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First Trust Utilities AlphaDEX Fund

103 hedge funds and large institutions have $216M invested in First Trust Utilities AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
103
Holders Change
-11
Holders Change %
-9.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
36
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MIM
76
MTM Investment Management
South Carolina
$158K 4,818
ASN
77
Advisory Services Network
Georgia
$145K 4,407 -37 -0.8%
CFGS
78
Concourse Financial Group Securities
Alabama
$117K 3,560 +55 +2%
IGWM
79
ICA Group Wealth Management
Colorado
$108K 3,276
BEI
80
Benjamin Edwards Inc
Missouri
$85K 2,591 +2,591 New
AP
81
Advisors Preferred
Maryland
$68.1K 2,092 -17,202 -89%
SPIA
82
Steward Partners Investment Advisory
New York
$43.3K 1,318 -20 -1%
GWM
83
Geneos Wealth Management
Colorado
$38.2K 1,165
PTC
84
Private Trust Company
Ohio
$37.9K 1,154
SS
85
Sunbelt Securities
Texas
$36.8K 1,136 +1,136 New
NFSG
86
Newbridge Financial Services Group
Florida
$35K 1,065 -550 -34%
CFB
87
Cullen/Frost Bankers
Texas
$32.2K 981
AAP
88
Arax Advisory Partners
Colorado
$25.9K 789
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$24.9K 760 -4,618 -86%
Citigroup
90
Citigroup
New York
$24.6K 750 +750 New
TAM
91
Tucker Asset Management
Colorado
$18.5K 565 +265 +88%
AAS
92
Ameritas Advisory Services
Nebraska
$12.9K 393 +393 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$10.4K 316 -48 -13%
William Blair & Company
94
William Blair & Company
Illinois
$8.57K 261
AA
95
Ancora Advisors
Ohio
$8.21K 250
GI
96
Gradient Investments
Minnesota
$7.06K 215 +110 +105%
Simplex Trading
97
Simplex Trading
Illinois
$7K 228 +228 New
TFA
98
Transamerica Financial Advisors
Florida
$5K 135 -32 -19%
CIAS
99
Capital Investment Advisory Services
North Carolina
$4.43K 135
AWM
100
Accel Wealth Management
Iowa
$3.3K 100 +100 New