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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $651M 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

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

1% less funds holding

Funds holding: 198196 (-2)

13.16% less ownership

Funds ownership: 88.39%75.23% (-13%)

24% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 76

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

59% less capital invested

Capital invested by funds: $1.6B → $651M (-$945M)

Holders
196
Holders Change
-2
Holders Change %
-1.01%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
58
Reduced
76
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
126
ROI Financial Advisors
Oregon
$301K -$3.47K -72 -1%
MOS
127
MGO One Seven
Ohio
$301K +$49.4K +1,025 +20%
Goldman Sachs
128
Goldman Sachs
New York
$293K
BFA
129
Bright Financial Advisors
Michigan
$275K
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$273K -$6.31K -131 -2%
CS
131
Capital Square
Tennessee
$266K +$259K +5,384 New
VCM
132
Vivaldi Capital Management
Illinois
$254K
HighTower Advisors
133
HighTower Advisors
Illinois
$251K +$7.32K +152 +3%
LSIA
134
LaSalle St. Investment Advisors
Illinois
$250K -$674 -14 -0.3%
BFG
135
Beto Financial Group
Idaho
$249K -$262K -5,441 -51%
M
136
MOTCO
Texas
$248K
PIA
137
Perennial Investment Advisors
California
$243K +$236K +4,896 New
PSF
138
Pacific Sun Financial
California
$238K
DWP
139
Daymark Wealth Partners
Ohio
$216K -$6.35M -131,858 -97%
MC
140
Moors & Cabot
Massachusetts
$210K -$172K -3,565 -46%
Mariner
141
Mariner
Kansas
$207K -$40.8K -848 -17%
BCMLT
142
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K +$195K +4,058 New
MCM
143
Manchester Capital Management
Vermont
$197K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$192K -$92.7K -1,926 -33%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$191K -$2.23M -46,351 -92%
NS
146
NBC Securities
Alabama
$186K +$144 +3 +0.1%
NWM
147
Nova Wealth Management
Florida
$180K -$18.3K -381 -9%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$162K +$102K +2,122 +185%
EWM
149
EPG Wealth Management
Georgia
$128K +$578 +12 +0.5%
GWM
150
Geneos Wealth Management
Colorado
$127K +$19.3K +401 +19%