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First Trust Utilities AlphaDEX Fund

98 hedge funds and large institutions have $136M invested in First Trust Utilities AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$321K 11,227 +279 +3%
RIA
52
Regal Investment Advisors
Michigan
$319K 11,168
FTUS
53
Flow Traders U.S.
New York
$314K 11,005 +11,005 New
CBFP
54
Cedar Brook Financial Partners
Ohio
$311K 10,875 -1,726 -14%
BFEC
55
Benjamin F. Edwards & Company
Missouri
$289K 10,132 -1,868 -16%
IA
56
IFP Advisors
Florida
$284K 9,948 +6 +0.1%
WWM
57
Western Wealth Management
Colorado
$273K 9,556 +2,033 +27%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$261K 9,143 -585 -6%
PFS
59
Prospera Financial Services
Texas
$257K 9,006 -1,634 -15%
SAM
60
SignalPoint Asset Management
Missouri
$252K 8,818 -99 -1%
NS
61
NBC Securities
Alabama
$250K 8,778 +8,778 New
DWMG
62
DB Wealth Management Group
California
$243K 8,493 -8,989 -51%
SPWM
63
Schrum Private Wealth Management
Florida
$240K 8,411
SWM
64
Spire Wealth Management
Virginia
$231K 8,086
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$230K 8,065 +639 +9%
JWCA
66
J.W. Cole Advisors
Florida
$229K 8,034 -9,552 -54%
AWM
67
AE Wealth Management
Kansas
$219K 7,681 +7,681 New
MC
68
Moors & Cabot
Massachusetts
$216K 7,570 +1,000 +15%
PA
69
PSI Advisors
Florida
$216K 7,547 -613 -8%
WE
70
Wealth Effects
Massachusetts
$204K 7,148 -150 -2%
EWM
71
EPG Wealth Management
Georgia
$204K 7,130 +42 +0.6%
Comerica Bank
72
Comerica Bank
Texas
$172K 6,036 +6,036 New
GWM
73
Geneos Wealth Management
Colorado
$170K 5,963 +4,798 +412%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$155K 5,441
MCM
75
Manchester Capital Management
Vermont
$114K 3,979