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First Trust Utilities AlphaDEX Fund

195 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
76
Winebrenner Capital Management
Kentucky
$768K +$9.45K +223 +1%
TCOO
77
Trust Company of Oklahoma
Oklahoma
$763K -$310K -7,323 -29%
WFA
78
WMG Financial Advisors
Tennessee
$751K
AR
79
Apeiron RIA
Texas
$727K +$727K +17,156 New
RFWA
80
RPg Family Wealth Advisory
Massachusetts
$712K -$17K -401 -2%
Comerica Bank
81
Comerica Bank
Texas
$683K +$22.5K +530 +3%
KWA
82
Kingswood Wealth Advisors
California
$667K +$173K +4,086 +35%
MWM
83
MinichMacGregor Wealth Management
New York
$661K -$38.1K -900 -5%
BCI
84
Blue Capital Inc
Nebraska
$656K +$656K +15,471 New
KAS
85
Kestra Advisory Services
Texas
$648K +$174K +4,107 +37%
RIA
86
Realta Investment Advisors
Delaware
$644K +$34.4K +811 +6%
TWM
87
Trueblood Wealth Management
Ohio
$623K +$1.82K +43 +0.3%
Marshall Wace
88
Marshall Wace
United Kingdom
$609K +$609K +14,374 New
PFS
89
Prospera Financial Services
Texas
$572K +$100K +2,366 +21%
EA
90
Ergawealth Advisors
Illinois
$565K +$565K +13,336 New
RCAG
91
Rehmann Capital Advisory Group
Michigan
$562K +$26.4K +622 +5%
Corient Private Wealth
92
Corient Private Wealth
Florida
$556K -$22.9K -540 -4%
CF
93
Centaurus Financial
California
$553K +$39.6K +933 +8%
PCA
94
Prosperity Capital Advisors
Ohio
$549K -$29.4K -693 -5%
FAIM
95
Financial Advocates Investment Management
Washington
$546K +$3.26K +77 +0.6%
KPWS
96
Kestra Private Wealth Services
Texas
$533K +$533K +12,586 New
RAS
97
RPS Advisory Solutions
Kentucky
$513K +$513K +12,108 New
Jane Street
98
Jane Street
New York
$511K -$349K -8,239 -41%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$510K +$197K +4,680 +63%
GSIAS
100
Garden State Investment Advisory Services
New Jersey
$503K +$503K +11,875 New