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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.59B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
SIS
76
Sound Income Strategies
Florida
$821K
KAS
77
Kestra Advisory Services
Texas
$817K
AR
78
Apeiron RIA
Texas
$785K
MWM
79
MGB Wealth Management
Texas
$767K
DAS
80
Dynamic Advisor Solutions
Arizona
$741K
WCM
81
Winebrenner Capital Management
Kentucky
$736K
MWM
82
MinichMacGregor Wealth Management
New York
$731K
RIA
83
Realta Investment Advisors
Delaware
$712K
WA
84
Waverly Advisors
Alabama
$678K
TWM
85
Trueblood Wealth Management
Ohio
$670K
IAIM
86
International Assets Investment Management
Florida
$665K
GSIAS
87
Garden State Investment Advisory Services
New Jersey
$662K
PFS
88
Prospera Financial Services
Texas
$645K
TF
89
Tudor Financial
Ohio
$638K
AOWM
90
Asset One Wealth Management
Washington
$622K
HWM
91
HB Wealth Management
Georgia
$614K
CF
92
Centaurus Financial
California
$605K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$588K
KPWS
94
Kestra Private Wealth Services
Texas
$571K
SA
95
Sanctuary Advisors
Indiana
$570K
FHA
96
Flagship Harbor Advisors
Massachusetts
$562K
HAS
97
HBW Advisory Services
California
$548K
CCA
98
Cottonwood Capital Advisors
Utah
$547K
WWM
99
Western Wealth Management
Colorado
$535K
Corient Private Wealth
100
Corient Private Wealth
Florida
$530K