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First Trust Utilities AlphaDEX Fund

104 hedge funds and large institutions have $1.03B invested in First Trust Utilities AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
36
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$128K -$372K -12,774 -74%
NFG
77
Next Financial Group
Texas
$111K -$2.13K -73 -2%
SFS
78
Sowell Financial Services
Arkansas
$106K -$106K -3,625 -50%
EP
79
Eudaimonia Partners
Tennessee
$105K +$105K +3,610 New
CFGS
80
Concourse Financial Group Securities
Alabama
$104K +$82.4K +2,820 +382%
AP
81
Atwood & Palmer
Missouri
$83K -$10.2K -350 -11%
WTC
82
WhitTier Trust Company
Nevada
$73K
AWA
83
Arkadios Wealth Advisors
Georgia
$62.5K +$62.5K +1,992 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$57K +$57K +1,964 New
PFBT
85
Parkside Financial Bank & Trust
Missouri
$50K
GWM
86
Geneos Wealth Management
Colorado
$40K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$38K
CFB
88
Cullen/Frost Bankers
Texas
$29K
SNT
89
Security National Trust
West Virginia
$22K +$22K +747 New
BWA
90
Burt Wealth Advisors
Maryland
$21K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$18K +$12.3K +420 +215%
WEC
92
Winslow Evans & Crocker
Massachusetts
$16K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$12K +$2.32K +80 +24%
William Blair & Company
94
William Blair & Company
Illinois
$10K +$30 +1 +0.3%
BRC
95
Bell Rock Capital
Delaware
$7K +$53 +2 +0.8%
VFA
96
Valeo Financial Advisors
Indiana
$5K
RFM
97
Royal Fund Management
Florida
$3K -$337K -15,150 -99%
VNA
98
Valley National Advisers
Pennsylvania
$3K
CAAS
99
Capital Asset Advisory Services
Michigan
$3K +$3K +101 New
SFG
100
Sowa Financial Group
Rhode Island
$2K +$2K +61 New