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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $651M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% less funds holding

Funds holding: 198196 (-2)

13.16% less ownership

Funds ownership: 88.39%75.23% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less capital invested

Capital invested by funds: $1.6B → $651M (-$945M)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
58
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
101
Signature Estate & Investment Advisors
California
$519K +$6.36K +132 +1%
MWM
102
Meridian Wealth Management
Kentucky
$511K
ET
103
Equitable Trust
Tennessee
$507K +$492K +10,219 New
OCPWS
104
One Charles Private Wealth Services
Massachusetts
$503K -$13.8K -286 -3%
DWA
105
Dorsey Wright & Associates
California
$497K +$483K +10,027 New
BCI
106
Brinker Capital Investments
Pennsylvania
$491K +$477K +9,900 New
CCA
107
Cadent Capital Advisors
Oklahoma
$473K -$20.2K -419 -4%
SPWM
108
Schrum Private Wealth Management
Florida
$417K
BAM
109
Belpointe Asset Management
Nevada
$404K +$392K +8,149 New
FCA
110
Fortis Capital Advisors
Kansas
$404K +$392K +8,149 New
CA
111
Claro Advisors
Massachusetts
$401K +$193 +4 +0%
GAM
112
Gotham Asset Management
New York
$392K
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$385K +$22.7K +471 +6%
SWP
114
Stratos Wealth Partners
Ohio
$383K +$25.9K +538 +7%
ASN
115
Advisory Services Network
Georgia
$381K -$19.8M -410,315 -98%
GVCM
116
Global View Capital Management
Wisconsin
$374K -$14.6K -304 -4%
BW
117
BIP Wealth
Georgia
$370K +$359K +7,464 New
OFS
118
OneAscent Financial Services
Alabama
$370K +$11.7K +242 +3%
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$363K -$170K -3,534 -33%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$361K -$2.38M -49,512 -87%
WCM
121
WealthBridge Capital Management
Ohio
$351K +$341K +7,080 New
LJCM
122
Lee Johnson Capital Management
Texas
$351K -$59K -1,226 -15%
RPG
123
Risk Paradigm Group
Texas
$349K -$170K -3,534 -33%
WE
124
Wealth Effects
Massachusetts
$342K
CWP
125
Core Wealth Partners
California
$325K