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First Trust Utilities AlphaDEX Fund

138 hedge funds and large institutions have $223M invested in First Trust Utilities AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 45 reducing their positions, and 11 closing their positions.

Holders
138
Holders Change
+18
Holders Change %
+15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
35
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.8M 1,211,194 +179,438 +17%
LPL Financial
2
LPL Financial
California
$20.4M 538,297 -4,552 -0.8%
Bank of America
3
Bank of America
North Carolina
$17.3M 457,568 +246,768 +117%
Wells Fargo
4
Wells Fargo
California
$13.2M 348,087 +127,595 +58%
Raymond James Financial
5
Raymond James Financial
Florida
$12.7M 336,279 +336,279 New
CAG
6
Csenge Advisory Group
Florida
$12.4M 328,279 +4,765 +1%
UBS Group
7
UBS Group
Switzerland
$9.17M 242,387 -14,548 -6%
PCH
8
PGIM Custom Harvest
New Jersey
$8.37M 221,250 -12,567 -5%
HI
9
Harbour Investments
Wisconsin
$8.11M 214,270 -4,207 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.68M 203,049 -200,441 -50%
Truist Financial
11
Truist Financial
North Carolina
$7.65M 202,224 -147,825 -42%
DWA
12
Delos Wealth Advisors
Texas
$5.53M 146,203 +8,901 +6%
Stifel Financial
13
Stifel Financial
Missouri
$3.55M 93,731 +2,350 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.6M 68,851 +2,579 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.26M 59,639 +34,252 +135%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.14M 56,626 -12,039 -18%
SPC
17
Sigma Planning Corp
Michigan
$1.63M 43,099 +5,348 +14%
RAS
18
RPS Advisory Solutions
Kentucky
$1.63M 43,031 +43,031 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.51M 39,859 +14,405 +57%
HPC
20
Hobart Private Capital
North Carolina
$1.49M 39,429 +39,429 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$1.41M 37,190 -1,358 -4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.23M 32,561 +32,561 New
MML Investors Services
23
MML Investors Services
Massachusetts
$1.08M 28,469 -2,053 -7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.02M 26,885 +9,338 +53%
CIA
25
Concurrent Investment Advisors
Florida
$892K 23,583 -144 -0.6%