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First Trust Utilities AlphaDEX Fund

76 hedge funds and large institutions have $84.8M invested in First Trust Utilities AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$111K 3,745 -456 -11%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$101K 3,437 -9,293 -73%
SFPG
53
Stonebridge Financial Planning Group
Florida
$90K 2,900
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$86.8K 2,933 +2,933 New
Barclays
55
Barclays
United Kingdom
$59K 1,980 -3,159 -61%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$52K 1,695 -1,046 -38%
PFBT
57
Parkside Financial Bank & Trust
Missouri
$51K 1,715
GWM
58
Geneos Wealth Management
Colorado
$40K 1,377
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$32K 1,078 -5,341 -83%
NFSG
60
Newbridge Financial Services Group
Florida
$32K 1,065 -71 -6%
CFB
61
Cullen/Frost Bankers
Texas
$29K 981
SPIA
62
Steward Partners Investment Advisory
New York
$27K 899 +28 +3%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$25K 836 +274 +49%
AAP
64
Arax Advisory Partners
Colorado
$23K 789
Citigroup
65
Citigroup
New York
$15K 500 -2,763 -85%
NFG
66
Next Financial Group
Texas
$9K 304 +43 +16%
William Blair & Company
67
William Blair & Company
Illinois
$8K 261 -256 -50%
CIAS
68
Capital Investment Advisory Services
North Carolina
$4K 135
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3K 109
GI
70
Gradient Investments
Minnesota
$3K 105
TFA
71
Transamerica Financial Advisors
Florida
$2K 60
KFI
72
Key Financial Inc
Pennsylvania
$2K 78
CAAS
73
Capital Asset Advisory Services
Michigan
$2K 80
SCA
74
Stonebridge Capital Advisors
Minnesota
$2K 67 +67 New
AF
75
Advisornet Financial
Minnesota
$1K 22