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First Trust Utilities AlphaDEX Fund

103 hedge funds and large institutions have $146M invested in First Trust Utilities AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
24
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M 899,808 -1,539,324 -63%
LPL Financial
2
LPL Financial
California
$12.5M 385,316 -171,082 -31%
HI
3
Harbour Investments
Wisconsin
$9.6M 295,836 +14,344 +5%
PCH
4
PGIM Custom Harvest
New Jersey
$8.69M 267,776 -45,913 -15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.47M 230,112 +42,143 +22%
Truist Financial
6
Truist Financial
North Carolina
$7.12M 219,265 +61,987 +39%
CAG
7
Csenge Advisory Group
Florida
$6.34M 195,260 +3,921 +2%
Wells Fargo
8
Wells Fargo
California
$5.55M 170,838 +13,004 +8%
OPOWM
9
One Plus One Wealth Management
Florida
$5.19M 159,783 -15,380 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.58M 110,185 -8,239 -7%
DWA
11
Delos Wealth Advisors
Texas
$3.46M 106,684 +17,591 +20%
RJA
12
Raymond James & Associates
Florida
$3.45M 106,150 +1,675 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.21M 99,028 -16,150 -14%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.09M 95,296 +49,385 +108%
Bank of America
15
Bank of America
North Carolina
$2.56M 78,722 -9,830 -11%
TCM
16
Triumph Capital Management
Colorado
$2.33M 72,153 +38,016 +111%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.03M 62,547 -22,105 -26%
UBS Group
18
UBS Group
Switzerland
$1.77M 54,380 -4,629 -8%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$1.76M 54,248 +1,736 +3%
CAN
20
Cetera Advisor Networks
California
$1.75M 53,790 -110,101 -67%
GS
21
GTS Securities
New York
$1.71M 52,583 +39,099 +290%
PAG
22
Private Advisor Group
New Jersey
$1.63M 50,235 +26,917 +115%
Jane Street
23
Jane Street
New York
$1.08M 33,170 +25,436 +329%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.07M 32,953 -10,467 -24%
GAA
25
Global Assets Advisory
Florida
$1M 32,290 +32,290 New