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First Trust Utilities AlphaDEX Fund

105 hedge funds and large institutions have $1.06B invested in First Trust Utilities AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
36
Reduced
36
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$549M 18,529,103 -1,778,106 -9%
Morgan Stanley
2
Morgan Stanley
New York
$114M 3,836,465 +139,964 +4%
Wells Fargo
3
Wells Fargo
California
$75.5M 2,547,732 +34,329 +1%
Bank of America
4
Bank of America
North Carolina
$42.9M 1,446,914 +178,106 +14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.4M 925,486 +231,918 +33%
UBS Group
6
UBS Group
Switzerland
$24.4M 822,102 -209,262 -20%
RJA
7
Raymond James & Associates
Florida
$22.5M 759,087 -114,910 -13%
NC
8
NewSquare Capital
Pennsylvania
$19.1M 642,489 +32,784 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.1M 510,716 +12,474 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.2M 377,537 -189,579 -33%
TC
11
Trilogy Capital
California
$10.7M 365,270 +365,270 New
LPL Financial
12
LPL Financial
California
$10.3M 348,371 +27,823 +9%
Stifel Financial
13
Stifel Financial
Missouri
$8.6M 290,252 +61,815 +27%
SB
14
Suntrust Banks
Georgia
$8.13M 274,256 -3,380 -1%
NA
15
NewEdge Advisors
Louisiana
$7.51M 253,527 +28,297 +13%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$7.15M 241,044 -24,651 -9%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$6.53M 220,218 +15,378 +8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.49M 218,885 -104,443 -32%
SAM
19
Shamrock Asset Management
Texas
$6.04M 203,617 -20,491 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.63M 189,912 -6,263 -3%
ODG
21
O'Dell Group
Ohio
$5.58M 188,198 -120,477 -39%
WP
22
WealthSource Partners
California
$4.58M 154,433 -40,796 -21%
ASN
23
Advisory Services Network
Georgia
$4.21M 146,747
HighTower Advisors
24
HighTower Advisors
Illinois
$4.15M 140,003 -232,450 -62%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.01M 135,091 +463 +0.3%