First Trust Utilities AlphaDEX Fund
105 hedge funds and large institutions have $1.06B invested in First Trust Utilities AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
17% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 18
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
105
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$10.7M | |
| 2 | +$6.88M | |
| 3 | +$5.28M | |
| 4 |
Morgan Stanley
New York
|
+$4.15M |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$3.79M |
Top Sellers
| 1 | -$52.7M | |
| 2 | -$34.7M | |
| 3 | -$6.89M | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.62M |