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First Trust Utilities AlphaDEX Fund

77 hedge funds and large institutions have $109M invested in First Trust Utilities AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
14
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M 940,777 -36,477 -4%
JAWM
2
J. Arnold Wealth Management
Ohio
$9.54M 335,990 +56,201 +20%
Bank of America
3
Bank of America
North Carolina
$8.65M 304,756 -44,136 -13%
Wells Fargo
4
Wells Fargo
California
$7.11M 250,330 -51,229 -17%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$4.77M 168,197 -20,571 -11%
LPL Financial
6
LPL Financial
California
$4.38M 154,339 -36,731 -19%
Truist Financial
7
Truist Financial
North Carolina
$4.18M 147,133 -186,554 -56%
IAIM
8
International Assets Investment Management
Florida
$4.13M 80,970 -1,927 -2%
UBS Group
9
UBS Group
Switzerland
$3.89M 136,945 -76,415 -36%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.06M 107,916 -16,961 -14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.77M 97,436 -2,002 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.53M 89,131 +3,691 +4%
RJA
13
Raymond James & Associates
Florida
$2.45M 86,221 -11,383 -12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.88M 66,180 +19,909 +43%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.85M 65,207 -977 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$1.78M 62,583 -2,607 -4%
VCM
17
Virtue Capital Management
Tennessee
$1.68M 59,334 -9,741 -14%
AWM
18
AE Wealth Management
Kansas
$1.17M 41,319 +41,319 New
SS
19
Simplicity Solutions
Minnesota
$1.15M 40,506 +40,506 New
PFS
20
Prospera Financial Services
Texas
$1.11M 39,102 +36,832 +1,623%
Goldman Sachs
21
Goldman Sachs
New York
$987K 34,775 +24,154 +227%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$954K 33,623 -9,007 -21%
Stifel Financial
23
Stifel Financial
Missouri
$919K 32,358 -3,863 -11%
FTUS
24
Flow Traders U.S.
New York
$864K 30,433 +8,637 +40%
AW
25
ACG Wealth
Georgia
$779K 27,439 -735 -3%