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First Trust Utilities AlphaDEX Fund

104 hedge funds and large institutions have $1.41B invested in First Trust Utilities AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 11 closing their positions.

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
12
Increased
34
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$631M 24,317,252 -960,327 -4%
Morgan Stanley
2
Morgan Stanley
New York
$169M 6,500,641 -312,139 -5%
Wells Fargo
3
Wells Fargo
California
$118M 4,554,262 +384,313 +9%
RIG
4
RiverFront Investment Group
Virginia
$58.7M 2,262,991 -52,570 -2%
UBS Group
5
UBS Group
Switzerland
$54.9M 2,117,491 +16,951 +0.8%
Bank of America
6
Bank of America
North Carolina
$47.8M 1,843,063 -458,890 -20%
RJA
7
Raymond James & Associates
Florida
$43.9M 1,692,062 +83,654 +5%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$28.2M 1,088,569 +80,909 +8%
HA
9
Hays Advisory
Tennessee
$26.4M 1,016,785 -28,966 -3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.9M 1,000,564 +54,311 +6%
MFS
11
MSI Financial Services
Massachusetts
$25.8M 993,747 -53,790 -5%
Ameriprise
12
Ameriprise
Minnesota
$18M 689,220 +232,214 +51%
NC
13
NewSquare Capital
Pennsylvania
$17.4M 671,484 +468,150 +230%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.3M 472,427 +472,427 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.7M 450,578 -44,549 -9%
Stifel Financial
16
Stifel Financial
Missouri
$9.93M 382,952 -26,478 -6%
LPL Financial
17
LPL Financial
California
$8.43M 332,864 -66,925 -17%
TFA
18
Transamerica Financial Advisors
Florida
$7.71M 297,486 +77,967 +36%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$7.2M 277,787 +196,436 +241%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.51M 250,861 -69,410 -22%
BTS
21
BB&T Securities
Virginia
$6.26M 241,547 -5,433 -2%
TRCT
22
Tower Research Capital (TRC)
New York
$5.04M 194,497 +154,288 +384%
SAM
23
SignalPoint Asset Management
Missouri
$3.92M 151,156 +104,920 +227%
FHA
24
First Horizon Advisors
Tennessee
$3.62M 140,239 -18,769 -12%
NA
25
NewEdge Advisors
Louisiana
$3.59M 138,447 +99,646 +257%