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First Trust Utilities AlphaDEX Fund

195 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
126
MGB Wealth Management
Texas
$302K +$86K +2,030 +40%
BTWM
127
Brass Tax Wealth Management
Ohio
$295K -$2.03K -48 -0.7%
WE
128
Wealth Effects
Massachusetts
$292K
KA
129
Kovack Advisors
Florida
$283K -$121K -2,846 -30%
CWP
130
Core Wealth Partners
California
$278K
RFA
131
ROI Financial Advisors
Oregon
$278K -$8.69K -205 -3%
Goldman Sachs
132
Goldman Sachs
New York
$271K +$19.8K +468 +8%
AWM
133
Axxcess Wealth Management
California
$254K
AI
134
Atria Investments
North Carolina
$244K +$244K +5,763 New
PSF
135
Pacific Sun Financial
California
$237K
BFA
136
Bright Financial Advisors
Michigan
$235K
US Bancorp
137
US Bancorp
Minnesota
$231K +$231K +5,448 New
GWP
138
Gateway Wealth Partners
Wisconsin
$230K +$230K +5,417 New
IA
139
IFG Advisory
Georgia
$225K +$1.06K +25 +0.5%
M
140
MOTCO
Texas
$222K +$222K +5,000 New
SWP
141
Stratos Wealth Partners
Ohio
$221K +$221K +5,210 New
MOS
142
MGO One Seven
Ohio
$220K -$1.27K -30 -0.6%
VCM
143
Vivaldi Capital Management
Illinois
$217K
LSIA
144
LaSalle St. Investment Advisors
Illinois
$217K +$212 +5 +0.1%
PIA
145
Perennial Investment Advisors
California
$217K +$217K +5,111 New
BAM
146
Belpointe Asset Management
Nevada
$211K -$19.9K -470 -9%
FCA
147
Fortis Capital Advisors
Kansas
$211K -$19.9K -470 -9%
NWM
148
Nova Wealth Management
Florida
$176K +$17.7K +417 +11%
BCMLT
149
Beacon Capital Management LLC (Tennessee)
Tennessee
$169K -$14.5K -342 -8%
MCM
150
Manchester Capital Management
Vermont
$169K