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First Trust Utilities AlphaDEX Fund

198 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
151
Nova Wealth Management
Florida
$181K -$2.81K -61 -1%
MCM
152
Manchester Capital Management
Vermont
$179K
NS
153
NBC Securities
Alabama
$169K +$9.45K +205 +6%
EWM
154
EPG Wealth Management
Georgia
$116K +$922 +20 +0.8%
PTC
155
Private Trust Company
Ohio
$111K
GWM
156
Geneos Wealth Management
Colorado
$97K +$49.8K +1,081 +101%
CIAS
157
Capital Investment Advisory Services
North Carolina
$92.9K +$88.8K +1,928 +1,428%
AC
158
AlphaCore Capital
California
$75.3K +$77K +1,672 New
CFD
159
Creative Financial Designs
Indiana
$62.9K -$138K -3,001 -68%
EWP
160
Elevation Wealth Partners
California
$61.9K
AWM
161
AE Wealth Management
Kansas
$58.2K +$20.4K +443 +52%
PSFG
162
Park Square Financial Group
Georgia
$56.7K +$10.5K +228 +18%
GM
163
GeoWealth Management
Illinois
$52.3K -$254K -5,510 -83%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$51.7K -$6.27K -136 -11%
TCM
165
Triumph Capital Management
Colorado
$45.7K +$46.8K +1,016 New
GWS
166
Glassman Wealth Services
Virginia
$45.1K +$46.1K +1,001 New
TWM
167
Topsail Wealth Management
North Carolina
$45K
SAM
168
Smartleaf Asset Management
Massachusetts
$43.7K +$44.4K +964 New
GRP
169
Global Retirement Partners
California
$43.4K -$24.8K -538 -36%
RFG
170
REAP Financial Group
Texas
$27.9K -$1.89K -41 -6%
RIL
171
Rothschild Investment LLC
Illinois
$24.8K
PCA
172
Providence Capital Advisors
North Carolina
$22.9K
SS
173
Sunbelt Securities
Texas
$16.8K
BlackRock
174
BlackRock
New York
$16.4K
FCAS
175
First Command Advisory Services
Texas
$15.6K