We are live on ! Find out more
FXU icon

First Trust Utilities AlphaDEX Fund

198 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
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 -$2.44M -52,874 -25%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.08M +$756K +16,404 +12%
DWA
28
Delos Wealth Advisors
Texas
$7M +$125K +2,716 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.45M -$1.15M -24,933 -15%
DWP
30
Daymark Wealth Partners
Ohio
$6.13M -$49.1K -1,065 -0.8%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$6.02M +$831K +18,044 +16%
QC
32
Quadrature Capital
United Kingdom
$6M +$6.14M +133,322 New
VAS
33
Vestmark Advisory Solutions
Massachusetts
$5.76M -$134K -2,914 -2%
MPIA
34
Milestones Private Investment Advisors
New York
$5.33M -$376K -8,157 -6%
DADC
35
D.A. Davidson & Co
Montana
$4.63M +$55.2K +1,197 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$4.54M -$297K -6,443 -6%
WIA
37
World Investment Advisors
California
$4.47M -$323K -7,003 -7%
FIA
38
Foundations Investment Advisors
Arizona
$4.17M +$63.6K +1,380 +2%
OC
39
Oppenheimer & Co
New York
$4.16M +$529K +11,489 +14%
SPC
40
Sigma Planning Corp
Michigan
$3.9M -$38.9K -845 -1%
AWA
41
Arkadios Wealth Advisors
Georgia
$3.56M +$3.35M +72,789 +1,149%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$3.02M +$1.49M +32,253 +92%
PAG
43
Private Advisor Group
New Jersey
$3.01M +$441K +9,574 +17%
EH
44
Equitable Holdings
New York
$2.91M +$238K +5,170 +9%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2.82M -$498K -10,814 -15%
FA
46
Fiduciary Alliance
South Carolina
$2.72M +$2.78M +60,357 New
MFG
47
Merit Financial Group
Georgia
$2.58M +$2.64M +57,398 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$2.56M -$24.9K -541 -0.9%
PWS
49
Proactive Wealth Strategies
Georgia
$2.44M -$54.9K -1,192 -2%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$2.26M +$9.63K +209 +0.4%