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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $650M 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
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$4.34M
FA
27
Fiduciary Alliance
South Carolina
$4.34M
OPAM
28
Ocean Park Asset Management
California
$4.26M
OC
29
Oppenheimer & Co
New York
$3.53M
EH
30
Equitable Holdings
New York
$3.15M
BFA
31
Brendel Financial Advisors
New Hampshire
$3.06M
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.91M
MFG
33
Merit Financial Group
Georgia
$2.63M
BEI
34
Benjamin Edwards Inc
Missouri
$2.51M
PAG
35
Private Advisor Group
New Jersey
$2.42M
SPC
36
Sigma Planning Corp
Michigan
$2.3M
KAS
37
Kestra Advisory Services
Texas
$2.23M
TRCT
38
Tower Research Capital (TRC)
New York
$2.15M
IWC
39
Integrated Wealth Concepts
Massachusetts
$2.01M
QC
40
Quadrature Capital
United Kingdom
$1.94M
PAS
41
PKS Advisory Services
New York
$1.89M
PWS
42
Proactive Wealth Strategies
Georgia
$1.78M
CWP
43
Cyndeo Wealth Partners
Florida
$1.73M
MA
44
Mutual Advisors
Nebraska
$1.68M
AWA
45
Arkadios Wealth Advisors
Georgia
$1.63M
RIA
46
Regal Investment Advisors
Michigan
$1.61M
WWA
47
WCG Wealth Advisors
Nevada
$1.6M
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$1.58M
GWP
49
Gateway Wealth Partners
Wisconsin
$1.49M
IFG
50
Independent Financial Group
California
$1.47M