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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $650M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
SEIA
101
Signature Estate & Investment Advisors
California
$519K
MWM
102
Meridian Wealth Management
Kentucky
$511K
ET
103
Equitable Trust
Tennessee
$507K
OCPWS
104
One Charles Private Wealth Services
Massachusetts
$503K
DWA
105
Dorsey Wright & Associates
California
$497K
BCI
106
Brinker Capital Investments
Pennsylvania
$491K
CCA
107
Cadent Capital Advisors
Oklahoma
$473K
SPWM
108
Schrum Private Wealth Management
Florida
$417K
BAM
109
Belpointe Asset Management
Nevada
$404K
FCA
110
Fortis Capital Advisors
Kansas
$404K
CA
111
Claro Advisors
Massachusetts
$401K
GAM
112
Gotham Asset Management
New York
$392K
Focus Partners Wealth
113
Focus Partners Wealth
Massachusetts
$385K
SWP
114
Stratos Wealth Partners
Ohio
$383K
ASN
115
Advisory Services Network
Georgia
$381K
GVCM
116
Global View Capital Management
Wisconsin
$374K
BW
117
BIP Wealth
Georgia
$370K
OFS
118
OneAscent Financial Services
Alabama
$370K
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$363K
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$361K
WCM
121
WealthBridge Capital Management
Ohio
$351K
LJCM
122
Lee Johnson Capital Management
Texas
$351K
RPG
123
Risk Paradigm Group
Texas
$349K
WE
124
Wealth Effects
Massachusetts
$342K
CWP
125
Core Wealth Partners
California
$325K