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.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
39% less capital invested
Capital invested by funds: $222M → $136M (-$85.9M)
55% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 42
Holders
98
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$4.58M | |
| 2 | +$1.89M | |
| 3 | +$1.59M | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$562K |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$439K |
Top Sellers
| 1 | -$22.4M | |
| 2 | -$13.5M | |
| 3 | -$6.21M | |
| 4 |
LPL Financial
San Diego,
California
|
-$4.74M |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$4.03M |