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First Trust Utilities AlphaDEX Fund

195 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, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.62%
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
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCPWS
101
One Charles Private Wealth Services
Massachusetts
$454K -$3.35K -79 -0.7%
HWM
102
HB Wealth Management
Georgia
$448K +$56.1K +1,324 +14%
SEIA
103
Signature Estate & Investment Advisors
California
$445K -$22.8K -538 -5%
MWM
104
Meridian Wealth Management
Kentucky
$437K -$4.24K -100 -1%
CCA
105
Cottonwood Capital Advisors
Utah
$421K -$975 -23 -0.2%
FFA
106
Farther Finance Advisors
California
$413K +$15.8K +372 +4%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$413K +$25.4K +600 +7%
IA
108
IFP Advisors
Florida
$411K +$118K +2,790 +40%
WWM
109
Western Wealth Management
Colorado
$402K +$805 +19 +0.2%
GM
110
GeoWealth Management
Illinois
$399K -$1.57M -36,946 -80%
WA
111
Waverly Advisors
Alabama
$398K -$12.7K -300 -3%
CA
112
Claro Advisors
Massachusetts
$397K +$17.7K +418 +5%
GS
113
GTS Securities
New York
$384K -$869K -20,516 -69%
IAIM
114
International Assets Investment Management
Florida
$377K +$85 +2 +0%
LS
115
Leelyn Smith
Illinois
$372K +$372K +8,766 New
RIA
116
Regal Investment Advisors
Michigan
$370K
HAS
117
HBW Advisory Services
California
$369K -$230K -5,432 -38%
SPWM
118
Schrum Private Wealth Management
Florida
$356K
LJCM
119
Lee Johnson Capital Management
Texas
$352K +$352K +8,296 New
MC
120
Moors & Cabot
Massachusetts
$347K -$2.12K -50 -0.6%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$328K -$80K -1,888 -20%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$324K -$2.33K -55 -0.7%
GVCM
123
Global View Capital Management
Wisconsin
$315K +$315K +7,421 New
CAS
124
Coppell Advisory Solutions
Texas
$310K
OFS
125
OneAscent Financial Services
Alabama
$302K +$43.9K +1,034 +17%