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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.34M -$6.52M -135,301 -61%
FA
27
Fiduciary Alliance
South Carolina
$4.34M +$1.29M +26,787 +44%
OPAM
28
Ocean Park Asset Management
California
$4.26M +$4.14M +85,904 New
OC
29
Oppenheimer & Co
New York
$3.53M -$1.02M -21,224 -23%
EH
30
Equitable Holdings
New York
$3.15M +$261K +5,421 +8%
BFA
31
Brendel Financial Advisors
New Hampshire
$3.06M +$2.97M +61,622 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.91M -$406K -8,426 -13%
MFG
33
Merit Financial Group
Georgia
$2.63M -$210K -4,370 -8%
BEI
34
Benjamin Edwards Inc
Missouri
$2.51M -$12M -248,983 -83%
PAG
35
Private Advisor Group
New Jersey
$2.42M -$876K -18,197 -27%
SPC
36
Sigma Planning Corp
Michigan
$2.3M -$1.94M -40,282 -47%
KAS
37
Kestra Advisory Services
Texas
$2.23M +$1.29M +26,884 +148%
NA
38
NewEdge Advisors
Louisiana
$2.17M -$20.3M -422,528 -91%
TRCT
39
Tower Research Capital (TRC)
New York
$2.15M +$2.09M +43,408 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.01M +$1.95M +40,580 New
QC
41
Quadrature Capital
United Kingdom
$1.94M -$4.53M -94,173 -71%
PAS
42
PKS Advisory Services
New York
$1.89M +$114K +2,359 +7%
PWS
43
Proactive Wealth Strategies
Georgia
$1.78M -$882K -18,323 -34%
CWP
44
Cyndeo Wealth Partners
Florida
$1.73M +$134K +2,776 +9%
MA
45
Mutual Advisors
Nebraska
$1.68M +$1.63M +33,829 New
AWA
46
Arkadios Wealth Advisors
Georgia
$1.63M -$2.22M -46,171 -58%
RIA
47
Regal Investment Advisors
Michigan
$1.61M +$90.9K +1,888 +6%
WWA
48
WCG Wealth Advisors
Nevada
$1.6M -$16.3M -339,393 -91%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$1.58M -$12.7K -264 -0.8%
GWP
50
Gateway Wealth Partners
Wisconsin
$1.49M +$1.23M +25,536 +559%