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First Trust Utilities AlphaDEX Fund

110 hedge funds and large institutions have $166M invested in First Trust Utilities AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
37
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.7M 926,850 +27,042 +3%
LPL Financial
2
LPL Financial
California
$14.4M 436,699 +51,383 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.7M 384,306 +154,194 +67%
Truist Financial
4
Truist Financial
North Carolina
$12.1M 366,229 +146,964 +67%
CAG
5
Csenge Advisory Group
Florida
$10.3M 311,463 +116,203 +60%
HI
6
Harbour Investments
Wisconsin
$9.64M 291,479 -4,357 -1%
PCH
7
PGIM Custom Harvest
New Jersey
$8.11M 245,226 -22,550 -8%
Wells Fargo
8
Wells Fargo
California
$6.73M 203,589 +32,751 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.14M 185,516 +75,331 +68%
UBS Group
10
UBS Group
Switzerland
$5.96M 180,160 +125,780 +231%
DWA
11
Delos Wealth Advisors
Texas
$4.18M 126,508 +19,824 +19%
RJA
12
Raymond James & Associates
Florida
$3.43M 103,764 -2,386 -2%
Bank of America
13
Bank of America
North Carolina
$3.21M 97,082 +18,360 +23%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.24M 67,683 -31,345 -32%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.1M 63,650 -31,646 -33%
Stifel Financial
16
Stifel Financial
Missouri
$1.93M 58,316 +38,211 +190%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$1.83M 55,273 +1,025 +2%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.69M 50,989 +37,147 +268%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.55M 46,983 -15,564 -25%
IWC
20
Integrated Wealth Concepts
Massachusetts
$1.24M 37,420 +15,689 +72%
SPC
21
Sigma Planning Corp
Michigan
$1.18M 35,669 +35,669 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.11M 33,608 +13,512 +67%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.1M 33,304 +351 +1%
CAS
24
Coppell Advisory Solutions
Texas
$1.02M 30,693 +30,693 New
PAG
25
Private Advisor Group
New Jersey
$994K 30,069 -20,166 -40%