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First Trust Utilities AlphaDEX Fund

75 hedge funds and large institutions have $111M invested in First Trust Utilities AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
13
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.9M 977,254 -158,923 -14%
Bank of America
2
Bank of America
North Carolina
$9.24M 348,892 -87,606 -20%
Truist Financial
3
Truist Financial
North Carolina
$8.83M 333,687 +19,686 +6%
Wells Fargo
4
Wells Fargo
California
$7.98M 301,559 -127,632 -30%
JAWM
5
J. Arnold Wealth Management
Ohio
$7.41M 279,789 +243,976 +681%
UBS Group
6
UBS Group
Switzerland
$5.65M 213,360 -192,468 -47%
LPL Financial
7
LPL Financial
California
$5.06M 191,070 +4,203 +2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$5M 188,768 -1,108 -0.6%
IAIM
9
International Assets Investment Management
Florida
$3.46M 82,897 +136 +0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.31M 124,877 -29,911 -19%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.71M 102,471 +9,305 +10%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.63M 99,438 -8,283 -8%
RJA
13
Raymond James & Associates
Florida
$2.58M 97,604 -9,405 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.26M 85,440 -61,929 -42%
VCM
15
Virtue Capital Management
Tennessee
$1.83M 69,075 -2,533 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.74M 66,184 -2,002 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$1.73M 65,190 +12,131 +23%
TRCT
18
Tower Research Capital (TRC)
New York
$1.58M 59,646 -17,900 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.23M 46,271 -76,635 -62%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.13M 42,630 -178,807 -81%
Stifel Financial
21
Stifel Financial
Missouri
$958K 36,221 -60,464 -63%
AW
22
ACG Wealth
Georgia
$746K 28,174 -3,478 -11%
SFG
23
StrategIQ Financial Group
Indiana
$648K 24,490 -100 -0.4%
FTUS
24
Flow Traders U.S.
New York
$577K 21,796 -31,100 -59%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$546K 20,642 +565 +3%