FXU — First Trust Utilities Alphadex Fund Institutional Holders · Q3 2026
Who owns First Trust Utilities Alphadex Fund (FXU)? 10 institutions reported holding $2.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Sound Income Strategies, LLC ($852,037), Winebrenner Capital Management LLC ($659,459), Farther Finance Advisors, LLC ($521,309).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $852,037 | 18,788 | Trimmed |
| 2 | WINEBRENNER CAPITAL MANAGEMENT LLC | $659,459 | 15,015 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $521,309 | 11,870 | Trimmed |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $60,434 | 1,376 | Hold |
| 5 | CX Institutional | $12,000 | 277 | Added |
| 6 | CoreCap Advisors, LLC | $7,774 | 177 | Added |
| 7 | Davis Capital Management | $2,240 | 51 | Trimmed |
| 8 | Central Pacific Bank - Trust Division | $1,669 | 38 | Hold |
| 9 | VALLEY WEALTH MANAGERS, INC. | $26 | 1 | Hold |
| 10 | Persium Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30