First Trust Utilities AlphaDEX Fund
108 hedge funds and large institutions have $1.12B invested in First Trust Utilities AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
20.23% more ownership
Funds ownership: 62.63% → 82.86% (+20%)
14% more funds holding
Funds holding: 95 → 108 (+13)
Holders
108
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$583M | |
| 2 | +$55.3M | |
| 3 | +$47M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.4M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$17.5M |
Top Sellers
| 1 | -$856K | |
| 2 | -$853K | |
| 3 | -$633K | |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$579K |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$520K |