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First Trust Utilities AlphaDEX Fund

196 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, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
AA
176
Ancora Advisors
Ohio
$11.3K
BTI
177
Blue Trust Inc
Georgia
$10.1K
CA
178
CoreCap Advisors
Michigan
$9.09K
PWA
179
Physician Wealth Advisors
Utah
$6.93K
DCM
180
Davis Capital Management
Florida
$5.9K
FNWA
181
Financial Network Wealth Advisors
Utah
$5.4K
AssetMark Inc
182
AssetMark Inc
California
$4.68K
William Blair & Company
183
William Blair & Company
Illinois
$3.92K
KFI
184
Key Financial Inc
Pennsylvania
$3.51K
SWM
185
Spire Wealth Management
Virginia
$2.76K
LWMI
186
Legacy Wealth Management (Idaho)
Idaho
$2.7K
Russell Investments Group
187
Russell Investments Group
United Kingdom
$2.57K
AF
188
Advisornet Financial
Minnesota
$2.47K
FFA
189
Frazier Financial Advisors
Ohio
$2.16K
FFA
190
Founders Financial Alliance
North Carolina
$1.89K
AF
191
Allworth Financial
California
$1.8K
CPBTD
192
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WWMSC
193
Wagner Wealth Management (South Carolina)
South Carolina
$1.67K
DWM
194
Darwin Wealth Management
Florida
$1.3K
DFA
195
DHJJ Financial Advisors
Illinois
$1.28K
Citigroup
196
Citigroup
New York
$45
GSWM
197
Greenup Street Wealth Management
Michigan
FMP
198
Financial Management Professionals
Texas
IWC
199
Integrated Wealth Concepts
Massachusetts
WFA
200
WMG Financial Advisors
Tennessee