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First Trust Utilities AlphaDEX Fund

194 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
194
Holders Change
+28
Holders Change %
+16.87%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
48
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWM
101
HB Wealth Management
Georgia
$448K 10,574 +1,324 +14%
SEIA
102
Signature Estate & Investment Advisors
California
$445K 10,509 -538 -5%
MWM
103
Meridian Wealth Management
Kentucky
$437K 10,312 -100 -1%
CCA
104
Cottonwood Capital Advisors
Utah
$421K 9,942 -23 -0.2%
FFA
105
Farther Finance Advisors
California
$413K 9,756 +372 +4%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$413K 9,743 +600 +7%
IA
107
IFP Advisors
Florida
$411K 9,697 +2,790 +40%
WWM
108
Western Wealth Management
Colorado
$402K 9,493 +19 +0.2%
GM
109
GeoWealth Management
Illinois
$399K 9,418 -36,946 -80%
WA
110
Waverly Advisors
Alabama
$398K 9,380 -300 -3%
CA
111
Claro Advisors
Massachusetts
$397K 9,359 +418 +5%
GS
112
GTS Securities
New York
$384K 9,058 -20,516 -69%
IAIM
113
International Assets Investment Management
Florida
$377K 8,897 +2 +0%
LS
114
Leelyn Smith
Illinois
$372K 8,766 +8,766 New
RIA
115
Regal Investment Advisors
Michigan
$370K 8,737
HAS
116
HBW Advisory Services
California
$369K 8,696 -5,432 -38%
SPWM
117
Schrum Private Wealth Management
Florida
$356K 8,411
LJCM
118
Lee Johnson Capital Management
Texas
$352K 8,296 +8,296 New
MC
119
Moors & Cabot
Massachusetts
$347K 8,188 -50 -0.6%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$328K 7,739 -1,888 -20%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$324K 7,650 -55 -0.7%
GVCM
122
Global View Capital Management
Wisconsin
$315K 7,421 +7,421 New
CAS
123
Coppell Advisory Solutions
Texas
$310K 7,347
OFS
124
OneAscent Financial Services
Alabama
$302K 7,121 +1,034 +17%
MWM
125
MGB Wealth Management
Texas
$302K 7,120 +2,030 +40%