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First Trust Utilities AlphaDEX Fund

195 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$155K +$11.9K +280 +8%
NS
152
NBC Securities
Alabama
$149K -$2.53K -60 -2%
PSFG
153
Park Square Financial Group
Georgia
$126K -$1.78K -42 -1%
PTC
154
Private Trust Company
Ohio
$118K +$58K +1,368 +97%
CFD
155
Creative Financial Designs
Indiana
$114K -$10.9K -258 -9%
EWM
156
EPG Wealth Management
Georgia
$108K +$509 +12 +0.5%
NFSG
157
Newbridge Financial Services Group
Florida
$104K +$104K +2,446 New
SWP
158
Strategic Wealth Partners
Ohio
$94.6K +$94.6K +2,233 New
GWSG
159
GPS Wealth Strategies Group
Colorado
$85.9K
SPIA
160
Steward Partners Investment Advisory
New York
$65.1K +$3.09K +73 +5%
EWP
161
Elevation Wealth Partners
California
$58.3K -$29.9K -706 -34%
GRP
162
Global Retirement Partners
California
$52.9K +$52.9K +1,248 New
Fidelity Investments
163
Fidelity Investments
Massachusetts
$51.1K +$8.52K +201 +20%
GWM
164
Geneos Wealth Management
Colorado
$45.6K -$45.6K -1,075 -50%
TWM
165
Topsail Wealth Management
North Carolina
$42.4K
CA
166
CoreCap Advisors
Michigan
$41.4K -$10K -236 -19%
AWM
167
AE Wealth Management
Kansas
$36K
PS
168
Principal Securities
Iowa
$35.6K -$297 -7 -0.8%
BTI
169
Blue Trust Inc
Georgia
$35.3K +$25.9K +612 +277%
CFFP
170
Center for Financial Planning
Michigan
$35K
RFG
171
REAP Financial Group
Texas
$31.2K -$2.2K -52 -7%
AAP
172
Arax Advisory Partners
Colorado
$27K
AAS
173
Ameritas Advisory Services
Nebraska
$19.9K +$19.9K +471 New
BlackRock
174
BlackRock
New York
$15.4K +$15.4K +364 New
FCAS
175
First Command Advisory Services
Texas
$14.7K +$14.7K +346 New