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First Trust Utilities AlphaDEX Fund

98 hedge funds and large institutions have $136M invested in First Trust Utilities AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.5M 997,012 -471,184 -32%
LPL Financial
2
LPL Financial
California
$14.2M 498,252 -165,935 -25%
HI
3
Harbour Investments
Wisconsin
$7.88M 276,002 -23,676 -8%
RJA
4
Raymond James & Associates
Florida
$5.32M 186,311 -6,058 -3%
CAG
5
Csenge Advisory Group
Florida
$5.08M 177,930 +8,537 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.07M 177,693 -53,842 -23%
Wells Fargo
7
Wells Fargo
California
$5.06M 177,243 -217,443 -55%
OPOWM
8
One Plus One Wealth Management
Florida
$4.58M 160,218 +160,218 New
Bank of America
9
Bank of America
North Carolina
$4.2M 147,204 -37,556 -20%
Truist Financial
10
Truist Financial
North Carolina
$4M 140,075 -65,882 -32%
CAN
11
Cetera Advisor Networks
California
$3.95M 138,469 +2,083 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.57M 124,933 -4,405 -3%
DWA
13
Delos Wealth Advisors
Texas
$2.76M 90,511 -1,213 -1%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.57M 89,830 +19,673 +28%
CAM
15
Concorde Asset Management
Michigan
$2.51M 87,913 -2,300 -3%
UBS Group
16
UBS Group
Switzerland
$2.17M 75,973 -21,223 -22%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.14M 74,940 -11,568 -13%
PCH
18
PGIM Custom Harvest
New Jersey
$1.89M 66,096 +66,096 New
VAS
19
Vestmark Advisory Solutions
Massachusetts
$1.65M 57,640 -122,853 -68%
WA
20
Win Advisors
Florida
$1.59M 55,647 +55,647 New
NA
21
NewEdge Advisors
Louisiana
$1.47M 51,362 +6,069 +13%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.37M 47,982 +6,254 +15%
Jane Street
23
Jane Street
New York
$1.36M 47,520 -64,269 -57%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.32M 46,186 -6,938 -13%
TCM
25
Triumph Capital Management
Colorado
$1.1M 38,659 +8,741 +29%