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First Trust Utilities AlphaDEX Fund

103 hedge funds and large institutions have $216M invested in First Trust Utilities AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
103
Holders Change
-11
Holders Change %
-9.65%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
35
Reduced
36
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.4M 1,657,462 +45,428 +3%
LPL Financial
2
LPL Financial
California
$26.3M 801,580 -63,135 -7%
Wells Fargo
3
Wells Fargo
California
$17.3M 526,382 -16,717 -3%
UBS Group
4
UBS Group
Switzerland
$9.86M 300,299 -47,998 -14%
HI
5
Harbour Investments
Wisconsin
$9.77M 297,713 -2,390 -0.8%
KAS
6
Kestra Advisory Services
Texas
$7.98M 243,111 +20,572 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.68M 203,443 -70,499 -26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.59M 200,879 +8,398 +4%
Bank of America
9
Bank of America
North Carolina
$6.02M 183,471 -167,307 -48%
CAG
10
Csenge Advisory Group
Florida
$5.36M 163,230 +22,930 +16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.02M 152,903 +23,428 +18%
Truist Financial
12
Truist Financial
North Carolina
$4.51M 137,409 -2,103 -2%
CAN
13
Cetera Advisor Networks
California
$4.43M 135,033 -28,621 -17%
RJA
14
Raymond James & Associates
Florida
$4.27M 130,013 -14,030 -10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.1M 94,340 +28,463 +43%
DWA
16
Delos Wealth Advisors
Texas
$2.93M 89,392 +89,392 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.83M 86,326 +4,008 +5%
Mariner
18
Mariner
Kansas
$2.21M 67,405 -397 -0.6%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$2.1M 64,103 +19,394 +43%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.93M 58,915 +5,735 +11%
WFA
21
WMG Financial Advisors
Tennessee
$1.66M 50,624 +9,938 +24%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.57M 47,905 -30,926 -39%
JAWM
23
J. Arnold Wealth Management
Ohio
$1.47M 44,724 +750 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.37M 41,883 +26,929 +180%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.35M 40,991 -37,147 -48%