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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $651M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% less funds holding

Funds holding: 198196 (-2)

13.16% less ownership

Funds ownership: 88.39%75.23% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less capital invested

Capital invested by funds: $1.6B → $651M (-$945M)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
58
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.9M -$62.6M -1,299,720 -41%
LPL Financial
2
LPL Financial
California
$88.8M +$4M +82,993 +5%
Wells Fargo
3
Wells Fargo
California
$44.9M -$36.6M -760,717 -46%
Bank of America
4
Bank of America
North Carolina
$37.9M -$5.18M -107,480 -12%
Raymond James Financial
5
Raymond James Financial
Florida
$34.5M -$13.2M -273,838 -28%
UBS Group
6
UBS Group
Switzerland
$28.4M +$1.19M +24,635 +5%
CPA
7
Capital Performance Advisors
California
$18.8M +$277K +5,750 +2%
Truist Financial
8
Truist Financial
North Carolina
$18.5M +$3.19M +66,202 +22%
Two Sigma Investments
9
Two Sigma Investments
New York
$17.3M +$16.8M +349,700 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$16.7M +$1.92M +39,872 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$13.5M +$4.52M +93,827 +52%
CAG
12
Csenge Advisory Group
Florida
$12.5M +$435K +9,041 +4%
RW
13
Rockport Wealth
Ohio
$11.3M +$10.7M +221,507 +3,196%
Stifel Financial
14
Stifel Financial
Missouri
$10.6M -$5.38M -111,793 -34%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.75M -$4.24M -88,113 -33%
PCH
16
PGIM Custom Harvest
New Jersey
$8.53M -$11.4K -237 -0.1%
DWA
17
Delos Wealth Advisors
Texas
$8.11M +$382K +7,930 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.02M +$104K +2,152 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.84M +$36.2K +751 +0.5%
SF
20
Summit Financial
New Jersey
$7.76M -$172K -3,568 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.56M +$440K +9,128 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$7.31M +$659K +13,682 +10%
VCM
23
Virtue Capital Management
Tennessee
$7.07M +$6.89M +143,002 New
MPIA
24
Milestones Private Investment Advisors
New York
$6.06M +$187K +3,892 +3%
FIA
25
Foundations Investment Advisors
Arizona
$4.62M +$22.1K +458 +0.5%