We are live on ! Find out more
FXU icon

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

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$863K +$65.7K +1,425 +8%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$824K +$252K +5,476 +43%
SIS
78
Sound Income Strategies
Florida
$821K +$813K +17,652 New
KAS
79
Kestra Advisory Services
Texas
$817K +$82.4K +1,788 +11%
AR
80
Apeiron RIA
Texas
$785K +$53.4K +1,160 +7%
MWM
81
MGB Wealth Management
Texas
$767K +$457K +9,923 +139%
DAS
82
Dynamic Advisor Solutions
Arizona
$741K +$758K +16,452 New
WCM
83
Winebrenner Capital Management
Kentucky
$736K -$21.3K -463 -3%
MWM
84
MinichMacGregor Wealth Management
New York
$731K +$36.3K +788 +5%
RIA
85
Realta Investment Advisors
Delaware
$712K +$26.6K +577 +4%
WA
86
Waverly Advisors
Alabama
$678K +$296K +6,425 +74%
TWM
87
Trueblood Wealth Management
Ohio
$670K +$4.98K +108 +0.7%
IAIM
88
International Assets Investment Management
Florida
$665K +$270K +5,868 +66%
GSIAS
89
Garden State Investment Advisory Services
New Jersey
$662K +$40.8K +885 +6%
PFS
90
Prospera Financial Services
Texas
$645K +$38.6K +837 +6%
TF
91
Tudor Financial
Ohio
$638K +$293K +6,352 +81%
AOWM
92
Asset One Wealth Management
Washington
$622K +$622K +13,498 New
HWM
93
HB Wealth Management
Georgia
$614K +$142K +3,073 +29%
CF
94
Centaurus Financial
California
$605K +$53.6K +1,164 +9%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$588K +$167K +3,620 +38%
KPWS
96
Kestra Private Wealth Services
Texas
$571K -$36.9K -800 -6%
SA
97
Sanctuary Advisors
Indiana
$570K -$34.1K -741 -6%
FHA
98
Flagship Harbor Advisors
Massachusetts
$562K +$575K +12,480 New
HAS
99
HBW Advisory Services
California
$548K +$107K +2,315 +23%
CCA
100
Cottonwood Capital Advisors
Utah
$547K +$99.8K +2,166 +22%