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First Trust Utilities AlphaDEX Fund

75 hedge funds and large institutions have $111M invested in First Trust Utilities AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
13
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EP
51
Eudaimonia Partners
Tennessee
$49K 1,844
PFBT
52
Parkside Financial Bank & Trust
Missouri
$45K 1,715
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$42K 1,597 +1,597 New
AAP
54
Arax Advisory Partners
Colorado
$40K 1,514 -265 -15%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$38K 1,281
LFG
56
LifePlan Financial Group
Ohio
$38K 1,454
NC
57
NewSquare Capital
Pennsylvania
$36K 1,345 -7,574 -85%
GWM
58
Geneos Wealth Management
Colorado
$35K 1,377
CFB
59
Cullen/Frost Bankers
Texas
$26K 981
NFSG
60
Newbridge Financial Services Group
Florida
$25K 950 +950 New
SPIA
61
Steward Partners Investment Advisory
New York
$22K 821 -3,320 -80%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$19K 727 -34,938 -98%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$18K 672 -182 -21%
AP
64
Atwood & Palmer
Missouri
$15K 580 -1,105 -66%
Deutsche Bank
65
Deutsche Bank
Germany
$14K 545 -8,544 -94%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$12K 448 -67 -13%
William Blair & Company
67
William Blair & Company
Illinois
$7K 261
VFA
68
Valeo Financial Advisors
Indiana
$5K 177
CIAS
69
Capital Investment Advisory Services
North Carolina
$4K 135
TFA
70
Transamerica Financial Advisors
Florida
$2K 60 -393 -87%
AF
71
Advisornet Financial
Minnesota
$1K 22
LFG
72
Larson Financial Group
Missouri
$1K 42 +9 +27%
AA
73
Advisory Alpha
Michigan
$1K 19 +19 New
NFG
74
Next Financial Group
Texas
$1K 37 +37 New
HFS
75
Horizon Financial Services
North Carolina
$1K 40 +40 New