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First Trust Utilities AlphaDEX Fund

104 hedge funds and large institutions have $1.17B invested in First Trust Utilities AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
104
Holders Change
-3
Holders Change %
-2.8%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
7
Increased
37
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$515M 18,961,446 -1,128,322 -6%
Morgan Stanley
2
Morgan Stanley
New York
$124M 4,580,015 -298,073 -6%
Wells Fargo
3
Wells Fargo
California
$105M 3,847,140 +146,838 +4%
RJA
4
Raymond James & Associates
Florida
$47.1M 1,735,290 +88,965 +5%
Bank of America
5
Bank of America
North Carolina
$43.3M 1,592,860 -100,669 -6%
RIG
6
RiverFront Investment Group
Virginia
$41.1M 1,513,915 +16,294 +1%
UBS Group
7
UBS Group
Switzerland
$38.7M 1,424,508 -2,661 -0.2%
MML Investors Services
8
MML Investors Services
Massachusetts
$34.6M 1,272,486 +1,272,486 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$24.5M 901,809 -77,622 -8%
Goldman Sachs
10
Goldman Sachs
New York
$24.5M 900,848 +855,755 +1,898%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.6M 574,812 -1,387 -0.2%
NC
12
NewSquare Capital
Pennsylvania
$13.5M 515,213 -26,861 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.5M 386,848 -731 -0.2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.98M 367,138 +14,818 +4%
Ameriprise
15
Ameriprise
Minnesota
$7.49M 275,720 -76,832 -22%
Stifel Financial
16
Stifel Financial
Missouri
$7.46M 274,486 -50,561 -16%
ODG
17
O'Dell Group
Ohio
$7.45M 274,268 +10,962 +4%
HFS
18
HL Financial Services
Kentucky
$5.62M 206,939 +53,892 +35%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.41M 198,951 +2,478 +1%
BTS
20
BB&T Securities
Virginia
$5.1M 187,641 +41,475 +28%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.83M 177,924 -11,825 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$4.82M 177,544 +3,747 +2%
LPL Financial
23
LPL Financial
California
$4.65M 171,001 -10,242 -6%
TFA
24
Transamerica Financial Advisors
Florida
$4.45M 163,723 -13,794 -8%
NA
25
NewEdge Advisors
Louisiana
$3.66M 136,867 +3,521 +3%