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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 %
William Blair & Company
101
William Blair & Company
Illinois
$8.63K 261
AA
102
Ancora Advisors
Ohio
$8.27K 250
WWM
103
Wagner Wealth Management
South Carolina
$6.71K 203 +203 New
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$6.65K 201 -2,518 -93%
CIAS
105
Capital Investment Advisory Services
North Carolina
$4.46K 135
DCM
106
Davis Capital Management
Florida
$4.29K 131
GI
107
Gradient Investments
Minnesota
$3.47K 105
TFA
108
Transamerica Financial Advisors
Florida
$3K 66
KFI
109
Key Financial Inc
Pennsylvania
$2.58K 78
ITIM
110
Indiana Trust & Investment Management
Indiana
$2.15K 65 -65 -50%
DFA
111
DHJJ Financial Advisors
Illinois
$904 27
OPOWM
112
One Plus One Wealth Management
Florida
-159,783 Closed
TCM
113
Triumph Capital Management
Colorado
-72,153 Closed
Jane Street
114
Jane Street
New York
-33,170 Closed
GAA
115
Global Assets Advisory
Florida
-32,290 Closed
RW
116
Rockport Wealth
Ohio
-15,744 Closed
CBFP
117
Cedar Brook Financial Partners
Ohio
-11,176 Closed
GCP
118
GSA Capital Partners
United Kingdom
-8,900 Closed
Goldman Sachs
119
Goldman Sachs
New York
-8,042 Closed