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First Trust Utilities AlphaDEX Fund

95 hedge funds and large institutions have $243M invested in First Trust Utilities AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 16 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
23
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.1M 1,771,414 -209,558 -11%
RIG
2
RiverFront Investment Group
Virginia
$35M 1,238,839 -156,436 -11%
Wells Fargo
3
Wells Fargo
California
$24.8M 875,616 -41,264 -5%
UBS Group
4
UBS Group
Switzerland
$19.8M 698,999 +197,675 +39%
RJA
5
Raymond James & Associates
Florida
$13.8M 488,699 -96,919 -17%
Bank of America
6
Bank of America
North Carolina
$8.92M 315,375 -60,954 -16%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.89M 313,861 +71,120 +29%
LPL Financial
8
LPL Financial
California
$7.51M 265,587 +25,793 +11%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.4M 261,534 +57,872 +28%
SAM
10
Shamrock Asset Management
Texas
$6.85M 242,225 +242,225 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.37M 189,773 -2,656 -1%
Stifel Financial
12
Stifel Financial
Missouri
$4.96M 175,660 +16,877 +11%
FI
13
FormulaFolio Investments
Michigan
$3.94M 139,435 +139,435 New
MML Investors Services
14
MML Investors Services
Massachusetts
$3.77M 133,285 +118,231 +785%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.29M 116,209 -28,435 -20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.98M 105,298 -5,314 -5%
BTS
17
BB&T Securities
Virginia
$2.63M 93,065 -19,884 -18%
ACM
18
AlphaStar Capital Management
North Carolina
$2.2M 77,905 +77,905 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.02M 71,572 -23,350 -25%
CA
20
Cetera Advisors
Colorado
$1.94M 68,565 +725 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.82M 64,219 -22,928 -26%
VBFP
22
Valtinson Bruner Financial Planning
Minnesota
$1.79M 63,363 -1,530 -2%
PFS
23
Prospera Financial Services
Texas
$1.74M 61,321 +26,656 +77%
MWM
24
MinichMacGregor Wealth Management
New York
$1.66M 58,786 +58,786 New
IAA
25
Independent Advisor Alliance
North Carolina
$1.44M 50,889 +38,183 +301%