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First Trust Utilities AlphaDEX Fund

94 hedge funds and large institutions have $1.39B invested in First Trust Utilities AlphaDEX Fund in 2016 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+42
Holders Change %
+80.77%
% of All Funds
2.51%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.11%
New
50
Increased
27
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$694M 26,726,348 +26,726,348 New
Morgan Stanley
2
Morgan Stanley
New York
$167M 6,414,437 +5,756,704 +875%
Wells Fargo
3
Wells Fargo
California
$114M 4,371,968 +3,929,683 +888%
Bank of America
4
Bank of America
North Carolina
$51.8M 1,993,683 +1,578,858 +381%
UBS Group
5
UBS Group
Switzerland
$50.9M 1,959,563 +1,342,381 +218%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$43.1M 1,657,600 +1,657,600 New
HA
7
Hays Advisory
Tennessee
$27.7M 1,065,479 +1,065,479 New
MFS
8
MSI Financial Services
Massachusetts
$22.8M 878,325 +865,657 +6,833%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$22.8M 875,773 +865,697 +8,592%
RJA
10
Raymond James & Associates
Florida
$22.1M 850,500 +815,216 +2,310%
CI
11
Cavalier Investments
Georgia
$19.7M 759,637 +759,637 New
SAM
12
Shamrock Asset Management
Texas
$17M 652,606 +652,606 New
LPL Financial
13
LPL Financial
California
$15.3M 603,253 +467,013 +343%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$11.7M 448,636 +448,636 New
Stifel Financial
15
Stifel Financial
Missouri
$11.2M 430,529 +413,244 +2,391%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.4M 401,411 +376,420 +1,506%
BFA
17
Beaumont Financial Advisors
Massachusetts
$7.83M 301,189 +301,189 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.71M 258,447 +227,983 +748%
TFA
19
Transamerica Financial Advisors
Florida
$4.95M 190,462 +190,462 New
FHA
20
First Horizon Advisors
Tennessee
$4.39M 173,132 +173,132 New
AIM
21
Astor Investment Management
Illinois
$4.22M 162,328 +162,328 New
LFG
22
LifePlan Financial Group
Ohio
$3.87M 149,025 +149,025 New
UCFA
23
United Capital Financial Advisors
Texas
$3.72M 143,065 +143,065 New
NC
24
NewSquare Capital
Pennsylvania
$3.53M 136,033 +136,033 New
BTS
25
BB&T Securities
Virginia
$2.98M 114,879 +114,879 New