FXU

First Trust Utilities Alphad

Latest period2026 - Q1Total superinvestors197

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 197 superinvestors own shares of First Trust Utilities Alphad (FXU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Utilities Alphad (FXU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Utilities Alphad (FXU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Utilities Alphad (FXU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -40.97%
0.01%
$92.855M
1.872M shares@ 49.6 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 4.87%
0.03%
$88.778M
1.79M shares@ 49.59 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -45.66%
0.01%
$44.878M
904,981 shares@ 49.59 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -12.33%
0.01%
$37.888M
764,016 shares@ 49.59 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -28.25%
0.02%
$34.481M
695,324 shares@ 49.59 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 4.51%
0.01%
$28.355M
571,796 shares@ 49.6 avg price
WILLIAM GERALD MARTIN III@Earned Wealth Advisors, Llc
Recent Activity
Increased 1.54%
1.26%
$18.807M
379,257 shares@ 49.59 avg price
Caroline D. Hoang@Truist Financial Corp
Recent Activity
Increased 21.57%
0.03%
$18.506M
373,182 shares@ 49.6 avg price
Steve H. Metzger@Two Sigma Investments, Lp
Recent Activity
New Position
0.02%
$17.342M
349,700 shares@ 49.59 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 13.47%
0.02%
$16.661M
335,969 shares@ 49.59 avg price

1-10 of 197