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First Trust Utilities AlphaDEX Fund

187 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
187
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
DWA
26
Delos Wealth Advisors
Texas
$6.94M
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.41M
DWP
28
Daymark Wealth Partners
Ohio
$6.24M
WWA
29
WCG Wealth Advisors
Nevada
$6.2M
VAS
30
Vestmark Advisory Solutions
Massachusetts
$5.94M
MPIA
31
Milestones Private Investment Advisors
New York
$5.75M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$5.26M
Baird Financial Group
33
Baird Financial Group
Wisconsin
$4.88M
WIA
34
World Investment Advisors
California
$4.83M
DADC
35
D.A. Davidson & Co
Montana
$4.62M
FIA
36
Foundations Investment Advisors
Arizona
$4.15M
SPC
37
Sigma Planning Corp
Michigan
$3.97M
GSWM
38
Greenup Street Wealth Management
Michigan
$3.71M
OC
39
Oppenheimer & Co
New York
$3.68M
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$3.34M
EH
41
Equitable Holdings
New York
$2.7M
PAG
42
Private Advisor Group
New Jersey
$2.61M
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.61M
PWS
44
Proactive Wealth Strategies
Georgia
$2.52M
TWM
45
TriaGen Wealth Management
California
$2.33M
FMP
46
Financial Management Professionals
Texas
$2.3M
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$2.27M
TFA
48
Transamerica Financial Advisors
Florida
$2.26M
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.94M
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.59M