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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.

Holders
99
Holders Change
+1
Holders Change %
+1.02%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
30
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.3M 2,439,132 +1,442,120 +145%
LPL Financial
2
LPL Financial
California
$17.6M 556,398 +58,146 +12%
PCH
3
PGIM Custom Harvest
New Jersey
$9.94M 313,689 +247,593 +375%
HI
4
Harbour Investments
Wisconsin
$8.92M 281,492 +5,490 +2%
CAG
5
Csenge Advisory Group
Florida
$6.06M 191,339 +13,409 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.95M 187,969 +10,276 +6%
OPOWM
7
One Plus One Wealth Management
Florida
$5.55M 175,163 +14,945 +9%
CAN
8
Cetera Advisor Networks
California
$5.19M 163,891 +25,422 +18%
Wells Fargo
9
Wells Fargo
California
$5M 157,834 -19,409 -11%
Truist Financial
10
Truist Financial
North Carolina
$4.98M 157,278 +17,203 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.75M 118,424 +43,484 +58%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.65M 115,178 -9,755 -8%
RJA
13
Raymond James & Associates
Florida
$3.31M 104,475 -81,836 -44%
DWA
14
Delos Wealth Advisors
Texas
$2.82M 89,093 -1,418 -2%
Bank of America
15
Bank of America
North Carolina
$2.81M 88,552 -58,652 -40%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.68M 84,652 -5,178 -6%
UBS Group
17
UBS Group
Switzerland
$1.87M 59,009 -16,964 -22%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$1.66M 52,512 -5,128 -9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.45M 45,911 -275 -0.6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.38M 43,420 -4,562 -10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.36M 42,912 +6,613 +18%
JAWM
22
J. Arnold Wealth Management
Ohio
$1.19M 37,576 -421 -1%
NA
23
NewEdge Advisors
Louisiana
$1.19M 37,451 -13,911 -27%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.13M 35,740 +5,898 +20%
TCM
25
Triumph Capital Management
Colorado
$1.08M 34,137 -4,522 -12%