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First Trust Utilities AlphaDEX Fund

99 hedge funds and large institutions have $1.24B invested in First Trust Utilities AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
14
Increased
16
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$588M 22,004,953 -2,312,299 -10%
Morgan Stanley
2
Morgan Stanley
New York
$151M 5,660,173 -840,468 -13%
Wells Fargo
3
Wells Fargo
California
$103M 3,856,481 -697,781 -15%
Bank of America
4
Bank of America
North Carolina
$44.3M 1,657,690 -185,373 -10%
RIG
5
RiverFront Investment Group
Virginia
$40.1M 1,498,678 -764,313 -34%
UBS Group
6
UBS Group
Switzerland
$37.2M 1,390,483 -727,008 -34%
RJA
7
Raymond James & Associates
Florida
$33M 1,235,716 -456,346 -27%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$26.1M 1,015,425 -73,144 -7%
MFS
9
MSI Financial Services
Massachusetts
$23.2M 866,189 -127,558 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$19.4M 724,243 -276,321 -28%
HA
11
Hays Advisory
Tennessee
$17.6M 657,437 -359,348 -35%
NC
12
NewSquare Capital
Pennsylvania
$15M 561,419 -110,065 -16%
Ameriprise
13
Ameriprise
Minnesota
$13.8M 332,617 -356,603 -52%
Stifel Financial
14
Stifel Financial
Missouri
$9.5M 355,279 -27,673 -7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$9.5M 355,265 -117,162 -25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$9.44M 353,152 -97,426 -22%
LPL Financial
17
LPL Financial
California
$7.19M 266,231 -66,633 -20%
ODG
18
O'Dell Group
Ohio
$6.52M 243,817 +243,817 New
BTS
19
BB&T Securities
Virginia
$6.26M 241,547
TFA
20
Transamerica Financial Advisors
Florida
$5.71M 213,565 -83,921 -28%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$5.45M 203,851 -73,936 -27%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.36M 200,602 -50,259 -20%
TRCT
23
Tower Research Capital (TRC)
New York
$5.02M 187,721 -6,776 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$4.93M 184,483 +143,571 +351%
NA
25
NewEdge Advisors
Louisiana
$3.67M 136,388 -2,059 -1%