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First Trust Utilities AlphaDEX Fund

198 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
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
RCAG
101
Rehmann Capital Advisory Group
Michigan
$539K
WWM
102
Western Wealth Management
Colorado
$535K
FFA
103
Farther Finance Advisors
California
$516K
IA
104
IFP Advisors
Florida
$515K
JP Morgan Chase
105
JP Morgan Chase
New York
$501K
HAM
106
Harmony Asset Management
Arizona
$500K
BFG
107
Beto Financial Group
Idaho
$490K
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$488K
RPG
109
Risk Paradigm Group
Texas
$476K
USCWA
110
U.S. Capital Wealth Advisors
Texas
$473K
OCPWS
111
One Charles Private Wealth Services
Massachusetts
$469K
SEIA
112
Signature Estate & Investment Advisors
California
$465K
MWM
113
Meridian Wealth Management
Kentucky
$464K
RFA
114
Resurgent Financial Advisors
Georgia
$458K
CCA
115
Cadent Capital Advisors
Oklahoma
$448K
LS
116
Leelyn Smith
Illinois
$416K
SPWM
117
Schrum Private Wealth Management
Florida
$379K
LJCM
118
Lee Johnson Capital Management
Texas
$374K
CA
119
Claro Advisors
Massachusetts
$364K
HI
120
Harbour Investments
Wisconsin
$358K
GAM
121
Gotham Asset Management
New York
$356K
GVCM
122
Global View Capital Management
Wisconsin
$353K
MC
123
Moors & Cabot
Massachusetts
$351K
CAS
124
Coppell Advisory Solutions
Texas
$333K
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$329K