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First Trust Utilities AlphaDEX Fund

97 hedge funds and large institutions have $222M invested in First Trust Utilities AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $395K

Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$395K
Net Calls
Net Calls Change

Top Buyers

1 +$24.7M
2 +$4.03M
3 +$3.7M
4
Jane Street
Jane Street
New York
+$3.2M
5
CAM
Concorde Asset Management
Michigan
+$2.87M

Top Sellers

1 -$6.46M
2 -$6.02M
3 -$5.86M
4
LPL Financial
LPL Financial
California
-$4.37M
5
Wells Fargo
Wells Fargo
California
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$381K
52
$373K
53
$371K
54
$355K
55
$348K
56
$339K
57
$338K
58
$316K
59
$309K
60
$283K
61
$267K
62
$259K
63
$257K
64
$249K
65
$239K
66
$236K
67
$232K
68
$225K
69
$218K
70
$214K
71
$211K
72
$209K
73
$204K
74
$173K
75
$138K