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First Trust Utilities AlphaDEX Fund

103 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

25% less capital invested

Capital invested by funds: $195M → $146M (-$48.6M)

40% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 40

Holders
103
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$923K
27
$706K
28
$701K
29
$688K
30
$653K
31
$652K
32
$612K
33
$580K
34
$511K
35
$494K
36
$463K
37
$449K
38
$430K
39
$424K
40
$421K
41
$415K
42
$377K
43
$372K
44
$370K
45
$363K
46
$348K
47
$339K
48
$328K
49
$316K
50
$304K