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First Trust Utilities AlphaDEX Fund

114 hedge funds and large institutions have $255M invested in First Trust Utilities AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
42
Reduced
29
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.5M 1,612,034 -183,847 -10%
LPL Financial
2
LPL Financial
California
$28.7M 864,715 +66,605 +8%
Wells Fargo
3
Wells Fargo
California
$18M 543,099 -145,671 -21%
VCM
4
Virtue Capital Management
Tennessee
$15.4M 464,738 +43,655 +10%
Bank of America
5
Bank of America
North Carolina
$11.6M 350,778 +163,435 +87%
UBS Group
6
UBS Group
Switzerland
$11.6M 348,297 +5,263 +2%
HI
7
Harbour Investments
Wisconsin
$9.97M 300,103 +224,615 +298%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.1M 273,942 +82,269 +43%
KAS
9
Kestra Advisory Services
Texas
$7.39M 222,539 +21,182 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.39M 192,481 +5,348 +3%
CAN
11
Cetera Advisor Networks
California
$5.43M 163,654 +2,147 +1%
RJA
12
Raymond James & Associates
Florida
$4.78M 144,043 -85,997 -37%
CAG
13
Csenge Advisory Group
Florida
$4.66M 140,300 +7,065 +5%
Truist Financial
14
Truist Financial
North Carolina
$4.63M 139,512 -79,834 -36%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.3M 129,475 -125,455 -49%
Stifel Financial
16
Stifel Financial
Missouri
$3.74M 112,679 +57,128 +103%
RCAG
17
Rehmann Capital Advisory Group
Michigan
$3.27M 98,402 +4,889 +5%
AWM
18
AE Wealth Management
Kansas
$3.26M 98,292 -221,755 -69%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.73M 82,318 +7,896 +11%
CAM
20
Concorde Asset Management
Michigan
$2.7M 81,351 +81,351 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.62M 78,831 +34,161 +76%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.6M 78,138 -58,599 -43%
Mariner
23
Mariner
Kansas
$2.25M 67,802 +67,802 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.19M 65,877 +13,460 +26%
MWM
25
MinichMacGregor Wealth Management
New York
$2.05M 61,590 -1,289 -2%