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First Trust Utilities AlphaDEX Fund

187 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
187
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
MWM
76
MinichMacGregor Wealth Management
New York
$702K
RIA
77
Realta Investment Advisors
Delaware
$693K
TWM
78
Trueblood Wealth Management
Ohio
$672K
GSIAS
79
Garden State Investment Advisory Services
New Jersey
$628K
HAM
80
Harmony Asset Management
Arizona
$621K
PFS
81
Prospera Financial Services
Texas
$613K
KPWS
82
Kestra Private Wealth Services
Texas
$613K
RCAG
83
Rehmann Capital Advisory Group
Michigan
$612K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$578K
Corient Private Wealth
85
Corient Private Wealth
Florida
$569K
CF
86
Centaurus Financial
California
$558K
FFA
87
Farther Finance Advisors
California
$521K
OCPWS
88
One Charles Private Wealth Services
Massachusetts
$485K
HWM
89
HB Wealth Management
Georgia
$481K
MWM
90
Meridian Wealth Management
Kentucky
$469K
SEIA
91
Signature Estate & Investment Advisors
California
$466K
CCA
92
Cottonwood Capital Advisors
Utah
$454K
HAS
93
HBW Advisory Services
California
$448K
WWM
94
Western Wealth Management
Colorado
$433K
JP Morgan Chase
95
JP Morgan Chase
New York
$430K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$429K
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$416K
GVCM
98
Global View Capital Management
Wisconsin
$399K
CA
99
Claro Advisors
Massachusetts
$395K
LS
100
Leelyn Smith
Illinois
$395K