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First Trust Utilities AlphaDEX Fund

195 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, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.62%
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
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$1.78M +$78K +1,840 +5%
PAG
52
Private Advisor Group
New Jersey
$1.62M +$496K +11,706 +44%
CWP
53
Cyndeo Wealth Partners
Florida
$1.46M +$1.46M +34,356 New
DWP
54
Daymark Wealth Partners
Ohio
$1.41M +$1.41M +33,154 New
DIP
55
Davis Investment Partners
North Carolina
$1.33M +$21.9K +518 +2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.33M -$22.3K -526 -2%
AAS
57
Asset Allocation Strategies
Michigan
$1.32M +$107K +2,526 +9%
SG
58
StoneX Group
New York
$1.29M +$63.1K +1,488 +5%
EA
59
Efficient Advisors
Ohio
$1.26M +$1.26M +29,686 New
CIA
60
Concurrent Investment Advisors
Florida
$1.16M -$354K -8,360 -23%
DC
61
Davenport & Co
Virginia
$1.16M +$311K +7,338 +37%
MA
62
Mutual Advisors
Nebraska
$1.12M +$1.12M +25,557 New
AFP
63
Ausdal Financial Partners
Iowa
$1.07M +$653K +15,410 +155%
JWCA
64
J.W. Cole Advisors
Florida
$1.05M +$335K +7,916 +47%
PAS
65
PKS Advisory Services
New York
$1.03M +$62.9K +1,483 +7%
AAS
66
Avantax Advisory Services
Texas
$944K +$22K +519 +2%
FEM
67
Fulcrum Equity Management
Texas
$930K +$930K +21,953 New
QCM
68
Quantinno Capital Management
New York
$892K +$56.6K +1,335 +7%
HA
69
HFG Advisors
Ohio
$888K +$12.8K +301 +1%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$840K +$840K +19,829 New
EW
71
Element Wealth
Mississippi
$836K +$836K +19,720 New
NFG
72
Nations Financial Group
Iowa
$835K +$456K +10,767 +120%
HI
73
Harbour Investments
Wisconsin
$824K +$305K +7,195 +59%
Renaissance Technologies
74
Renaissance Technologies
New York
$822K +$822K +19,400 New
HAM
75
Harmony Asset Management
Arizona
$787K