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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
MCM
151
Manchester Capital Management
Vermont
$169K
JPMorgan Chase & Co
152
JPMorgan Chase & Co
New York
$155K
NS
153
NBC Securities
Alabama
$149K
PSFG
154
Park Square Financial Group
Georgia
$126K
PTC
155
Private Trust Company
Ohio
$118K
CFD
156
Creative Financial Designs
Indiana
$114K
EWM
157
EPG Wealth Management
Georgia
$108K
NFSG
158
Newbridge Financial Services Group
Florida
$104K
SWP
159
Strategic Wealth Partners
Ohio
$94.6K
GWSG
160
GPS Wealth Strategies Group
Colorado
$85.9K
SPIA
161
Steward Partners Investment Advisory
New York
$65.1K
EWP
162
Elevation Wealth Partners
California
$58.3K
GRP
163
Global Retirement Partners
California
$52.9K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$51.1K
GWM
165
Geneos Wealth Management
Colorado
$45.6K
TWM
166
Topsail Wealth Management
North Carolina
$42.4K
CA
167
CoreCap Advisors
Michigan
$41.4K
AWM
168
AE Wealth Management
Kansas
$36K
PS
169
Principal Securities
Iowa
$35.6K
BTI
170
Blue Trust Inc
Georgia
$35.3K
CFFP
171
Center for Financial Planning
Michigan
$35K
RFG
172
REAP Financial Group
Texas
$31.2K
AAP
173
Arax Advisory Partners
Colorado
$27K
AAS
174
Ameritas Advisory Services
Nebraska
$19.9K
BlackRock
175
BlackRock
New York
$15.4K