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First Trust Utilities AlphaDEX Fund

107 hedge funds and large institutions have $1.16B invested in First Trust Utilities AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
28
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$550M 20,089,768 -1,915,185 -9%
Morgan Stanley
2
Morgan Stanley
New York
$134M 4,878,088 -782,085 -14%
Wells Fargo
3
Wells Fargo
California
$101M 3,700,302 -156,179 -4%
Bank of America
4
Bank of America
North Carolina
$46.4M 1,693,529 +35,839 +2%
RJA
5
Raymond James & Associates
Florida
$45.1M 1,646,325 +410,609 +33%
RIG
6
RiverFront Investment Group
Virginia
$41M 1,497,621 -1,057 -0.1%
UBS Group
7
UBS Group
Switzerland
$39.1M 1,427,169 +36,686 +3%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$26.8M 979,431 -35,994 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$15.8M 576,199 -148,044 -20%
NC
10
NewSquare Capital
Pennsylvania
$14.8M 542,074 -19,345 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.6M 387,579 +34,427 +10%
Ameriprise
12
Ameriprise
Minnesota
$9.65M 352,552 +19,935 +6%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.65M 352,320 -2,945 -0.8%
Stifel Financial
14
Stifel Financial
Missouri
$8.9M 325,047 -30,232 -9%
ODG
15
O'Dell Group
Ohio
$7.21M 263,306 +19,489 +8%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$5.38M 196,473 -7,378 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.2M 189,749 -10,853 -5%
LPL Financial
18
LPL Financial
California
$4.94M 181,243 -84,988 -32%
TFA
19
Transamerica Financial Advisors
Florida
$4.86M 177,517 -36,048 -17%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$4.76M 173,797 +82,883 +91%
HFS
21
HL Financial Services
Kentucky
$4.19M 153,047 +16,932 +12%
BTS
22
BB&T Securities
Virginia
$4M 146,166 -95,381 -39%
NA
23
NewEdge Advisors
Louisiana
$3.66M 133,346 -3,042 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.42M 125,910 +43,758 +53%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.28M 119,652 +119,652 New