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First Trust Utilities AlphaDEX Fund

189 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, 74 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
189
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
LS
101
Leelyn Smith
Illinois
$395K
WA
102
Waverly Advisors
Alabama
$392K
SPWM
103
Schrum Private Wealth Management
Florida
$382K
USCWA
104
U.S. Capital Wealth Advisors
Texas
$380K
MC
105
Moors & Cabot
Massachusetts
$379K
LJCM
106
Lee Johnson Capital Management
Texas
$378K
KA
107
Kovack Advisors
Florida
$378K
IAIM
108
International Assets Investment Management
Florida
$377K
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$372K
CCA
110
Cadent Capital Advisors
Oklahoma
$361K
TF
111
Tudor Financial
Ohio
$356K
HI
112
Harbour Investments
Wisconsin
$337K
MSAM
113
Moloney Securities Asset Management
Missouri
$333K
CAS
114
Coppell Advisory Solutions
Texas
$332K
OFS
115
OneAscent Financial Services
Alabama
$326K
MWM
116
MGB Wealth Management
Texas
$324K
SWP
117
Stratos Wealth Partners
Ohio
$323K
Focus Partners Wealth
118
Focus Partners Wealth
Massachusetts
$316K
WE
119
Wealth Effects
Massachusetts
$314K
GM
120
GeoWealth Management
Illinois
$303K
BTWM
121
Brass Tax Wealth Management
Ohio
$299K
CWP
122
Core Wealth Partners
California
$298K
AWA
123
Arkadios Wealth Advisors
Georgia
$288K
RFA
124
ROI Financial Advisors
Oregon
$279K
AWM
125
Axxcess Wealth Management
California
$273K