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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
IFG
51
Independent Financial Group
California
$1.47M -$158K -3,283 -10%
AAS
52
Asset Allocation Strategies
Michigan
$1.46M -$43.1K -895 -3%
NP
53
Nilsine Partners
Colorado
$1.44M -$22.7M -470,861 -94%
HI
54
Harbour Investments
Wisconsin
$1.37M +$950K +19,723 +248%
AFP
55
Ausdal Financial Partners
Iowa
$1.37M -$1.93K -40 -0.1%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.35M -$1.07M -22,140 -45%
JWCA
57
J.W. Cole Advisors
Florida
$1.33M -$283K -5,869 -18%
NFG
58
Nations Financial Group
Iowa
$1.33M +$51.8K +1,075 +4%
HWM
59
HB Wealth Management
Georgia
$1.27M +$576K +11,954 +88%
QCM
60
Quantinno Capital Management
New York
$1.24M +$94.9K +1,971 +9%
P
61
&Partners
Tennessee
$1.23M -$11.5M -238,204 -91%
DADC
62
D.A. Davidson & Co
Montana
$1.23M -$3.76M -78,181 -76%
CIA
63
Concurrent Investment Advisors
Florida
$1.2M -$254K -5,280 -18%
IAA
64
Independent Advisor Alliance
North Carolina
$1.16M +$1.13M +23,491 New
HA
65
HFG Advisors
Ohio
$1.15M +$107K +2,216 +11%
KA
66
Kovack Advisors
Florida
$1M -$966K -20,053 -50%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$985K -$3.9M -81,070 -80%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$972K +$73.8K +1,532 +8%
SIS
69
Sound Income Strategies
Florida
$943K +$61.2K +1,271 +7%
FFA
70
Farther Finance Advisors
California
$928K +$345K +7,157 +62%
FHA
71
Flagship Harbor Advisors
Massachusetts
$920K +$292K +6,067 +49%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$885K +$859K +17,846 New
WCM
73
Winebrenner Capital Management
Kentucky
$799K -$11.5K -238 -1%
DAS
74
Dynamic Advisor Solutions
Arizona
$787K -$27.9K -579 -4%
SA
75
Sanctuary Advisors
Indiana
$766K +$134K +2,781 +22%