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First Trust Utilities AlphaDEX Fund

79 hedge funds and large institutions have $85.4M invested in First Trust Utilities AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$126K 4,201
Citigroup
52
Citigroup
New York
$98K 3,263
SFPG
53
Stonebridge Financial Planning Group
Florida
$89K 2,900
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$86K 2,741 +2,741 New
ASN
55
Advisory Services Network
Georgia
$79K 2,635 +2,635 New
PFBT
56
Parkside Financial Bank & Trust
Missouri
$51K 1,715
GWM
57
Geneos Wealth Management
Colorado
$41K 1,377
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$38K 1,281
NFSG
59
Newbridge Financial Services Group
Florida
$34K 1,136 +1,136 New
CFB
60
Cullen/Frost Bankers
Texas
$29K 981
SPIA
61
Steward Partners Investment Advisory
New York
$26K 871 +50 +6%
AAP
62
Arax Advisory Partners
Colorado
$24K 789 +789 New
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$22K 727
BFEC
64
Benjamin F. Edwards & Company
Missouri
$17K 562
William Blair & Company
65
William Blair & Company
Illinois
$15K 517
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$15K 514 +514 New
TAM
67
Tucker Asset Management
Colorado
$14.8K 496 +496 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$12K 387 -765 -66%
SB
69
Strategic Blueprint
Georgia
$12K 387 +387 New
NFG
70
Next Financial Group
Texas
$8K 261 +69 +36%
HIA
71
Harbor Investment Advisory
Maryland
$6K 197 +134 +213%
CIAS
72
Capital Investment Advisory Services
North Carolina
$4K 135
Fidelity Investments
73
Fidelity Investments
Massachusetts
$3K 109 -681 -86%
GI
74
Gradient Investments
Minnesota
$3K 105
CAAS
75
Capital Asset Advisory Services
Michigan
$2K 80