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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.

Holders
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
16
Increased
20
Reduced
46
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$330M 13,443,748 -5,435,265 -29%
Morgan Stanley
2
Morgan Stanley
New York
$63.1M 2,570,504 -870,748 -25%
Wells Fargo
3
Wells Fargo
California
$49.6M 2,021,998 -392,282 -16%
Bank of America
4
Bank of America
North Carolina
$24.5M 996,638 -411,956 -29%
UBS Group
5
UBS Group
Switzerland
$22.4M 913,268 -99,645 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.7M 518,560 +431 +0.1%
RJA
7
Raymond James & Associates
Florida
$10.5M 429,290 -150,073 -26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.76M 397,649 -79,479 -17%
Truist Financial
9
Truist Financial
North Carolina
$8.79M 357,850 -50,812 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.99M 284,898 -167,941 -37%
LPL Financial
11
LPL Financial
California
$6.85M 278,965 -82,040 -23%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$5.71M 232,569 +19,393 +9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.57M 227,039 +4,529 +2%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$4.99M 203,038 -38,495 -16%
NC
15
NewSquare Capital
Pennsylvania
$4.91M 199,830 -483,594 -71%
ODG
16
O'Dell Group
Ohio
$4.8M 195,428 -4,356 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.95M 160,998 +113,997 +243%
ASN
18
Advisory Services Network
Georgia
$3.94M 160,570 +5,614 +4%
NA
19
NewEdge Advisors
Louisiana
$3.75M 152,663 -101,687 -40%
COF
20
Capital One Financial
Virginia
$3.32M 135,158 +135,158 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.31M 134,805 -57,390 -30%
JAWM
22
J. Arnold Wealth Management
Ohio
$3.12M 127,211 -122,664 -49%
GA
23
Gateway Advisory
New Jersey
$2.94M 119,923 -122,192 -50%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.93M 119,908 +119,908 New
Stifel Financial
25
Stifel Financial
Missouri
$2.89M 117,670 -134,819 -53%