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First Trust Utilities AlphaDEX Fund

98 hedge funds and large institutions have $136M invested in First Trust Utilities AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JAWM
26
J. Arnold Wealth Management
Ohio
$1.09M 37,997 -783,325 -95%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.04M 36,299 -93,698 -72%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$988K 34,591 -8,121 -19%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$852K 29,842 +3,100 +12%
Stifel Financial
30
Stifel Financial
Missouri
$659K 23,069 -4,738 -17%
Citadel Advisors
31
Citadel Advisors
Florida
$652K 22,812 -31,774 -58%
KNW
32
Kesler Norman & Wride
Utah
$612K 21,433
MML Investors Services
33
MML Investors Services
Massachusetts
$607K 21,246 +7,234 +52%
WFA
34
WMG Financial Advisors
Tennessee
$596K 20,875 -19,664 -49%
TRCT
35
Tower Research Capital (TRC)
New York
$569K 19,908 +2,223 +13%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$550K 19,253 -4,932 -20%
KAS
37
Kestra Advisory Services
Texas
$539K 18,870 -39,886 -68%
DC
38
Davenport & Co
Virginia
$458K 16,023 +4,358 +37%
SFG
39
StrategIQ Financial Group
Indiana
$451K 15,780
JIP
40
Jaffetilchin Investment Partners
Florida
$439K 15,383 +15,383 New
MAP
41
Milestone Advisory Partners
North Carolina
$437K 15,287
CI
42
CX Institutional
Indiana
$420K 14,716 +14,716 New
CCA
43
Cottonwood Capital Advisors
Utah
$414K 14,494 -1,474 -9%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$399K 12,755 +12,755 New
HWM
45
HB Wealth Management
Georgia
$392K 13,736
MSAM
46
Moloney Securities Asset Management
Missouri
$390K 13,646 -6,727 -33%
PAG
47
Private Advisor Group
New Jersey
$384K 13,432 -2,566 -16%
MWM
48
Meridian Wealth Management
Kentucky
$352K 12,326
EH
49
Equitable Holdings
New York
$323K 11,307 -794 -7%
AAS
50
Avantax Advisory Services
Texas
$321K 11,231 +3,401 +43%