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First Trust Utilities AlphaDEX Fund

76 hedge funds and large institutions have $206M invested in First Trust Utilities AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.7M 1,838,364 +601,903 +49%
RIG
2
RiverFront Investment Group
Virginia
$40M 1,449,494 -12,068 -0.8%
Wells Fargo
3
Wells Fargo
California
$23.9M 867,364 +231,722 +36%
RJA
4
Raymond James & Associates
Florida
$16.7M 605,953 -48,599 -7%
UBS Group
5
UBS Group
Switzerland
$11M 397,391 +10,844 +3%
Stifel Financial
6
Stifel Financial
Missouri
$8.34M 302,620 +50,781 +20%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.52M 235,323 +8,969 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.36M 194,297 +164,621 +555%
Bank of America
9
Bank of America
North Carolina
$4.8M 174,243 -152,587 -47%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.41M 159,862 +47,834 +43%
LPL Financial
11
LPL Financial
California
$3.71M 134,614 -77,873 -37%
VF
12
Virtu Financial
New York
$3.62M 131,128 +131,128 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.61M 130,761 +1,803 +1%
BTS
14
BB&T Securities
Virginia
$2.96M 107,249 -19,666 -15%
SMG
15
Smart Money Group
Texas
$2.95M 106,862 +10,165 +11%
WP
16
WealthSource Partners
California
$2.63M 95,241 +95,241 New
TRCT
17
Tower Research Capital (TRC)
New York
$1.78M 64,562 +64,562 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.15M 41,768 +41,768 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.07M 38,857 +1,047 +3%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$986K 35,745 +11,385 +47%
MML Investors Services
21
MML Investors Services
Massachusetts
$519K 18,819 +4,249 +29%
Citadel Advisors
22
Citadel Advisors
Florida
$512K 18,567 -17,649 -49%
CWM
23
Cornerstone Wealth Management
Missouri
$503K 13,715 +83 +0.6%
SB
24
Suntrust Banks
Georgia
$475K 18,460 +673 +4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$455K 16,491 -24,365 -60%