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First Trust Utilities AlphaDEX Fund

83 hedge funds and large institutions have $95.5M invested in First Trust Utilities AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
25
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.2M 863,710 -26,516 -3%
Wells Fargo
2
Wells Fargo
California
$7.81M 238,971 +89,798 +60%
UBS Group
3
UBS Group
Switzerland
$7.75M 236,916 +194,506 +459%
LPL Financial
4
LPL Financial
California
$6.36M 194,638 +32,428 +20%
SMF
5
Sterling Manor Financial
New York
$5.07M 154,973 +154,973 New
Bank of America
6
Bank of America
North Carolina
$4.62M 141,220 -53,000 -27%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$4.55M 139,217 +4,537 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.51M 107,295 -45,993 -30%
RJA
9
Raymond James & Associates
Florida
$2.1M 64,081 -9,046 -12%
Truist Financial
10
Truist Financial
North Carolina
$1.81M 55,213 +16,435 +42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.72M 52,602 -1,410 -3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.41M 43,190 +35,640 +472%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.24M 37,920 +5,533 +17%
FTUS
14
Flow Traders U.S.
New York
$1.13M 34,571 +34,571 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.11M 34,095 +11,077 +48%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.11M 33,855 +4,069 +14%
Stifel Financial
17
Stifel Financial
Missouri
$1.06M 32,432 -7,767 -19%
SFG
18
StrategIQ Financial Group
Indiana
$795K 24,315 +200 +0.8%
JAWM
19
J. Arnold Wealth Management
Ohio
$705K 21,577 -129 -0.6%
CCA
20
Cottonwood Capital Advisors
Utah
$619K 18,926 +18,926 New
RCAG
21
Rehmann Capital Advisory Group
Michigan
$603K 18,443 +3,879 +27%
SWM
22
Spire Wealth Management
Virginia
$550K 16,816 -6,917 -29%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$509K 15,563 +2,536 +19%
MAP
24
Milestone Advisory Partners
North Carolina
$500K 15,287
AW
25
ACG Wealth
Georgia
$436K 13,336 -742 -5%