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First Trust Utilities AlphaDEX Fund

194 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
194
Holders Change
+28
Holders Change %
+16.87%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.62M 38,223 +11,706 +44%
CWP
52
Cyndeo Wealth Partners
Florida
$1.46M 34,356 +34,356 New
DWP
53
Daymark Wealth Partners
Ohio
$1.41M 33,154 +33,154 New
DIP
54
Davis Investment Partners
North Carolina
$1.33M 31,427 +518 +2%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.33M 31,333 -526 -2%
AAS
56
Asset Allocation Strategies
Michigan
$1.32M 31,196 +2,526 +9%
SG
57
StoneX Group
New York
$1.29M 30,525 +1,488 +5%
EA
58
Efficient Advisors
Ohio
$1.26M 29,686 +29,686 New
CIA
59
Concurrent Investment Advisors
Florida
$1.16M 27,486 -8,360 -23%
DC
60
Davenport & Co
Virginia
$1.16M 27,376 +7,338 +37%
MA
61
Mutual Advisors
Nebraska
$1.12M 25,557 +25,557 New
AFP
62
Ausdal Financial Partners
Iowa
$1.07M 25,350 +15,410 +155%
JWCA
63
J.W. Cole Advisors
Florida
$1.05M 24,674 +7,916 +47%
PAS
64
PKS Advisory Services
New York
$1.03M 24,201 +1,483 +7%
AAS
65
Avantax Advisory Services
Texas
$944K 22,268 +519 +2%
FEM
66
Fulcrum Equity Management
Texas
$930K 21,953 +21,953 New
QCM
67
Quantinno Capital Management
New York
$892K 21,058 +1,335 +7%
HA
68
HFG Advisors
Ohio
$888K 20,957 +301 +1%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$840K 19,829 +19,829 New
EW
70
Element Wealth
Mississippi
$836K 19,720 +19,720 New
NFG
71
Nations Financial Group
Iowa
$835K 19,708 +10,767 +120%
HI
72
Harbour Investments
Wisconsin
$824K 19,443 +7,195 +59%
Renaissance Technologies
73
Renaissance Technologies
New York
$822K 19,400 +19,400 New
HAM
74
Harmony Asset Management
Arizona
$787K 18,563
WCM
75
Winebrenner Capital Management
Kentucky
$768K 18,126 +223 +1%