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First Trust Utilities AlphaDEX Fund

99 hedge funds and large institutions have $195M invested in First Trust Utilities AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RFG
76
REAP Financial Group
Texas
$57.2K 1,807 +1,807 New
SPIA
77
Steward Partners Investment Advisory
New York
$54.1K 1,708
CFGS
78
Concourse Financial Group Securities
Alabama
$47.5K 1,500
PTC
79
Private Trust Company
Ohio
$36.6K 1,154
NFSG
80
Newbridge Financial Services Group
Florida
$33.7K 1,065
PS
81
Principal Securities
Iowa
$26.8K 847 +847 New
CFFP
82
Center for Financial Planning
Michigan
$26.1K 825
AAP
83
Arax Advisory Partners
Colorado
$25K 789
Fidelity Investments
84
Fidelity Investments
Massachusetts
$24.8K 782 +355 +83%
SS
85
Sunbelt Securities
Texas
$19.8K 624 +1 +0.2%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$13.4K 422 +322 +322%
Simplex Trading
87
Simplex Trading
Illinois
$12K 385 +185 +93%
GRP
88
Global Retirement Partners
California
$10.8K 350 +350 New
William Blair & Company
89
William Blair & Company
Illinois
$8.27K 261
AA
90
Ancora Advisors
Ohio
$7.92K 250
GI
91
Gradient Investments
Minnesota
$6.81K 215
ITIM
92
Indiana Trust & Investment Management
Indiana
$6.18K 195 -65 -25%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$5K 152 +1 +0.7%
CIAS
94
Capital Investment Advisory Services
North Carolina
$4.28K 135
DCM
95
Davis Capital Management
Florida
$4.15K 131 +131 New
SFA
96
Semmax Financial Advisors
North Carolina
$3.59K 121 +121 New
TFA
97
Transamerica Financial Advisors
Florida
$3K 71
KFI
98
Key Financial Inc
Pennsylvania
$2.47K 78
DFA
99
DHJJ Financial Advisors
Illinois
$856 27 +6 +29%
CAM
100
Concorde Asset Management
Michigan
-87,913 Closed