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First Trust Utilities AlphaDEX Fund

166 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

20% more funds holding

Funds holding: 138166 (+28)

Holders
166
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

Top Buyers

1 +$769M
2 +$167M
3 +$77.9M
4
Wells Fargo
Wells Fargo
California
+$41.1M
5
Morgan Stanley
Morgan Stanley
New York
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$354K
SPWM
102
Schrum Private Wealth Management
Florida
$345K
MC
103
Moors & Cabot
Massachusetts
$338K
SWM
104
Spire Wealth Management
Virginia
$326K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$316K
CAS
106
Coppell Advisory Solutions
Texas
$304K
Jones Financial Companies
107
Jones Financial Companies
Missouri
$302K
BTWM
108
Brass Tax Wealth Management
Ohio
$287K
IA
109
IFP Advisors
Florida
$283K
WE
110
Wealth Effects
Massachusetts
$283K
RFA
111
ROI Financial Advisors
Oregon
$277K
CWP
112
Core Wealth Partners
California
$269K
OFS
113
OneAscent Financial Services
Alabama
$250K
AWS
114
Atria Wealth Solutions
New York
$248K
AWM
115
Axxcess Wealth Management
California
$246K
Goldman Sachs
116
Goldman Sachs
New York
$243K
PSF
117
Pacific Sun Financial
California
$230K
BFA
118
Bright Financial Advisors
Michigan
$228K
BAM
119
Belpointe Asset Management
Nevada
$224K
FCA
120
Fortis Capital Advisors
Kansas
$224K
IA
121
IFG Advisory
Georgia
$217K
MOS
122
MGO One Seven
Ohio
$214K
VCM
123
Vivaldi Capital Management
Illinois
$210K
LSIA
124
LaSalle St. Investment Advisors
Illinois
$210K
MWM
125
MGB Wealth Management
Texas
$209K