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First Trust Utilities AlphaDEX Fund

30 hedge funds and large institutions have $94.7M invested in First Trust Utilities AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$61.6M 2,768,143 +255,091 +10%
Morgan Stanley
2
Morgan Stanley
New York
$7.12M 320,095 +86,320 +37%
Wells Fargo
3
Wells Fargo
California
$5.3M 238,154 +72,927 +44%
U
4
UBS
Switzerland
$4.65M 209,039 +3,246 +2%
Stifel Financial
5
Stifel Financial
Missouri
$3.03M 136,167 +136,167 New
SAM
6
SignalPoint Asset Management
Missouri
$2.42M 108,848 +5,769 +6%
Goldman Sachs
7
Goldman Sachs
New York
$2.22M 99,774 -198 -0.2%
LPL Financial
8
LPL Financial
California
$1.13M 51,002 -1,456 -3%
CS
9
Credit Suisse
Switzerland
$943K 42,400 -20,454 -33%
PAG
10
Private Advisor Group
New Jersey
$934K 41,993 +41,993 New
VFS
11
VSR Financial Services
Kansas
$786K 35,349 +35,349 New
NES
12
New England Securities
New York
$634K 28,520 +3,406 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$566K 25,463 +2,584 +11%
IH
14
IFC Holdings
Florida
$477K 21,824 +1,516 +7%
TT
15
Tower Trust
Indiana
$476K 21,395
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$467K 20,978 +20,978 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$420K 18,873 +3,445 +22%
AIM
18
Astor Investment Management
Illinois
$322K 14,464 +14,464 New
RJA
19
Raymond James & Associates
Florida
$315K 14,179 +14,179 New
BRWA
20
B. Riley Wealth Advisors
Florida
$305K 13,700 +200 +1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$297K 13,372 -2,750 -17%
AIG
22
American International Group
New York
$97.9K 4,404 +305 +7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$90K 4,028 +1,708 +74%
RIA
24
Regal Investment Advisors
Michigan
$64K 2,890 +2,890 New
MFS
25
MSI Financial Services
Massachusetts
$48K 2,140 +275 +15%