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First Trust Utilities AlphaDEX Fund

110 hedge funds and large institutions have $166M invested in First Trust Utilities AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
37
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$216K 6,519 -1,269 -16%
QCM
77
Quantinno Capital Management
New York
$210K 6,348 +6,348 New
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$208K 6,287 +1,554 +33%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$201K 6,067 +6,067 New
EWM
80
EPG Wealth Management
Georgia
-5,044 Closed
MCM
81
Manchester Capital Management
Vermont
$132K 3,979
GWSG
82
GPS Wealth Strategies Group
Colorado
$67.1K 2,028
TRCT
83
Tower Research Capital (TRC)
New York
$59.6K 1,801 -5,924 -77%
CA
84
CoreCap Advisors
Michigan
$51.9K 1,570 -60 -4%
RFG
85
REAP Financial Group
Texas
$51K 1,542 -383 -20%
CFGS
86
Concourse Financial Group Securities
Alabama
$49.6K 1,500
SPIA
87
Steward Partners Investment Advisory
New York
$48.2K 1,459 -264 -15%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$38.4K 1,161 +739 +175%
GWM
89
Geneos Wealth Management
Colorado
$36.9K 1,115 -1,361 -55%
PTC
90
Private Trust Company
Ohio
$35.5K 1,072
NFSG
91
Newbridge Financial Services Group
Florida
$35.2K 1,065
IGWM
92
ICA Group Wealth Management
Colorado
$29.8K 900 -1,716 -66%
PS
93
Principal Securities
Iowa
$28K 847
CFFP
94
Center for Financial Planning
Michigan
$27.3K 825
AAP
95
Arax Advisory Partners
Colorado
$26.1K 789
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$24K 734 +441 +151%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$16.9K 512 +99 +24%
RIA
98
Realta Investment Advisors
Delaware
$12.6K 380 -200 -34%
GRP
99
Global Retirement Partners
California
$11.6K 350
SS
100
Sunbelt Securities
Texas
$10.5K 317