Who owns First Trust Utilities AlphaDEX Fund (FXU)? Elite investor 13F holders
3 tracked elite investors reported holding First Trust Utilities AlphaDEX Fund as of 2026-06-30, including D.E. Shaw, Gotham Asset Management, Ancora Advisors / Ancora Holdings. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
3 tracked investors currently reported holding · Latest report period: 2026-06-30
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| D.E. Shaw | FIRST TR EXCHANGE TRADED FD | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 810015.00 USD | 16417.000000 | Shares | buy | Original filing |
| Gotham Asset Management | FIRST TR EXCHANGE TRADED FD | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 390181.00 USD | 7908.000000 | Shares | hold | Original filing |
| Ancora Advisors / Ancora Holdings | FIRST TR EXCHANGE TRADED FD | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 12335.00 USD | 250.000000 | Shares | hold | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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