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First Trust Utilities AlphaDEX Fund

94 hedge funds and large institutions have $241M invested in First Trust Utilities AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
24
Increased
38
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.31M +$367K +11,359 +39%
Goldman Sachs
27
Goldman Sachs
New York
$1.2M +$1.2M +37,106 New
WFA
28
WMG Financial Advisors
Tennessee
$971K +$735K +22,712 +312%
JAWM
29
J. Arnold Wealth Management
Ohio
$962K +$10.6K +327 +1%
KAS
30
Kestra Advisory Services
Texas
$853K +$312K +9,643 +58%
DWMG
31
DB Wealth Management Group
California
$790K +$790K +24,440 New
Baird Financial Group
32
Baird Financial Group
Wisconsin
$672K +$58.7K +1,816 +10%
BFA
33
Brendel Financial Advisors
New Hampshire
$659K +$659K +20,381 New
WWM
34
Western Wealth Management
Colorado
$652K +$355 +11 +0.1%
GIA
35
Gladstone Institutional Advisory
Florida
$652K +$652K +20,186 New
SFG
36
StrategIQ Financial Group
Indiana
$626K -$16.8K -520 -3%
NA
37
NewEdge Advisors
Louisiana
$608K +$266K +8,236 +78%
CCA
38
Cottonwood Capital Advisors
Utah
$587K +$22.8K +705 +4%
SEA
39
Stegent Equity Advisors
Texas
$550K +$550K +17,120 New
SMF
40
Sterling Manor Financial
New York
$544K +$51.4K +1,590 +10%
MAP
41
Milestone Advisory Partners
North Carolina
$506K
TRCT
42
Tower Research Capital (TRC)
New York
$501K +$501K +15,491 New
HWM
43
HB Wealth Management
Georgia
$460K -$265K -8,212 -37%
MSAM
44
Moloney Securities Asset Management
Missouri
$445K +$445K +13,785 New
MML Investors Services
45
MML Investors Services
Massachusetts
$437K +$158K +4,888 +57%
LMKC
46
L.M. Kohn & Company
Ohio
$429K -$335K -10,355 -44%
MWM
47
Meridian Wealth Management
Kentucky
$398K
VAS
48
Vestmark Advisory Solutions
Massachusetts
$370K +$370K +11,447 New
RIA
49
Regal Investment Advisors
Michigan
$347K
SWM
50
Spire Wealth Management
Virginia
$306K -$34.6K -1,070 -10%