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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
4.89% more ownership
Funds ownership: 61.33% → 66.22% (+4.9%)
Holders
94
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$25.2M | |
| 2 | +$12.9M | |
| 3 | +$9.87M | |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$9.56M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.04M |
Top Sellers
| 1 | -$1.6M | |
| 2 | -$615K | |
| 3 | -$610K | |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$525K |
| 5 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
-$335K |