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First Trust Utilities AlphaDEX Fund

187 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
187
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
WA
101
Waverly Advisors
Alabama
$392K
SPWM
102
Schrum Private Wealth Management
Florida
$382K
USCWA
103
U.S. Capital Wealth Advisors
Texas
$380K
MC
104
Moors & Cabot
Massachusetts
$379K
LJCM
105
Lee Johnson Capital Management
Texas
$378K
KA
106
Kovack Advisors
Florida
$378K
IAIM
107
International Assets Investment Management
Florida
$377K
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$372K
CCA
109
Cadent Capital Advisors
Oklahoma
$361K
TF
110
Tudor Financial
Ohio
$356K
HI
111
Harbour Investments
Wisconsin
$337K
MSAM
112
Moloney Securities Asset Management
Missouri
$333K
CAS
113
Coppell Advisory Solutions
Texas
$332K
OFS
114
OneAscent Financial Services
Alabama
$326K
MWM
115
MGB Wealth Management
Texas
$324K
SWP
116
Stratos Wealth Partners
Ohio
$323K
Focus Partners Wealth
117
Focus Partners Wealth
Massachusetts
$316K
WE
118
Wealth Effects
Massachusetts
$314K
GM
119
GeoWealth Management
Illinois
$303K
BTWM
120
Brass Tax Wealth Management
Ohio
$299K
CWP
121
Core Wealth Partners
California
$298K
AWA
122
Arkadios Wealth Advisors
Georgia
$288K
RFA
123
ROI Financial Advisors
Oregon
$279K
AWM
124
Axxcess Wealth Management
California
$273K
Goldman Sachs
125
Goldman Sachs
New York
$269K