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First Trust Utilities AlphaDEX Fund

103 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
24
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$88.3K
IGWM
77
ICA Group Wealth Management
Colorado
$84.9K
GWM
78
Geneos Wealth Management
Colorado
$80.4K -$172K -5,291 -68%
GWSG
79
GPS Wealth Strategies Group
Colorado
$65.8K
RFG
80
REAP Financial Group
Texas
$62.5K +$3.83K +118 +7%
SPIA
81
Steward Partners Investment Advisory
New York
$55.9K +$487 +15 +0.9%
CA
82
CoreCap Advisors
Michigan
$52.9K +$52.9K +1,630 New
CFGS
83
Concourse Financial Group Securities
Alabama
$48.7K
PTC
84
Private Trust Company
Ohio
$34.8K -$2.66K -82 -7%
NFSG
85
Newbridge Financial Services Group
Florida
$34.6K
PS
86
Principal Securities
Iowa
$27.5K
CFFP
87
Center for Financial Planning
Michigan
$26.8K
AAP
88
Arax Advisory Partners
Colorado
$25.6K
RIA
89
Realta Investment Advisors
Delaware
$18.8K +$18.8K +580 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$13.7K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$13.4K -$12K -369 -47%
GRP
92
Global Retirement Partners
California
$11.4K
SS
93
Sunbelt Securities
Texas
$10.3K -$9.97K -307 -49%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.81K +141 +93%
William Blair & Company
95
William Blair & Company
Illinois
$8.47K
AA
96
Ancora Advisors
Ohio
$8.12K
CIAS
97
Capital Investment Advisory Services
North Carolina
$4.38K
DCM
98
Davis Capital Management
Florida
$4.23K
ITIM
99
Indiana Trust & Investment Management
Indiana
$4.22K -$2.11K -65 -33%
GI
100
Gradient Investments
Minnesota
$3.41K -$3.57K -110 -51%