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
Holders
198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
TWM
51
TriaGen Wealth Management
California
$2.26M
MML Investors Services
52
MML Investors Services
Massachusetts
$2.22M
TFA
53
Transamerica Financial Advisors
Florida
$2.16M
KA
54
Kovack Advisors
Florida
$1.81M
KWA
55
Kingswood Wealth Advisors
California
$1.79M
GS
56
GTS Securities
New York
$1.66M
PAS
57
PKS Advisory Services
New York
$1.61M
DIP
58
Davis Investment Partners
North Carolina
$1.51M
IFG
59
Independent Financial Group
California
$1.48M
JWCA
60
J.W. Cole Advisors
Florida
$1.47M
CWP
61
Cyndeo Wealth Partners
Florida
$1.45M
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.43M
RIA
63
Regal Investment Advisors
Michigan
$1.38M
AAS
64
Asset Allocation Strategies
Michigan
$1.37M
EW
65
Element Wealth
Mississippi
$1.34M
CIA
66
Concurrent Investment Advisors
Florida
$1.33M
DC
67
Davenport & Co
Virginia
$1.28M
SG
68
StoneX Group
New York
$1.25M
AFP
69
Ausdal Financial Partners
Iowa
$1.25M
TCOO
70
Trust Company of Oklahoma
Oklahoma
$1.18M
NFG
71
Nations Financial Group
Iowa
$1.16M
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.06M
QCM
73
Quantinno Capital Management
New York
$1.04M
HA
74
HFG Advisors
Ohio
$947K
EFA
75
Englebert Financial Advisers
Pennsylvania
$902K