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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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

25% less capital invested

Capital invested by funds: $195M → $146M (-$48.6M)

40% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 40

Holders
103
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
$29.2M
2
$12.5M
3
$9.6M
4
$8.69M
5
$7.47M
6
$7.12M
7
$6.34M
8
$5.55M
9
$5.19M
10
$3.58M
11
$3.46M
12
$3.45M
13
$3.21M
14
$3.09M
15
$2.56M
16
$2.33M
17
$2.03M
18
$1.77M
19
$1.76M
20
$1.75M
21
$1.71M
22
$1.63M
23
$1.08M
24
$1.07M
25
$1M