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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 %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$80.6K 2,822 +2,822 New
GWSG
77
GPS Wealth Strategies Group
Colorado
$57.9K 2,028
SPIA
78
Steward Partners Investment Advisory
New York
$48.8K 1,708 +346 +25%
CFGS
79
Concourse Financial Group Securities
Alabama
$42.8K 1,500 -177 -11%
PTC
80
Private Trust Company
Ohio
$33K 1,154
NFSG
81
Newbridge Financial Services Group
Florida
$30.4K 1,065
CFFP
82
Center for Financial Planning
Michigan
$23.6K 825 +825 New
AAP
83
Arax Advisory Partners
Colorado
$22.5K 789
RIA
84
Realta Investment Advisors
Delaware
$18.4K 580
SS
85
Sunbelt Securities
Texas
$17.8K 623
CAS
86
Coppell Advisory Solutions
Texas
$15.3K 460 -71,728 -99%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$12.2K 427 -19 -4%
William Blair & Company
88
William Blair & Company
Illinois
$7.45K 261
ITIM
89
Indiana Trust & Investment Management
Indiana
$7.43K 260 +260 New
AA
90
Ancora Advisors
Ohio
$7.14K 250
GI
91
Gradient Investments
Minnesota
$6.14K 215
Simplex Trading
92
Simplex Trading
Illinois
$5K 200 +200 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K 151 -1,240 -89%
CIAS
94
Capital Investment Advisory Services
North Carolina
$3.86K 135
TFA
95
Transamerica Financial Advisors
Florida
$3K 71 -48 -40%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$2.86K 100 +100 New
KFI
97
Key Financial Inc
Pennsylvania
$2.23K 78
DFA
98
DHJJ Financial Advisors
Illinois
$600 21 +21 New
SMF
99
Sterling Manor Financial
New York
-126,721 Closed
Mariner
100
Mariner
Kansas
-75,371 Closed