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First Trust Utilities AlphaDEX Fund

114 hedge funds and large institutions have $255M invested in First Trust Utilities AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
42
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$201K +$201K +6,048 New
CF
77
Centaurus Financial
California
$192K -$90.9K -2,743 -32%
SWM
78
Spire Wealth Management
Virginia
$180K +$52.6K +1,581 +41%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$179K +$110K +3,325 +162%
MIM
80
MTM Investment Management
South Carolina
$160K
ASN
81
Advisory Services Network
Georgia
$148K +$148K +4,444 New
BAM
82
Belpointe Asset Management
Nevada
$124K +$124K +3,738 New
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$120K +$4.06K +123 +4%
CFGS
84
Concourse Financial Group Securities
Alabama
$116K
CA
85
CoreCap Advisors
Michigan
$110K -$440K -13,253 -80%
IGWM
86
ICA Group Wealth Management
Colorado
$109K +$109K +3,276 New
JIR
87
James Investment Research
Ohio
$100K
MCC
88
Money Concepts Capital
Florida
$82.3K +$53.1K +1,599 +182%
FCA
89
Fortis Capital Advisors
Kansas
$55.5K +$55.5K +1,671 New
NFSG
90
Newbridge Financial Services Group
Florida
$53.6K +$18.3K +550 +52%
SPIA
91
Steward Partners Investment Advisory
New York
$44.4K -$498 -15 -1%
BONH
92
Bank of New Hampshire
New Hampshire
$41K
GWM
93
Geneos Wealth Management
Colorado
$38.7K
PTC
94
Private Trust Company
Ohio
$38K
CFB
95
Cullen/Frost Bankers
Texas
$32.6K
AAP
96
Arax Advisory Partners
Colorado
$26.2K
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$22K +$19.7K +595 +875%
RIA
98
Realta Investment Advisors
Delaware
$19.3K
GMA
99
Glassy Mountain Advisors
Maryland
$16K +$16K +482 New
FA
100
Fiduciary Alliance
South Carolina
$12.3K +$12.3K +371 New