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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

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
TriaGen Wealth Management
California
$2.26M -$51.1K -1,109 -2%
MML Investors Services
52
MML Investors Services
Massachusetts
$2.22M +$716K +15,539 +46%
TFA
53
Transamerica Financial Advisors
Florida
$2.16M -$83K -1,802 -4%
KA
54
Kovack Advisors
Florida
$1.81M +$1.47M +31,908 +384%
KWA
55
Kingswood Wealth Advisors
California
$1.79M +$375K +8,144 +26%
GS
56
GTS Securities
New York
$1.66M +$1.7M +36,880 New
PAS
57
PKS Advisory Services
New York
$1.61M +$457K +9,929 +38%
DIP
58
Davis Investment Partners
North Carolina
$1.51M +$47.5K +1,030 +3%
IFG
59
Independent Financial Group
California
$1.48M -$202K -4,388 -12%
JWCA
60
J.W. Cole Advisors
Florida
$1.47M +$228K +4,938 +18%
CWP
61
Cyndeo Wealth Partners
Florida
$1.45M -$43.3K -940 -3%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$1.43M +$23.3K +505 +2%
RIA
63
Regal Investment Advisors
Michigan
$1.38M +$250K +5,435 +22%
AAS
64
Asset Allocation Strategies
Michigan
$1.37M -$41.3K -897 -3%
EW
65
Element Wealth
Mississippi
$1.34M +$195K +4,227 +17%
CIA
66
Concurrent Investment Advisors
Florida
$1.33M +$180K +3,907 +15%
DC
67
Davenport & Co
Virginia
$1.28M +$39.7K +861 +3%
SG
68
StoneX Group
New York
$1.25M -$83.9K -1,821 -6%
AFP
69
Ausdal Financial Partners
Iowa
$1.25M +$101K +2,201 +9%
TCOO
70
Trust Company of Oklahoma
Oklahoma
$1.18M
NFG
71
Nations Financial Group
Iowa
$1.16M +$275K +5,972 +30%
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.06M +$509K +11,046 +88%
QCM
73
Quantinno Capital Management
New York
$1.04M +$16K +348 +2%
HA
74
HFG Advisors
Ohio
$947K -$829 -18 -0.1%
EFA
75
Englebert Financial Advisers
Pennsylvania
$902K +$923K +20,043 New