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First Trust Utilities AlphaDEX Fund

187 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
187
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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$68.2K
EWP
152
Elevation Wealth Partners
California
$62.5K
Fidelity Investments
153
Fidelity Investments
Massachusetts
$58.4K
PSFG
154
Park Square Financial Group
Georgia
$57.7K
GWM
155
Geneos Wealth Management
Colorado
$48.9K
TCM
156
Triumph Capital Management
Colorado
$46.1K
TWM
157
Topsail Wealth Management
North Carolina
$45.5K
Citigroup
158
Citigroup
New York
$45.5K
AWM
159
AE Wealth Management
Kansas
$38.6K
PS
160
Principal Securities
Iowa
$38.2K
CFFP
161
Center for Financial Planning
Michigan
$37.5K
William Blair & Company
162
William Blair & Company
Illinois
$36.1K
CA
163
CoreCap Advisors
Michigan
$34K
RFG
164
REAP Financial Group
Texas
$30K
RIL
165
Rothschild Investment LLC
Illinois
$25K
PCA
166
Providence Capital Advisors
North Carolina
$23.1K
CI
167
CX Institutional
Indiana
$21K
AAS
168
Ameritas Advisory Services
Nebraska
$17.9K
SS
169
Sunbelt Securities
Texas
$17K
BlackRock
170
BlackRock
New York
$16.5K
FCAS
171
First Command Advisory Services
Texas
$15.7K
MCM
172
MAI Capital Management
Ohio
$12.3K
AA
173
Ancora Advisors
Ohio
$11.4K
BTI
174
Blue Trust Inc
Georgia
$10.1K
PWA
175
Physician Wealth Advisors
Utah
$7K