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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.59B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
NS
151
NBC Securities
Alabama
$169K
EWM
152
EPG Wealth Management
Georgia
$116K
PTC
153
Private Trust Company
Ohio
$111K
GWM
154
Geneos Wealth Management
Colorado
$97K
CIAS
155
Capital Investment Advisory Services
North Carolina
$92.9K
AC
156
AlphaCore Capital
California
$75.3K
CFD
157
Creative Financial Designs
Indiana
$62.9K
EWP
158
Elevation Wealth Partners
California
$61.9K
AWM
159
AE Wealth Management
Kansas
$58.2K
PSFG
160
Park Square Financial Group
Georgia
$56.7K
GM
161
GeoWealth Management
Illinois
$52.3K
Fidelity Investments
162
Fidelity Investments
Massachusetts
$51.7K
TCM
163
Triumph Capital Management
Colorado
$45.7K
GWS
164
Glassman Wealth Services
Virginia
$45.1K
TWM
165
Topsail Wealth Management
North Carolina
$45K
SAM
166
Smartleaf Asset Management
Massachusetts
$43.7K
GRP
167
Global Retirement Partners
California
$43.4K
RFG
168
REAP Financial Group
Texas
$27.9K
RIL
169
Rothschild Investment LLC
Illinois
$24.8K
PCA
170
Providence Capital Advisors
North Carolina
$22.9K
SS
171
Sunbelt Securities
Texas
$16.8K
BlackRock
172
BlackRock
New York
$16.4K
FCAS
173
First Command Advisory Services
Texas
$15.6K
CI
174
CX Institutional
Indiana
$14K
MCM
175
MAI Capital Management
Ohio
$12.2K