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First Trust Utilities AlphaDEX Fund

104 hedge funds and large institutions have $1.41B invested in First Trust Utilities AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.5B → $1.41B (-$86.9M)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.3M
2 +$12.1M
3 +$9.97M
4
Ameriprise
Ameriprise
Minnesota
+$6.08M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.09M

Top Sellers

1 -$24.9M
2 -$14.4M
3 -$11.9M
4
Morgan Stanley
Morgan Stanley
New York
-$8.09M
5
NA
Navellier & Associates
Nevada
-$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.21M
27
$3.2M
28
$3.18M
29
$3.15M
30
$2.96M
31
$2.76M
32
$2.63M
33
$2.52M
34
$2.48M
35
$2.22M
36
$2M
37
$1.75M
38
$1.56M
39
$1.43M
40
$1.43M
41
$1.39M
42
$1.22M
43
$1.22M
44
$1.11M
45
$1.1M
46
$1.07M
47
$1.06M
48
$1.01M
49
$967K
50
$941K