27MQ2 2026Sep 09, 2026
Corient Private Wealth LlcSell-743-5.2%13,445$663.38KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+46+0.4%12,053$594.73KQ2 2026Aug 20, 2026
Beacon Pointe Advisors, LlcBuy+17,88217,882$882.29KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-4,861-6.9%65,156$3.21MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-737-2.5%28,721$1.42MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+493+4.0%12,670$625.00KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-168-40.9%243$12.02KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-126,494-14.0%778,487$38.41MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-79,111-11.4%616,213$30.40MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+32,906+4.3%796,922$39.32MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+25,978+439.1%31,894$1.57MQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-25,441-75.2%8,388$413.87KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+18,21918,219$898.92KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+16,41716,417$810.01KQ2 2026Aug 14, 2026
Coppell Advisory Solutions LlcBuy+14,30014,300$10.77KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-14,038-43.5%18,250$900.48KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+13,88813,888$685.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,336+15.2%100,919$4.98MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-11,461-6.5%164,962$8.14MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+11,410+115.3%21,310$1.05MQ2 2026Aug 14, 2026
Earned Wealth Advisors, LlcSell-10,659-2.8%368,598$18.19MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+7,6597,659$377.89KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+7,6337,633$376.61KQ2 2026Aug 14, 2026
Delos Wealth Advisors, LlcBuy+6,418+3.9%169,859$8.38MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+6,2036,203$306.06KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+5,9475,947$293.43KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+5,605+28.3%25,441$1.28MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-3,637-11.2%28,897$1.43MQ2 2026Aug 14, 2026
Roi Financial Advisors, LlcBuy+3,436+56.6%9,509$469.18KQ2 2026Aug 14, 2026
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Frequently asked questions about FXU activity

  • Which institutional owners are buying FXU?

    Institutional owners buying FXU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FXU activity?

    "Buy" means an investor increased their reported position in FXU compared to the prior reporting period. This reflects growing exposure to FIRST TRUST UTILITIES ALPHAD (FXU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FXU increasing?

    Institutional interest in FXU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.