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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $650M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
PTC
151
Private Trust Company
Ohio
$115K
GM
152
GeoWealth Management
Illinois
$107K
CI
153
CX Institutional
Indiana
$99K
CIAS
154
Capital Investment Advisory Services
North Carolina
$96.1K
SPIA
155
Steward Partners Investment Advisory
New York
$73.2K
EWP
156
Elevation Wealth Partners
California
$68.2K
MWA
157
Merkkuri Wealth Advisors
New York
$62.3K
SAM
158
Smartleaf Asset Management
Massachusetts
$61.1K
AWM
159
AE Wealth Management
Kansas
$50.8K
TCM
160
Triumph Capital Management
Colorado
$50.5K
TWM
161
Topsail Wealth Management
North Carolina
$49.6K
PSFG
162
Park Square Financial Group
Georgia
$40.9K
RFG
163
REAP Financial Group
Texas
$30.9K
RIL
164
Rothschild Investment LLC
Illinois
$27.3K
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$24.4K
TFA
166
Transamerica Financial Advisors
Florida
$20.4K
BlackRock
167
BlackRock
New York
$18K
FCAS
168
First Command Advisory Services
Texas
$17.2K
SS
169
Sunbelt Securities
Texas
$15.9K
MCM
170
MAI Capital Management
Ohio
$13.4K
AA
171
Ancora Advisors
Ohio
$12.4K
RCM
172
Raleigh Capital Management
North Carolina
$11.5K
BTI
173
Blue Trust Inc
Georgia
$11.2K
PWA
174
Physician Wealth Advisors
Utah
$7.64K
CA
175
CoreCap Advisors
Michigan
$7.24K