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First Trust Utilities AlphaDEX Fund

104 hedge funds and large institutions have $1.03B invested in First Trust Utilities AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
18
Increased
36
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$551M 18,879,013 +349,910 +2%
Morgan Stanley
2
Morgan Stanley
New York
$101M 3,441,252 -395,213 -10%
Wells Fargo
3
Wells Fargo
California
$70.5M 2,414,280 -133,452 -5%
Bank of America
4
Bank of America
North Carolina
$41.1M 1,408,594 -38,320 -3%
UBS Group
5
UBS Group
Switzerland
$29.6M 1,012,913 +190,811 +23%
NC
6
NewSquare Capital
Pennsylvania
$20M 683,424 +40,935 +6%
RJA
7
Raymond James & Associates
Florida
$16.9M 579,363 -179,724 -24%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.1M 518,129 +7,413 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.9M 477,128 -448,358 -48%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.2M 452,839 +75,302 +20%
Truist Financial
11
Truist Financial
North Carolina
$11.9M 408,662 +408,662 New
LPL Financial
12
LPL Financial
California
$10.5M 361,005 +12,634 +4%
NA
13
NewEdge Advisors
Louisiana
$7.43M 254,350 +823 +0.3%
Stifel Financial
14
Stifel Financial
Missouri
$7.37M 252,489 -37,763 -13%
JAWM
15
J. Arnold Wealth Management
Ohio
$7.3M 249,875 +249,875 New
GA
16
Gateway Advisory
New Jersey
$7.07M 242,115 +127,786 +112%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$7.06M 241,533 +21,315 +10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.5M 222,510 +3,625 +2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$6.23M 213,176 -27,868 -12%
ODG
20
O'Dell Group
Ohio
$5.84M 199,784 +11,586 +6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.61M 192,195 +2,283 +1%
CONA
22
Capital One National Association
New York
$5.38M 184,088 +184,088 New
ASN
23
Advisory Services Network
Georgia
$4.53M 154,956 +8,209 +6%
HighTower Advisors
24
HighTower Advisors
Illinois
$3.99M 136,315 -3,688 -3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.21M 112,400 -22,691 -17%