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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

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% less funds holding

Funds holding: 198196 (-2)

13.16% less ownership

Funds ownership: 88.39%75.23% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less capital invested

Capital invested by funds: $1.6B → $651M (-$945M)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
58
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AR
76
Apeiron RIA
Texas
$756K -$86.8K -1,803 -11%
WA
77
Waverly Advisors
Alabama
$742K -$4.04K -84 -0.6%
TWM
78
Trueblood Wealth Management
Ohio
$742K +$3.18K +66 +0.4%
RA
79
RFG Advisory
Alabama
$728K +$707K +14,678 New
PFS
80
Prospera Financial Services
Texas
$720K +$9.05K +188 +1%
KWA
81
Kingswood Wealth Advisors
California
$706K -$1.23M -25,473 -64%
Envestnet Portfolio Solutions
82
Envestnet Portfolio Solutions
Illinois
$703K +$683K +14,173 New
RFA
83
Resurgent Financial Advisors
Georgia
$648K +$138K +2,876 +28%
IA
84
IFP Advisors
Florida
$638K +$68.4K +1,420 +12%
KPWS
85
Kestra Private Wealth Services
Texas
$637K +$7.85K +163 +1%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$636K -$11.1K -231 -2%
AOWM
87
Asset One Wealth Management
Washington
$630K -$26.1K -542 -4%
Corient Private Wealth
88
Corient Private Wealth
Florida
$622K -$452K -9,376 -40%
USCWA
89
U.S. Capital Wealth Advisors
Texas
$613K +$89.6K +1,861 +18%
JP Morgan Chase
90
JP Morgan Chase
New York
$611K +$58.4K +1,212 +11%
CF
91
Centaurus Financial
California
$604K -$61.4K -1,275 -9%
CCA
92
Cottonwood Capital Advisors
Utah
$602K -$1.01K -21 -0.2%
RCAG
93
Rehmann Capital Advisory Group
Michigan
$595K +$1.3K +27 +0.2%
IAIM
94
International Assets Investment Management
Florida
$588K -$143K -2,970 -20%
FS
95
Ferguson Shapiro
Georgia
$588K +$571K +11,850 New
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$586K +$569K +11,818 New
WWM
97
Western Wealth Management
Colorado
$580K -$9.25K -192 -2%
HAM
98
Harmony Asset Management
Arizona
$526K -$24.3K -505 -5%
HAS
99
HBW Advisory Services
California
$522K -$78.8K -1,637 -13%
ARC
100
Advisor Resource Council
Texas
$522K +$507K +10,531 New