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First Trust Utilities AlphaDEX Fund

99 hedge funds and large institutions have $195M invested in First Trust Utilities AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
99
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$77.3M
2
$17.6M
3
$9.94M
4
$8.92M
5
$6.06M
6
$5.95M
7
$5.55M
8
$5.19M
9
$5M
10
$4.98M
11
$3.75M
12
$3.65M
13
$3.31M
14
$2.82M
15
$2.81M
16
$2.68M
17
$1.87M
18
$1.66M
19
$1.45M
20
$1.38M
21
$1.36M
22
$1.19M
23
$1.19M
24
$1.13M
25
$1.08M