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First Trust Utilities AlphaDEX Fund

66 hedge funds and large institutions have $739M invested in First Trust Utilities AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
+22
Holders Change %
+50%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
31
Increased
20
Reduced
9
Closed
8
Calls
Puts
$503K
Net Calls
-$503K
Net Calls Change
-$503K
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$355M 14,281,304 +14,281,304 New
Bank of America
2
Bank of America
North Carolina
$100M 4,020,950 +212,805 +6%
BTS
3
BB&T Securities
Virginia
$59M 237,060 +237,060 New
PPA
4
Parametric Portfolio Associates
Washington
$42.8M 1,718,665 +1,718,665 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$30.2M 1,213,913 +1,213,913 New
SAM
6
Shamrock Asset Management
Texas
$24M 963,267 +963,267 New
HA
7
Hays Advisory
Tennessee
$20.9M 841,624 +841,624 New
PI
8
Placemark Investments
Illinois
$16.7M 669,538 +669,538 New
Morgan Stanley
9
Morgan Stanley
New York
$16.1M 646,272 +235,711 +57%
Wells Fargo
10
Wells Fargo
California
$9.09M 365,137 +163,147 +81%
FHA
11
First Horizon Advisors
Tennessee
$7.89M 311,610 +311,610 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.72M 310,212 +293,714 +1,780%
Goldman Sachs
13
Goldman Sachs
New York
$7.7M 309,443 -108,590 -26%
AIM
14
Astor Investment Management
Illinois
$7.44M 299,195 +55,514 +23%
UBS Group
15
UBS Group
Switzerland
$6.75M 271,290 +271,290 New
Deutsche Bank
16
Deutsche Bank
Germany
$3.1M 124,500 +124,500 New
LPL Financial
17
LPL Financial
California
$2.98M 119,886 +43,172 +56%
SAM
18
SignalPoint Asset Management
Missouri
$2.64M 105,940 -2,216 -2%
Stifel Financial
19
Stifel Financial
Missouri
$2M 80,530 +80,530 New
PFS
20
Prospera Financial Services
Texas
$1.52M 60,907 +35,811 +143%
SS
21
Simplicity Solutions
Minnesota
$1.27M 51,149 +51,149 New
VAM
22
Visionary Asset Management
Texas
$948K 38,101 +38,101 New
TH
23
Timber Hill
Connecticut
$902K 36,240 +36,240 New
RJA
24
Raymond James & Associates
Florida
$880K 35,356 +24,433 +224%
CAM
25
Concorde Asset Management
Michigan
$749K 29,961 +29,961 New