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First Trust Utilities AlphaDEX Fund

197 hedge funds and large institutions have $1.59B 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, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
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
WWM
101
Western Wealth Management
Colorado
$535K
FFA
102
Farther Finance Advisors
California
$516K
IA
103
IFP Advisors
Florida
$515K
JP Morgan Chase
104
JP Morgan Chase
New York
$501K
HAM
105
Harmony Asset Management
Arizona
$500K
BFG
106
Beto Financial Group
Idaho
$490K
RFWA
107
RPg Family Wealth Advisory
Massachusetts
$488K
RPG
108
Risk Paradigm Group
Texas
$476K
USCWA
109
U.S. Capital Wealth Advisors
Texas
$473K
OCPWS
110
One Charles Private Wealth Services
Massachusetts
$469K
SEIA
111
Signature Estate & Investment Advisors
California
$465K
MWM
112
Meridian Wealth Management
Kentucky
$464K
RFA
113
Resurgent Financial Advisors
Georgia
$458K
CCA
114
Cadent Capital Advisors
Oklahoma
$448K
LS
115
Leelyn Smith
Illinois
$416K
SPWM
116
Schrum Private Wealth Management
Florida
$379K
LJCM
117
Lee Johnson Capital Management
Texas
$374K
CA
118
Claro Advisors
Massachusetts
$364K
HI
119
Harbour Investments
Wisconsin
$358K
GAM
120
Gotham Asset Management
New York
$356K
GVCM
121
Global View Capital Management
Wisconsin
$353K
MC
122
Moors & Cabot
Massachusetts
$351K
CAS
123
Coppell Advisory Solutions
Texas
$333K
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$329K
OFS
125
OneAscent Financial Services
Alabama
$325K