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First Trust Utilities AlphaDEX Fund

198 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
Comerica Bank
76
Comerica Bank
Texas
$863K
Jones Financial Companies
77
Jones Financial Companies
Missouri
$824K
SIS
78
Sound Income Strategies
Florida
$821K
KAS
79
Kestra Advisory Services
Texas
$817K
AR
80
Apeiron RIA
Texas
$785K
MWM
81
MGB Wealth Management
Texas
$767K
DAS
82
Dynamic Advisor Solutions
Arizona
$741K
WCM
83
Winebrenner Capital Management
Kentucky
$736K
MWM
84
MinichMacGregor Wealth Management
New York
$731K
RIA
85
Realta Investment Advisors
Delaware
$712K
WA
86
Waverly Advisors
Alabama
$678K
TWM
87
Trueblood Wealth Management
Ohio
$670K
IAIM
88
International Assets Investment Management
Florida
$665K
GSIAS
89
Garden State Investment Advisory Services
New Jersey
$662K
PFS
90
Prospera Financial Services
Texas
$645K
TF
91
Tudor Financial
Ohio
$638K
AOWM
92
Asset One Wealth Management
Washington
$622K
HWM
93
HB Wealth Management
Georgia
$614K
CF
94
Centaurus Financial
California
$605K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$588K
KPWS
96
Kestra Private Wealth Services
Texas
$571K
SA
97
Sanctuary Advisors
Indiana
$570K
FHA
98
Flagship Harbor Advisors
Massachusetts
$562K
HAS
99
HBW Advisory Services
California
$548K
CCA
100
Cottonwood Capital Advisors
Utah
$547K