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First Trust Utilities AlphaDEX Fund

100 hedge funds and large institutions have $1.09B invested in First Trust Utilities AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
100
Holders Change
-4
Holders Change %
-3.85%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
35
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$486M 17,968,733 -992,713 -5%
Morgan Stanley
2
Morgan Stanley
New York
$130M 4,814,795 +234,780 +5%
Wells Fargo
3
Wells Fargo
California
$107M 3,944,249 +97,109 +3%
UBS Group
4
UBS Group
Switzerland
$45.8M 1,696,566 +272,058 +19%
Bank of America
5
Bank of America
North Carolina
$42.9M 1,588,702 -4,158 -0.3%
RJA
6
Raymond James & Associates
Florida
$41.4M 1,533,431 -201,859 -12%
RIG
7
RiverFront Investment Group
Virginia
$41.2M 1,525,030 +11,115 +0.7%
MML Investors Services
8
MML Investors Services
Massachusetts
$22.9M 847,542 -424,944 -33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$15.7M 582,622 +7,810 +1%
BTS
10
BB&T Securities
Virginia
$14M 517,125 +329,484 +176%
NC
11
NewSquare Capital
Pennsylvania
$13.5M 511,832 -3,381 -0.7%
Stifel Financial
12
Stifel Financial
Missouri
$12.6M 464,921 +190,435 +69%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.7M 394,492 +7,644 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$10.1M 374,953 +7,815 +2%
ODG
15
O'Dell Group
Ohio
$7.8M 288,691 +14,423 +5%
LPL Financial
16
LPL Financial
California
$6.59M 244,012 +73,011 +43%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$5.18M 191,629 -7,322 -4%
HFS
18
HL Financial Services
Kentucky
$4.67M 172,637 -34,302 -17%
Jane Street
19
Jane Street
New York
$4.26M 157,708 +48,619 +45%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$4.16M 153,877 -23,667 -13%
NA
21
NewEdge Advisors
Louisiana
$4.11M 150,645 +13,778 +10%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.98M 147,131 +18,286 +14%
TFA
23
Transamerica Financial Advisors
Florida
$3.94M 145,756 -17,967 -11%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.86M 142,822 +10,232 +8%
VF
25
Virtu Financial
New York
$3.05M 112,871 +112,871 New