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First Trust Utilities AlphaDEX Fund

138 hedge funds and large institutions have $223M invested in First Trust Utilities AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
35
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$88.3K +$69K +1,824 +356%
EWP
102
Elevation Wealth Partners
California
$78.8K +$78.8K +2,082 New
GWSG
103
GPS Wealth Strategies Group
Colorado
$76.7K
CFGS
104
Concourse Financial Group Securities
Alabama
$58.2K -$6.56K -169 -10%
AWM
105
AE Wealth Management
Kansas
$56.4K +$56.4K +1,491 New
SPIA
106
Steward Partners Investment Advisory
New York
$51.1K -$4.01K -106 -7%
CFD
107
Creative Financial Designs
Indiana
$49.5K +$49.5K +1,309 New
CA
108
CoreCap Advisors
Michigan
$46.7K -$1.93K -51 -4%
RFG
109
REAP Financial Group
Texas
$41.7K +$189 +5 +0.5%
GWM
110
Geneos Wealth Management
Colorado
$40.7K
PTC
111
Private Trust Company
Ohio
$40.6K
TWM
112
Topsail Wealth Management
North Carolina
$37.8K +$37.8K +1,000 New
PS
113
Principal Securities
Iowa
$32K
CFFP
114
Center for Financial Planning
Michigan
$31.2K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$28K -$268 -7 -0.9%
AAP
116
Arax Advisory Partners
Colorado
$24.1K
GRP
117
Global Retirement Partners
California
$22.7K +$9.46K +250 +71%
AF
118
Allworth Financial
California
$13.3K +$11.8K +304 +760%
KIM
119
Kestra Investment Management
Texas
$12.6K +$12.6K +334 New
SS
120
Sunbelt Securities
Texas
$12.1K
MCM
121
MAI Capital Management
Ohio
$10.2K +$10.2K +270 New
William Blair & Company
122
William Blair & Company
Illinois
$9.87K -$92.7K -2,450 -90%
AA
123
Ancora Advisors
Ohio
$9.46K
BTI
124
Blue Trust Inc
Georgia
$8.3K +$8.3K +220 New
T
125
Transce3nd
Texas
$7.83K +$7.83K +207 New