FXU icon

First Trust Utilities AlphaDEX Fund

106 hedge funds and large institutions have $1.5B invested in First Trust Utilities AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+12
Holders Change %
+12.77%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
40
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$683M 25,277,579 -1,448,769 -5%
Morgan Stanley
2
Morgan Stanley
New York
$184M 6,812,780 +398,343 +6%
Wells Fargo
3
Wells Fargo
California
$113M 4,169,949 -202,019 -5%
RIG
4
RiverFront Investment Group
Virginia
$62.6M 2,315,561 +2,315,561 New
Bank of America
5
Bank of America
North Carolina
$62.2M 2,301,953 +308,270 +15%
UBS Group
6
UBS Group
Switzerland
$56.8M 2,100,540 +140,977 +7%
RJA
7
Raymond James & Associates
Florida
$43.5M 1,608,408 +757,908 +89%
MFS
8
MSI Financial Services
Massachusetts
$28.3M 1,047,537 +169,212 +19%
HA
9
Hays Advisory
Tennessee
$28.3M 1,045,751 -19,728 -2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$27.2M 1,007,660 -649,940 -39%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$25.6M 946,253 +70,480 +8%
SAM
12
Shamrock Asset Management
Texas
$15.3M 565,557 -87,049 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.4M 495,127 +93,716 +23%
Ameriprise
14
Ameriprise
Minnesota
$12.4M 457,006 +351,774 +334%
Stifel Financial
15
Stifel Financial
Missouri
$11.1M 409,430 -21,099 -5%
LPL Financial
16
LPL Financial
California
$10.9M 399,789 -203,464 -34%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.66M 320,271 +61,824 +24%
NA
18
Navellier & Associates
Nevada
$7.7M 284,974 +284,974 New
BTS
19
BB&T Securities
Virginia
$6.68M 246,980 +132,101 +115%
CS
20
Credit Suisse
Switzerland
$6.52M 241,305 +231,449 +2,348%
TFA
21
Transamerica Financial Advisors
Florida
$5.93M 219,519 +29,057 +15%
NC
22
NewSquare Capital
Pennsylvania
$5.5M 203,334 +67,301 +49%
SG Americas Securities
23
SG Americas Securities
New York
$5.05M 186,866 +168,060 +894%
SG
24
Societe Generale
$5.05M 186,866 +186,866 New
BFA
25
Beaumont Financial Advisors
Massachusetts
$4.45M 164,501 -136,688 -45%