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First Trust Utilities AlphaDEX Fund

77 hedge funds and large institutions have $109M invested in First Trust Utilities AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$110K 3,891 +23 +0.6%
CFGS
52
Concourse Financial Group Securities
Alabama
$97K 3,429 -322 -9%
FFA
53
Founders Financial Alliance
North Carolina
$76K 2,724 +5 +0.2%
ASN
54
Advisory Services Network
Georgia
$75K 2,635
WTC
55
WhitTier Trust Company
Nevada
$71K 2,500
PFBT
56
Parkside Financial Bank & Trust
Missouri
$49K 1,715
AAP
57
Arax Advisory Partners
Colorado
$43K 1,514
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$42K 1,475 -2,037 -58%
GWM
59
Geneos Wealth Management
Colorado
$40K 1,377
EP
60
Eudaimonia Partners
Tennessee
$39K 1,388 -456 -25%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$38K 1,281
CFB
62
Cullen/Frost Bankers
Texas
$28K 981
SPIA
63
Steward Partners Investment Advisory
New York
$23K 821
MCC
64
Money Concepts Capital
Florida
$22K 767 +767 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$21K 727
BFEC
66
Benjamin F. Edwards & Company
Missouri
$16K 562 -110 -16%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$7K 243 -205 -46%
William Blair & Company
68
William Blair & Company
Illinois
$7K 261
VFA
69
Valeo Financial Advisors
Indiana
$5K 177
CIAS
70
Capital Investment Advisory Services
North Carolina
$4K 135
NFG
71
Next Financial Group
Texas
$3K 97 +60 +162%
TFA
72
Transamerica Financial Advisors
Florida
$2K 60
KFI
73
Key Financial Inc
Pennsylvania
$2K 78 +78 New
AF
74
Advisornet Financial
Minnesota
$1K 22
HFS
75
Horizon Financial Services
North Carolina
$1K 40