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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +5,439 | +13.4% | 46,019 | $2.27M | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth Llc | Sell | -743 | -5.2% | 13,445 | $663.38K | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Buy | +46 | +0.4% | 12,053 | $594.73K | Q2 2026 | Aug 20, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +17,882 | — | 17,882 | $882.29K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -4,861 | -6.9% | 65,156 | $3.21M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Sell | -737 | -2.5% | 28,721 | $1.42M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +493 | +4.0% | 12,670 | $625.00K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -168 | -40.9% | 243 | $12.02K | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -126,494 | -14.0% | 778,487 | $38.41M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -79,111 | -11.4% | 616,213 | $30.40M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +32,906 | +4.3% | 796,922 | $39.32M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +25,978 | +439.1% | 31,894 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -25,441 | -75.2% | 8,388 | $413.87K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +18,219 | — | 18,219 | $898.92K | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +16,417 | — | 16,417 | $810.01K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +14,300 | — | 14,300 | $10.77K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -14,038 | -43.5% | 18,250 | $900.48K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +13,888 | — | 13,888 | $685.00K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +13,336 | +15.2% | 100,919 | $4.98M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -11,461 | -6.5% | 164,962 | $8.14M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +11,410 | +115.3% | 21,310 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Earned Wealth Advisors, Llc | Sell | -10,659 | -2.8% | 368,598 | $18.19M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,659 | — | 7,659 | $377.89K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +7,633 | — | 7,633 | $376.61K | Q2 2026 | Aug 14, 2026 |
| Delos Wealth Advisors, Llc | Buy | +6,418 | +3.9% | 169,859 | $8.38M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +6,203 | — | 6,203 | $306.06K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +5,947 | — | 5,947 | $293.43K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +5,605 | +28.3% | 25,441 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -3,637 | -11.2% | 28,897 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Roi Financial Advisors, Llc | Buy | +3,436 | +56.6% | 9,509 | $469.18K | Q2 2026 | Aug 14, 2026 |
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.