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First Trust Utilities AlphaDEX Fund

198 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
126
OneAscent Financial Services
Alabama
$325K +$2.49K +54 +0.8%
SWP
127
Stratos Wealth Partners
Ohio
$323K +$3.87K +84 +1%
RW
128
Rockport Wealth
Ohio
$312K -$7.49M -162,585 -96%
WE
129
Wealth Effects
Massachusetts
$310K
CWP
130
Core Wealth Partners
California
$295K
RFA
131
ROI Financial Advisors
Oregon
$277K +$691 +15 +0.2%
AWM
132
Axxcess Wealth Management
California
$270K
Goldman Sachs
133
Goldman Sachs
New York
$266K
SPIA
134
Steward Partners Investment Advisory
New York
$264K +$21.7K +472 +9%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$262K +$268K +5,811 New
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$261K +$262K +5,687 +5,468%
RPGK
137
Retirement Planning Group (Kansas)
Kansas
$254K +$22.3K +485 +9%
GAA
138
Global Assets Advisory
Florida
$252K
AI
139
Atria Investments
North Carolina
$252K +$6.22K +135 +2%
BFA
140
Bright Financial Advisors
Michigan
$250K
IA
141
IFG Advisory
Georgia
$242K +$1.89K +41 +0.8%
VCM
142
Vivaldi Capital Management
Illinois
$231K
LSIA
143
LaSalle St. Investment Advisors
Illinois
$227K +$7.46K +162 +3%
MOS
144
MGO One Seven
Ohio
$227K -$11.3K -246 -5%
Mariner
145
Mariner
Kansas
$226K -$21.8K -474 -9%
M
146
MOTCO
Texas
$225K
HighTower Advisors
147
HighTower Advisors
Illinois
$221K +$17.9K +389 +9%
PSF
148
Pacific Sun Financial
California
$216K
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$214K +$219K +4,762 New
GWP
150
Gateway Wealth Partners
Wisconsin
$206K -$30.8K -668 -13%