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First Trust Utilities AlphaDEX Fund

94 hedge funds and large institutions have $241M invested in First Trust Utilities AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
24
Increased
38
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EP
51
Eudaimonia Partners
Tennessee
$296K +$296K +9,147 New
SAM
52
SignalPoint Asset Management
Missouri
$289K -$968 -30 -0.3%
CWA
53
Clarus Wealth Advisors
Arizona
$279K -$4.73K -147 -2%
PSF
54
Pacific Sun Financial
California
$275K -$6.47K -200 -2%
SPWM
55
Schrum Private Wealth Management
Florida
$272K +$32 +1 +0%
IA
56
IFP Advisors
Florida
$269K
PA
57
PSI Advisors
Florida
$260K +$205K +6,346 +376%
WE
58
Wealth Effects
Massachusetts
$236K
BCA
59
Bay Colony Advisors
Massachusetts
$235K +$235K +6,850 New
BCM
60
Brookstone Capital Management
Illinois
$234K +$234K +7,315 New
PFS
61
Prospera Financial Services
Texas
$231K -$114K -3,534 -33%
EWM
62
EPG Wealth Management
Georgia
$226K +$355 +11 +0.2%
JWCA
63
J.W. Cole Advisors
Florida
$224K +$224K +6,918 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$223K -$69.9K -2,167 -24%
AW
65
ACG Wealth
Georgia
$223K +$32 +1 +0%
EA
66
Eudaimonia Advisors
Tennessee
$214K +$214K +6,617 New
APA
67
American Portfolios Advisors
New York
$200K -$3.23K -100 -2%
MIM
68
MTM Investment Management
South Carolina
$160K
CF
69
Centaurus Financial
California
$131K -$9.29K -288 -7%
CFGS
70
Concourse Financial Group Securities
Alabama
$118K +$57.7K +1,780 +96%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$113K -$965 -30 -0.8%
JIR
72
James Investment Research
Ohio
$97K +$97K +3,000 New
BEI
73
Benjamin Edwards Inc
Missouri
$92K +$9.4K +290 +11%
SWM
74
SeaCrest Wealth Management
New York
$84K +$84K +2,602 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$64K -$52.1K -1,613 -45%