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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

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
101
Rehmann Capital Advisory Group
Michigan
$539K -$68.6K -1,489 -11%
WWM
102
Western Wealth Management
Colorado
$535K +$110K +2,380 +25%
FFA
103
Farther Finance Advisors
California
$516K
IA
104
IFP Advisors
Florida
$515K +$875 +19 +0.2%
JP Morgan Chase
105
JP Morgan Chase
New York
$501K +$77K +1,672 +18%
HAM
106
Harmony Asset Management
Arizona
$500K -$118K -2,559 -19%
BFG
107
Beto Financial Group
Idaho
$490K +$490K +10,645 New
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$488K -$243K -5,278 -33%
RPG
109
Risk Paradigm Group
Texas
$476K +$487K +10,566 New
USCWA
110
U.S. Capital Wealth Advisors
Texas
$473K +$98.2K +2,132 +25%
OCPWS
111
One Charles Private Wealth Services
Massachusetts
$469K -$11.5K -250 -2%
SEIA
112
Signature Estate & Investment Advisors
California
$465K +$3.32K +72 +0.7%
MWM
113
Meridian Wealth Management
Kentucky
$464K
RFA
114
Resurgent Financial Advisors
Georgia
$458K +$469K +10,186 New
CCA
115
Cadent Capital Advisors
Oklahoma
$448K +$93.1K +2,021 +25%
LS
116
Leelyn Smith
Illinois
$416K +$25.5K +553 +6%
SPWM
117
Schrum Private Wealth Management
Florida
$379K
LJCM
118
Lee Johnson Capital Management
Texas
$374K -$829 -18 -0.2%
CA
119
Claro Advisors
Massachusetts
$364K -$27.6K -598 -7%
HI
120
Harbour Investments
Wisconsin
$358K +$24.4K +530 +7%
GAM
121
Gotham Asset Management
New York
$356K +$364K +7,908 New
GVCM
122
Global View Capital Management
Wisconsin
$353K -$43.5K -943 -11%
MC
123
Moors & Cabot
Massachusetts
$351K -$24.6K -533 -6%
CAS
124
Coppell Advisory Solutions
Texas
$333K
Focus Partners Wealth
125
Focus Partners Wealth
Massachusetts
$329K +$16.1K +350 +5%