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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
HAM
76
Harmony Asset Management
Arizona
$787K
WCM
77
Winebrenner Capital Management
Kentucky
$768K
TCOO
78
Trust Company of Oklahoma
Oklahoma
$763K
WFA
79
WMG Financial Advisors
Tennessee
$751K
AR
80
Apeiron RIA
Texas
$727K
RFWA
81
RPg Family Wealth Advisory
Massachusetts
$712K
Comerica Bank
82
Comerica Bank
Texas
$683K
KWA
83
Kingswood Wealth Advisors
California
$667K
MWM
84
MinichMacGregor Wealth Management
New York
$661K
BCI
85
Blue Capital Inc
Nebraska
$656K
KAS
86
Kestra Advisory Services
Texas
$648K
RIA
87
Realta Investment Advisors
Delaware
$644K
TWM
88
Trueblood Wealth Management
Ohio
$623K
Marshall Wace
89
Marshall Wace
United Kingdom
$609K
PFS
90
Prospera Financial Services
Texas
$572K
EA
91
Ergawealth Advisors
Illinois
$565K
RCAG
92
Rehmann Capital Advisory Group
Michigan
$562K
Corient Private Wealth
93
Corient Private Wealth
Florida
$556K
CF
94
Centaurus Financial
California
$553K
PCA
95
Prosperity Capital Advisors
Ohio
$549K
FAIM
96
Financial Advocates Investment Management
Washington
$546K
KPWS
97
Kestra Private Wealth Services
Texas
$533K
RAS
98
RPS Advisory Solutions
Kentucky
$513K
Jane Street
99
Jane Street
New York
$511K
Jones Financial Companies
100
Jones Financial Companies
Missouri
$510K