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First Trust Utilities AlphaDEX Fund

94 hedge funds and large institutions have $633M invested in First Trust Utilities AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less capital invested

Capital invested by funds: $ → $

57% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 46

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.8M
2 +$1.72M
3 +$1.49M
4
Goldman Sachs
Goldman Sachs
New York
+$1.41M
5
Citadel Advisors
Citadel Advisors
Florida
+$981K

Top Sellers

1 -$133M
2 -$21.4M
3 -$11.9M
4
Bank of America
Bank of America
North Carolina
-$10.1M
5
Wells Fargo
Wells Fargo
California
-$9.63M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$330M
2
$63.1M
3
$49.6M
4
$24.5M
5
$22.4M
6
$12.7M
7
$10.5M
8
$9.76M
9
$8.79M
10
$6.99M
11
$6.85M
12
$5.71M
13
$5.57M
14
$4.99M
15
$4.91M
16
$4.8M
17
$3.95M
18
$3.94M
19
$3.75M
20
$3.32M
21
$3.31M
22
$3.12M
23
$2.94M
24
$2.93M
25
$2.88M