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First Trust Utilities AlphaDEX Fund

197 hedge funds and large institutions have $1.59B 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, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
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
MCM
151
Manchester Capital Management
Vermont
$179K
NS
152
NBC Securities
Alabama
$169K
EWM
153
EPG Wealth Management
Georgia
$116K
PTC
154
Private Trust Company
Ohio
$111K
GWM
155
Geneos Wealth Management
Colorado
$97K
CIAS
156
Capital Investment Advisory Services
North Carolina
$92.9K
AC
157
AlphaCore Capital
California
$75.3K
CFD
158
Creative Financial Designs
Indiana
$62.9K
EWP
159
Elevation Wealth Partners
California
$61.9K
AWM
160
AE Wealth Management
Kansas
$58.2K
PSFG
161
Park Square Financial Group
Georgia
$56.7K
GM
162
GeoWealth Management
Illinois
$52.3K
Fidelity Investments
163
Fidelity Investments
Massachusetts
$51.7K
TCM
164
Triumph Capital Management
Colorado
$45.7K
GWS
165
Glassman Wealth Services
Virginia
$45.1K
TWM
166
Topsail Wealth Management
North Carolina
$45K
SAM
167
Smartleaf Asset Management
Massachusetts
$43.7K
GRP
168
Global Retirement Partners
California
$43.4K
RFG
169
REAP Financial Group
Texas
$27.9K
RIL
170
Rothschild Investment LLC
Illinois
$24.8K
PCA
171
Providence Capital Advisors
North Carolina
$22.9K
SS
172
Sunbelt Securities
Texas
$16.8K
BlackRock
173
BlackRock
New York
$16.4K
FCAS
174
First Command Advisory Services
Texas
$15.6K
CI
175
CX Institutional
Indiana
$14K