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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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.5B → $1.41B (-$86.9M)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$12.3M
2 +$12.1M
3 +$9.97M
4
Ameriprise
Ameriprise
Minnesota
+$6.08M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$5.09M

Top Sellers

1 -$24.9M
2 -$14.4M
3 -$11.9M
4
Morgan Stanley
Morgan Stanley
New York
-$8.09M
5
NA
Navellier & Associates
Nevada
-$7.13M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$631M
2
$169M
3
$118M
4
$58.7M
5
$54.9M
6
$47.8M
7
$43.9M
8
$28.2M
9
$26.4M
10
$25.9M
11
$25.8M
12
$18M
13
$17.4M
14
$12.3M
15
$11.7M
16
$9.93M
17
$8.43M
18
$7.71M
19
$7.2M
20
$6.5M
21
$6.26M
22
$5.04M
23
$3.92M
24
$3.62M
25
$3.59M