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First Trust Utilities AlphaDEX Fund

197 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, 86 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$824K
SIS
77
Sound Income Strategies
Florida
$821K
KAS
78
Kestra Advisory Services
Texas
$817K
AR
79
Apeiron RIA
Texas
$785K
MWM
80
MGB Wealth Management
Texas
$767K
DAS
81
Dynamic Advisor Solutions
Arizona
$741K
WCM
82
Winebrenner Capital Management
Kentucky
$736K
MWM
83
MinichMacGregor Wealth Management
New York
$731K
RIA
84
Realta Investment Advisors
Delaware
$712K
WA
85
Waverly Advisors
Alabama
$678K
TWM
86
Trueblood Wealth Management
Ohio
$670K
IAIM
87
International Assets Investment Management
Florida
$665K
GSIAS
88
Garden State Investment Advisory Services
New Jersey
$662K
PFS
89
Prospera Financial Services
Texas
$645K
TF
90
Tudor Financial
Ohio
$638K
AOWM
91
Asset One Wealth Management
Washington
$622K
HWM
92
HB Wealth Management
Georgia
$614K
CF
93
Centaurus Financial
California
$605K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$588K
KPWS
95
Kestra Private Wealth Services
Texas
$571K
SA
96
Sanctuary Advisors
Indiana
$570K
FHA
97
Flagship Harbor Advisors
Massachusetts
$562K
HAS
98
HBW Advisory Services
California
$548K
CCA
99
Cottonwood Capital Advisors
Utah
$547K
RCAG
100
Rehmann Capital Advisory Group
Michigan
$539K