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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.

Holders
166
Holders Change
+28
Holders Change %
+20.29%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
57
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCMLT
126
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K 4,327 +4,327 New
MCM
127
Manchester Capital Management
Vermont
$163K 3,979
NWM
128
Nova Wealth Management
Florida
$153K 3,732 -2 -0.1%
NS
129
NBC Securities
Alabama
$147K 3,599 +3,592 +51,314%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$139K 3,387 -3,703 -52%
PSFG
131
Park Square Financial Group
Georgia
$124K 3,017 -1,552 -34%
CFD
132
Creative Financial Designs
Indiana
$121K 2,949 +1,640 +125%
EWM
133
EPG Wealth Management
Georgia
$104K 2,530 -2,519 -50%
TRCT
134
Tower Research Capital (TRC)
New York
$88.5K 2,159 -8,861 -80%
GWM
135
Geneos Wealth Management
Colorado
$88.2K 2,150 +1,075 +100%
EWP
136
Elevation Wealth Partners
California
$85.4K 2,082
GWSG
137
GPS Wealth Strategies Group
Colorado
$83.2K 2,028
SPIA
138
Steward Partners Investment Advisory
New York
$60K 1,464 +112 +8%
PTC
139
Private Trust Company
Ohio
$57.8K 1,410 +338 +32%
CI
140
CX Institutional
Indiana
$51K 1,232 +1,232 New
CA
141
CoreCap Advisors
Michigan
$49.8K 1,214 -21 -2%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$41.2K 1,005 -1,331 -57%
TWM
143
Topsail Wealth Management
North Carolina
$41K 1,000
AWM
144
AE Wealth Management
Kansas
$34.9K 850 -641 -43%
CFFP
145
Center for Financial Planning
Michigan
$33.8K 825
RFG
146
REAP Financial Group
Texas
$32.4K 789 -314 -28%
PS
147
Principal Securities
Iowa
$32K 847
AAP
148
Arax Advisory Partners
Colorado
$26.1K 637
SS
149
Sunbelt Securities
Texas
$13.1K 319 +1 +0.3%
MCM
150
MAI Capital Management
Ohio
$11.1K 270