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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
GSIAS
101
Garden State Investment Advisory Services
New Jersey
$503K
OCPWS
102
One Charles Private Wealth Services
Massachusetts
$454K
HWM
103
HB Wealth Management
Georgia
$448K
SEIA
104
Signature Estate & Investment Advisors
California
$445K
MWM
105
Meridian Wealth Management
Kentucky
$437K
CCA
106
Cottonwood Capital Advisors
Utah
$421K
FFA
107
Farther Finance Advisors
California
$413K
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$413K
IA
109
IFP Advisors
Florida
$411K
WWM
110
Western Wealth Management
Colorado
$402K
GM
111
GeoWealth Management
Illinois
$399K
WA
112
Waverly Advisors
Alabama
$398K
CA
113
Claro Advisors
Massachusetts
$397K
GS
114
GTS Securities
New York
$384K
IAIM
115
International Assets Investment Management
Florida
$377K
LS
116
Leelyn Smith
Illinois
$372K
RIA
117
Regal Investment Advisors
Michigan
$370K
HAS
118
HBW Advisory Services
California
$369K
SPWM
119
Schrum Private Wealth Management
Florida
$356K
LJCM
120
Lee Johnson Capital Management
Texas
$352K
MC
121
Moors & Cabot
Massachusetts
$347K
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$328K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$324K
GVCM
124
Global View Capital Management
Wisconsin
$315K
CAS
125
Coppell Advisory Solutions
Texas
$310K