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First Trust Utilities AlphaDEX Fund

94 hedge funds and large institutions have $241M invested in First Trust Utilities AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
94
Holders Change
+14
Holders Change %
+17.5%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
24
Increased
38
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$55.9M 1,731,029 +295,830 +21%
Morgan Stanley
2
Morgan Stanley
New York
$53.6M 1,659,647 +780,326 +89%
Wells Fargo
3
Wells Fargo
California
$18.5M 571,327 +399,709 +233%
LPL Financial
4
LPL Financial
California
$12.6M 389,371 +156,107 +67%
VCM
5
Virtue Capital Management
Tennessee
$9.87M 305,469 +305,469 New
UBS Group
6
UBS Group
Switzerland
$8.55M 264,625 +20,059 +8%
Truist Financial
7
Truist Financial
North Carolina
$7.63M 236,078 +79,425 +51%
Bank of America
8
Bank of America
North Carolina
$6.66M 206,110 +46,134 +29%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.85M 180,992 +34,360 +23%
FEG
10
Financial Enhancement Group
Indiana
$4.73M 146,484 +146,484 New
CAN
11
Cetera Advisor Networks
California
$4.59M 142,074 +99,929 +237%
KA
12
Kovack Advisors
Florida
$3.37M 104,308 +104,308 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.84M 87,852 +66,437 +310%
Stifel Financial
14
Stifel Financial
Missouri
$2.77M 85,672 +12,411 +17%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.52M 77,652 +19,148 +33%
HI
16
Harbour Investments
Wisconsin
$2.44M 75,488 +75,488 New
RJA
17
Raymond James & Associates
Florida
$2.43M 75,326 +8,823 +13%
RCAG
18
Rehmann Capital Advisory Group
Michigan
$2.43M 75,234 +37,653 +100%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.34M 72,515 +6,871 +10%
CA
20
CoreCap Advisors
Michigan
$1.88M 58,129 +58,129 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.83M 56,615 +4,822 +9%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.72M 53,435 +19,342 +57%
PAG
23
Private Advisor Group
New Jersey
$1.52M 46,885 +37,476 +398%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.45M 44,909 +15,356 +52%
TFA
25
Transamerica Financial Advisors
Florida
$1.36M 41,920 +41,860 +69,767%