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First Trust Utilities AlphaDEX Fund

166 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

20% more funds holding

Funds holding: 138166 (+28)

Holders
166
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

Top Buyers

1 +$769M
2 +$167M
3 +$77.9M
4
Wells Fargo
Wells Fargo
California
+$41.1M
5
Morgan Stanley
Morgan Stanley
New York
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
126
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K
MCM
127
Manchester Capital Management
Vermont
$163K
NWM
128
Nova Wealth Management
Florida
$153K
NS
129
NBC Securities
Alabama
$147K
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$139K
PSFG
131
Park Square Financial Group
Georgia
$124K
CFD
132
Creative Financial Designs
Indiana
$121K
EWM
133
EPG Wealth Management
Georgia
$104K
TRCT
134
Tower Research Capital (TRC)
New York
$88.5K
GWM
135
Geneos Wealth Management
Colorado
$88.2K
EWP
136
Elevation Wealth Partners
California
$85.4K
GWSG
137
GPS Wealth Strategies Group
Colorado
$83.2K
SPIA
138
Steward Partners Investment Advisory
New York
$60K
PTC
139
Private Trust Company
Ohio
$57.8K
CI
140
CX Institutional
Indiana
$51K
CA
141
CoreCap Advisors
Michigan
$49.8K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$41.2K
TWM
143
Topsail Wealth Management
North Carolina
$41K
AWM
144
AE Wealth Management
Kansas
$34.9K
CFFP
145
Center for Financial Planning
Michigan
$33.8K
RFG
146
REAP Financial Group
Texas
$32.4K
PS
147
Principal Securities
Iowa
$32K
AAP
148
Arax Advisory Partners
Colorado
$26.1K
SS
149
Sunbelt Securities
Texas
$13.1K
MCM
150
MAI Capital Management
Ohio
$11.1K