FXU icon

First Trust Utilities AlphaDEX Fund

86 hedge funds and large institutions have $123M invested in First Trust Utilities AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RIG
1
RiverFront Investment Group
Virginia
$36.9M 1,454,894 -80,628 -5%
Morgan Stanley
2
Morgan Stanley
New York
$16.6M 652,632 -824,283 -56%
RJA
3
Raymond James & Associates
Florida
$15.6M 616,380 +39,136 +7%
Wells Fargo
4
Wells Fargo
California
$9.93M 391,499 -294,943 -43%
Bank of America
5
Bank of America
North Carolina
$6.57M 259,182 -205,916 -44%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.81M 150,224 +5,963 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.6M 142,119 -22,614 -14%
UBS Group
8
UBS Group
Switzerland
$3.39M 133,718 -29,848 -18%
BTS
9
BB&T Securities
Virginia
$3.38M 133,385 -2,602 -2%
LPL Financial
10
LPL Financial
California
$2.47M 97,534 -4,760 -5%
SS
11
Simplicity Solutions
Minnesota
$1.79M 70,643 +70,643 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.39M 54,393 -4,864 -8%
Goldman Sachs
13
Goldman Sachs
New York
$1.27M 50,068 -170 -0.3%
TRCT
14
Tower Research Capital (TRC)
New York
$1.06M 41,723 +18,747 +82%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.04M 40,856 -10,872 -21%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$870K 34,318 -73,540 -68%
AA
17
Advisory Alpha
Michigan
$828K 32,764 -9,861 -23%
Stifel Financial
18
Stifel Financial
Missouri
$744K 29,425 +5,055 +21%
CAN
19
Cetera Advisor Networks
California
$721K 28,470 -4,016 -12%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$655K 25,845 -2,852 -10%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$629K 24,811 -33,242 -57%
NA
22
NewEdge Advisors
Louisiana
$605K 24,108 -1,607 -6%
HFS
23
HL Financial Services
Kentucky
$583K 22,987 -852 -4%
SB
24
Suntrust Banks
Georgia
$550K 21,700 +21,700 New
MML Investors Services
25
MML Investors Services
Massachusetts
$465K 18,345 -2,452 -12%