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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
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
IFG
51
Independent Financial Group
California
$1.47M
AAS
52
Asset Allocation Strategies
Michigan
$1.46M
NP
53
Nilsine Partners
Colorado
$1.44M
HI
54
Harbour Investments
Wisconsin
$1.37M
AFP
55
Ausdal Financial Partners
Iowa
$1.37M
MML Investors Services
56
MML Investors Services
Massachusetts
$1.35M
JWCA
57
J.W. Cole Advisors
Florida
$1.33M
NFG
58
Nations Financial Group
Iowa
$1.33M
HWM
59
HB Wealth Management
Georgia
$1.27M
QCM
60
Quantinno Capital Management
New York
$1.24M
P
61
&Partners
Tennessee
$1.23M
DADC
62
D.A. Davidson & Co
Montana
$1.23M
CIA
63
Concurrent Investment Advisors
Florida
$1.2M
IAA
64
Independent Advisor Alliance
North Carolina
$1.16M
HA
65
HFG Advisors
Ohio
$1.15M
KA
66
Kovack Advisors
Florida
$1M
Baird Financial Group
67
Baird Financial Group
Wisconsin
$985K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$972K
SIS
69
Sound Income Strategies
Florida
$943K
FFA
70
Farther Finance Advisors
California
$928K
FHA
71
Flagship Harbor Advisors
Massachusetts
$920K
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$885K
WCM
73
Winebrenner Capital Management
Kentucky
$799K
DAS
74
Dynamic Advisor Solutions
Arizona
$787K
SA
75
Sanctuary Advisors
Indiana
$766K