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First Trust Utilities AlphaDEX Fund

108 hedge funds and large institutions have $1.12B invested in First Trust Utilities AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
108
Holders Change
+13
Holders Change %
+13.68%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
27
Increased
48
Reduced
17
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
$583M 20,307,209 +20,307,209 New
Morgan Stanley
2
Morgan Stanley
New York
$106M 3,696,501 +1,925,087 +109%
Wells Fargo
3
Wells Fargo
California
$72.2M 2,513,403 +1,637,787 +187%
Bank of America
4
Bank of America
North Carolina
$36.4M 1,268,808 +953,433 +302%
RIG
5
RiverFront Investment Group
Virginia
$34.7M 1,209,015 -29,824 -2%
UBS Group
6
UBS Group
Switzerland
$29.6M 1,031,364 +332,365 +48%
RJA
7
Raymond James & Associates
Florida
$25.1M 873,997 +385,298 +79%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$19.9M 693,568 +432,034 +165%
NC
9
NewSquare Capital
Pennsylvania
$17.5M 609,705 +608,861 +72,140%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.3M 567,116 +377,343 +199%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.3M 498,242 +489,748 +5,766%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.7M 372,453 +58,592 +19%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.28M 323,328 +207,119 +178%
LPL Financial
14
LPL Financial
California
$9.2M 320,548 +54,961 +21%
ODG
15
O'Dell Group
Ohio
$8.86M 308,675 +308,675 New
Baird Financial Group
16
Baird Financial Group
Wisconsin
$7.63M 265,695 +236,543 +811%
SB
17
Suntrust Banks
Georgia
$7.14M 277,636 +254,738 +1,112%
GA
18
Gateway Advisory
New Jersey
$6.64M 231,118 +231,118 New
Stifel Financial
19
Stifel Financial
Missouri
$6.55M 228,437 +52,777 +30%
NA
20
NewEdge Advisors
Louisiana
$6.47M 225,230 +218,175 +3,092%
SAM
21
Shamrock Asset Management
Texas
$6.43M 224,108 -18,117 -7%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$5.88M 204,840 +197,589 +2,725%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.63M 196,175 +124,603 +174%
WP
24
WealthSource Partners
California
$5.61M 195,229 +195,229 New
BTS
25
BB&T Securities
Virginia
$5.48M 190,770 +97,705 +105%