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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $650M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
RFA
126
ROI Financial Advisors
Oregon
$301K
MOS
127
MGO One Seven
Ohio
$301K
Goldman Sachs
128
Goldman Sachs
New York
$293K
BFA
129
Bright Financial Advisors
Michigan
$275K
RPGK
130
Retirement Planning Group (Kansas)
Kansas
$273K
CS
131
Capital Square
Tennessee
$266K
VCM
132
Vivaldi Capital Management
Illinois
$254K
HighTower Advisors
133
HighTower Advisors
Illinois
$251K
LSIA
134
LaSalle St. Investment Advisors
Illinois
$250K
BFG
135
Beto Financial Group
Idaho
$249K
M
136
MOTCO
Texas
$248K
PIA
137
Perennial Investment Advisors
California
$243K
PSF
138
Pacific Sun Financial
California
$238K
DWP
139
Daymark Wealth Partners
Ohio
$216K
MC
140
Moors & Cabot
Massachusetts
$210K
Mariner
141
Mariner
Kansas
$207K
BCMLT
142
Beacon Capital Management LLC (Tennessee)
Tennessee
$201K
MCM
143
Manchester Capital Management
Vermont
$197K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$192K
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$191K
NS
146
NBC Securities
Alabama
$186K
NWM
147
Nova Wealth Management
Florida
$180K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$162K
EWM
149
EPG Wealth Management
Georgia
$128K
GWM
150
Geneos Wealth Management
Colorado
$127K