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First Trust Utilities AlphaDEX Fund

97 hedge funds and large institutions have $222M invested in First Trust Utilities AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $395K

Holders
97
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$395K
Net Calls
Net Calls Change

Top Buyers

1 +$24.7M
2 +$4.03M
3 +$3.7M
4
Jane Street
Jane Street
New York
+$3.2M
5
CAM
Concorde Asset Management
Michigan
+$2.87M

Top Sellers

1 -$6.46M
2 -$6.02M
3 -$5.86M
4
LPL Financial
LPL Financial
California
-$4.37M
5
Wells Fargo
Wells Fargo
California
-$4.19M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$46.7M
2
$26.1M
3
$21.1M
4
$12.5M
5
$9.53M
6
$7.36M
7
$6.55M
8
$6.12M
9
$5.87M
10
$5.74M
11
$5.38M
12
$4.34M
13
$4.13M
14
$4.11M
15
$4.03M
16
$3.55M
17
$3.09M
18
$2.92M
19
$2.87M
20
$2.75M
21
$2.4M
22
$2.27M
23
$2.23M
24
$1.87M
25
$1.74M