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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.59B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.18M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.08M
DWA
28
Delos Wealth Advisors
Texas
$7M
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.45M
DWP
30
Daymark Wealth Partners
Ohio
$6.13M
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.02M
QC
32
Quadrature Capital
United Kingdom
$6M
VAS
33
Vestmark Advisory Solutions
Massachusetts
$5.76M
MPIA
34
Milestones Private Investment Advisors
New York
$5.33M
DADC
35
D.A. Davidson & Co
Montana
$4.63M
Baird Financial Group
36
Baird Financial Group
Wisconsin
$4.54M
WIA
37
World Investment Advisors
California
$4.47M
FIA
38
Foundations Investment Advisors
Arizona
$4.17M
OC
39
Oppenheimer & Co
New York
$4.16M
SPC
40
Sigma Planning Corp
Michigan
$3.9M
AWA
41
Arkadios Wealth Advisors
Georgia
$3.56M
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$3.02M
PAG
43
Private Advisor Group
New Jersey
$3.01M
EH
44
Equitable Holdings
New York
$2.91M
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.82M
FA
46
Fiduciary Alliance
South Carolina
$2.72M
MFG
47
Merit Financial Group
Georgia
$2.58M
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.56M
PWS
49
Proactive Wealth Strategies
Georgia
$2.44M
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$2.26M