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First Trust Utilities AlphaDEX Fund

108 hedge funds and large institutions have $293M invested in First Trust Utilities AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+14
Holders Change %
+14.89%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
43
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.9M 1,795,881 +136,234 +8%
CWM
2
Congress Wealth Management
Massachusetts
$43.4M 1,420,738 -310,291 -18%
LPL Financial
3
LPL Financial
California
$24.4M 798,110 +408,739 +105%
Wells Fargo
4
Wells Fargo
California
$21M 688,770 +117,443 +21%
VCM
5
Virtue Capital Management
Tennessee
$12.9M 421,083 +115,614 +38%
UBS Group
6
UBS Group
Switzerland
$10.5M 343,034 +78,409 +30%
AWM
7
AE Wealth Management
Kansas
$9.78M 320,047 +320,047 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.79M 254,930 +167,078 +190%
RJA
9
Raymond James & Associates
Florida
$7.03M 230,040 +154,714 +205%
Truist Financial
10
Truist Financial
North Carolina
$6.7M 219,346 -16,732 -7%
KAS
11
Kestra Advisory Services
Texas
$6.15M 201,357 +174,961 +663%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.86M 191,673 +114,021 +147%
Bank of America
13
Bank of America
North Carolina
$5.72M 187,343 -18,767 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.72M 187,133 +6,141 +3%
CAN
15
Cetera Advisor Networks
California
$4.93M 161,507 +19,433 +14%
FEG
16
Financial Enhancement Group
Indiana
$4.45M 145,726 -758 -0.5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.18M 136,737 +115,937 +557%
CAG
18
Csenge Advisory Group
Florida
$4.07M 133,235 +133,235 New
RCAG
19
Rehmann Capital Advisory Group
Michigan
$2.86M 93,513 +18,279 +24%
Citadel Advisors
20
Citadel Advisors
Florida
$2.81M 91,882 +91,882 New
HI
21
Harbour Investments
Wisconsin
$2.44M 75,488
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.27M 74,422 +20,987 +39%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.11M 69,155 +69,155 New
MWM
24
MinichMacGregor Wealth Management
New York
$1.92M 62,879 +62,879 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.76M 57,647 -14,868 -21%