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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
OFS
126
OneAscent Financial Services
Alabama
$302K
MWM
127
MGB Wealth Management
Texas
$302K
BTWM
128
Brass Tax Wealth Management
Ohio
$295K
WE
129
Wealth Effects
Massachusetts
$292K
KA
130
Kovack Advisors
Florida
$283K
CWP
131
Core Wealth Partners
California
$278K
RFA
132
ROI Financial Advisors
Oregon
$278K
Goldman Sachs
133
Goldman Sachs
New York
$271K
AWM
134
Axxcess Wealth Management
California
$254K
AI
135
Atria Investments
North Carolina
$244K
PSF
136
Pacific Sun Financial
California
$237K
BFA
137
Bright Financial Advisors
Michigan
$235K
US Bancorp
138
US Bancorp
Minnesota
$231K
GWP
139
Gateway Wealth Partners
Wisconsin
$230K
IA
140
IFG Advisory
Georgia
$225K
M
141
MOTCO
Texas
$222K
SWP
142
Stratos Wealth Partners
Ohio
$221K
MOS
143
MGO One Seven
Ohio
$220K
VCM
144
Vivaldi Capital Management
Illinois
$217K
LSIA
145
LaSalle St. Investment Advisors
Illinois
$217K
PIA
146
Perennial Investment Advisors
California
$217K
BAM
147
Belpointe Asset Management
Nevada
$211K
FCA
148
Fortis Capital Advisors
Kansas
$211K
NWM
149
Nova Wealth Management
Florida
$176K
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
$169K