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First Trust Utilities AlphaDEX Fund

189 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, 74 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
189
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
GWSG
151
GPS Wealth Strategies Group
Colorado
$92.2K
GRP
152
Global Retirement Partners
California
$68.2K
EWP
153
Elevation Wealth Partners
California
$62.5K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$58.4K
PSFG
155
Park Square Financial Group
Georgia
$57.7K
GWM
156
Geneos Wealth Management
Colorado
$48.9K
TCM
157
Triumph Capital Management
Colorado
$46.1K
TWM
158
Topsail Wealth Management
North Carolina
$45.5K
Citigroup
159
Citigroup
New York
$45.5K
AWM
160
AE Wealth Management
Kansas
$38.6K
PS
161
Principal Securities
Iowa
$38.2K
CFFP
162
Center for Financial Planning
Michigan
$37.5K
William Blair & Company
163
William Blair & Company
Illinois
$36.1K
CA
164
CoreCap Advisors
Michigan
$34K
RFG
165
REAP Financial Group
Texas
$30K
RIL
166
Rothschild Investment LLC
Illinois
$25K
PCA
167
Providence Capital Advisors
North Carolina
$23.1K
CI
168
CX Institutional
Indiana
$21K
AAS
169
Ameritas Advisory Services
Nebraska
$17.9K
SS
170
Sunbelt Securities
Texas
$17K
BlackRock
171
BlackRock
New York
$16.5K
FCAS
172
First Command Advisory Services
Texas
$15.7K
MCM
173
MAI Capital Management
Ohio
$12.3K
AA
174
Ancora Advisors
Ohio
$11.4K
BTI
175
Blue Trust Inc
Georgia
$10.1K