FXU icon

First Trust Utilities AlphaDEX Fund

86 hedge funds and large institutions have $123M invested in First Trust Utilities AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
51
SeaCrest Wealth Management
New York
$66K -$37.5K -1,477 -36%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$63K
WTC
53
WhitTier Trust Company
Nevada
$63K +$63K +2,500 New
PFBT
54
Parkside Financial Bank & Trust
Missouri
$43K
AF
55
Advisornet Financial
Minnesota
$36K
RCAG
56
Rehmann Capital Advisory Group
Michigan
$31K +$31K +1,237 New
AP
57
Atwood & Palmer
Missouri
$30K -$1.59M -62,580 -98%
WEC
58
Winslow Evans & Crocker
Massachusetts
$24.1K
SEI Investments
59
SEI Investments
Pennsylvania
$23K
NC
60
NewSquare Capital
Pennsylvania
$20K
BWA
61
Burt Wealth Advisors
Maryland
$18K
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$18K +$18K +727 New
TFA
63
Transamerica Financial Advisors
Florida
$17K -$8.1K -313 -32%
William Blair & Company
64
William Blair & Company
Illinois
$14K +$14K +565 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$13K -$3.99M -154,256 -100%
RPG
66
Risk Paradigm Group
Texas
$12K -$4.39K -173 -27%
AWA
67
Acorn Wealth Advisors
Michigan
$11K
APA
68
American Portfolios Advisors
New York
$9.31K
AWMS
69
Advocacy Wealth Management Services
Georgia
$9K
BCWM
70
Bartlett & Co Wealth Management
Ohio
$8.17K +$8.17K +322 New
FCMT
71
Founders Capital Management (Texas)
Texas
$8K
BC
72
Bartlett & Co
Ohio
$8K +$8K +322 New
RFC
73
Regions Financial Corp
Alabama
$6K
HI
74
Hudock Inc
Pennsylvania
$6K
TIM
75
Tortoise Investment Management
New York
$6K