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First Trust Utilities AlphaDEX Fund

166 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

20% more funds holding

Funds holding: 138166 (+28)

Holders
166
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

Top Buyers

1 +$769M
2 +$167M
3 +$77.9M
4
Wells Fargo
Wells Fargo
California
+$41.1M
5
Morgan Stanley
Morgan Stanley
New York
+$31.8M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$10.7K
AA
152
Ancora Advisors
Ohio
$10.3K
BTI
153
Blue Trust Inc
Georgia
$9.05K
T
154
Transce3nd
Texas
$8.49K
MHR
155
Matthew Hamilton Rosenberg
$8.2K
PWA
156
Physician Wealth Advisors
Utah
$6.32K
CIAS
157
Capital Investment Advisory Services
North Carolina
$5.54K
DCM
158
Davis Capital Management
Florida
$5.37K
FNWA
159
Financial Network Wealth Advisors
Utah
$4.92K
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$3.9K
KFI
161
Key Financial Inc
Pennsylvania
$3.2K
Russell Investments Group
162
Russell Investments Group
United Kingdom
$2.34K
AF
163
Advisornet Financial
Minnesota
$2.21K
AF
164
Allworth Financial
California
$1.64K
WWM
165
Wagner Wealth Management
South Carolina
$1.52K
DFA
166
DHJJ Financial Advisors
Illinois
$1.14K
RAS
167
RPS Advisory Solutions
Kentucky
HPC
168
Hobart Private Capital
North Carolina
IWM
169
Iams Wealth Management
Nebraska
PA
170
PSI Advisors
Florida
Brown Advisory
171
Brown Advisory
Maryland
GWP
172
Gateway Wealth Partners
Wisconsin
WP
173
WMS Partners
Maryland
RW
174
Rockport Wealth
Ohio
CFGS
175
Concourse Financial Group Securities
Alabama