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First Trust Utilities AlphaDEX Fund

106 hedge funds and large institutions have $1.5B invested in First Trust Utilities AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
40
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
76
Citigroup
New York
$289K +$31.2K +1,155 +12%
NPC
77
National Planning Corporation
California
$286K -$66.8K -2,471 -19%
KA
78
Kovack Advisors
Florida
$255K +$243 +9 +0.1%
ONB
79
Old National Bancorp
Indiana
$251K -$4.06K -150 -2%
DADC
80
D.A. Davidson & Co
Montana
$248K
SS
81
Simplicity Solutions
Minnesota
$239K +$16.6K +613 +7%
CA
82
Cetera Advisors
Colorado
$236K
WS
83
Wedbush Securities
California
$236K +$236K +8,729 New
CAM
84
Concorde Asset Management
Michigan
$223K -$8.17K -302 -4%
WA
85
WFG Advisors
Texas
$149K +$125K +4,617 +522%
S
86
SignatureFD
Georgia
$93K +$93K +3,452 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79K +$31K +1,153 +65%
GWM
88
Geneos Wealth Management
Colorado
$72K -$4.61K -172 -6%
WP
89
WealthPLAN Partners
Nebraska
$58.9K +$58.9K +5,047 New
PFBT
90
Parkside Financial Bank & Trust
Missouri
$46K
HIIFS
91
Harel Insurance Investments & Financial Services
Israel
$43K +$43K +1,600 New
IPC
92
Independent Portfolio Consultants
Florida
$41K +$41K +1,510 New
WEC
93
Winslow Evans & Crocker
Massachusetts
$25.7K
AIM
94
Advantage Investment Management
Iowa
$21K +$21K +780 New
BWA
95
Burt Wealth Advisors
Maryland
$19K
FANJ
96
Financial Architects (New Jersey)
New Jersey
$17K +$17K +633 New
AWMS
97
Advocacy Wealth Management Services
Georgia
$15K +$15K +558 New
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$15K +$15K +572 New
NFG
99
Next Financial Group
Texas
$10K
ASN
100
Advisory Services Network
Georgia
$9K +$6.93K +245 +336%