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First Trust Utilities AlphaDEX Fund

86 hedge funds and large institutions have $123M invested in First Trust Utilities AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
26
Regal Investment Advisors
Michigan
$455K -$2.31K -91 -0.5%
IA
27
IFP Advisors
Florida
$453K
BA
28
Ballew Advisors
Mississippi
$384K +$6.55K +258 +2%
VF
29
Virtu Financial
New York
$346K -$477K -18,806 -58%
LFG
30
LifePlan Financial Group
Ohio
$345K -$65.2K -2,568 -16%
PSF
31
Pacific Sun Financial
California
$345K +$345K +13,590 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$333K +$19.3K +760 +6%
CIAS
33
Capital Investment Advisory Services
North Carolina
$322K -$20.5K -809 -6%
ACM
34
AlphaStar Capital Management
North Carolina
$319K +$319K +12,596 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$318K -$56K -2,207 -15%
PAG
36
Private Advisor Group
New Jersey
$318K +$318K +12,552 New
SPIA
37
Steward Partners Investment Advisory
New York
$313K +$121K +4,791 +63%
HighTower Advisors
38
HighTower Advisors
Illinois
$279K +$279K +11,046 New
AG
39
Advisor Group
Arizona
$262K -$775K -30,572 -75%
LFAS
40
Level Four Advisory Services
Texas
$256K -$1.85K -73 -0.7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$246K -$372K -14,674 -60%
TSS
42
Two Sigma Securities
New York
$239K -$380K -14,994 -61%
CC
43
Cedar Capital
Illinois
$220K +$220K +8,656 New
FAIM
44
Financial Advocates Investment Management
Washington
$207K -$166K -6,552 -44%
SWP
45
Stratos Wealth Partners
Ohio
$201K -$120K -4,727 -37%
Citigroup
46
Citigroup
New York
$117K +$4.07K +160 +4%
SG Americas Securities
47
SG Americas Securities
New York
$107K -$15.4K -609 -13%
RFM
48
Royal Fund Management
Florida
$107K
ASN
49
Advisory Services Network
Georgia
$76K -$26.3K -1,032 -26%
MOS
50
MGO One Seven
Ohio
$70K -$10.9K -433 -13%