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First Trust Utilities AlphaDEX Fund

187 hedge funds and large institutions have $1.51B invested in First Trust Utilities AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
187
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
CIAS
176
Capital Investment Advisory Services
North Carolina
$6.14K
DCM
177
Davis Capital Management
Florida
$5.95K
FNWA
178
Financial Network Wealth Advisors
Utah
$5.45K
LFG
179
Larson Financial Group
Missouri
$5.41K
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$4.73K
US Bancorp
181
US Bancorp
Minnesota
$4.54K
KFI
182
Key Financial Inc
Pennsylvania
$3.57K
SWM
183
Spire Wealth Management
Virginia
$2.79K
LWMI
184
Legacy Wealth Management (Idaho)
Idaho
$2.73K
Russell Investments Group
185
Russell Investments Group
United Kingdom
$2.59K
WWM
186
Wagner Wealth Management
South Carolina
$1.7K
DFA
187
DHJJ Financial Advisors
Illinois
$1.28K
BHWA
188
Beacon Harbor Wealth Advisors
Virginia
Two Sigma Investments
189
Two Sigma Investments
New York
VCM
190
Virtue Capital Management
Tennessee
TRCT
191
Tower Research Capital (TRC)
New York
EA
192
Efficient Advisors
Ohio
MA
193
Mutual Advisors
Nebraska
BCI
194
Blue Capital Inc
Nebraska
Marshall Wace
195
Marshall Wace
United Kingdom
EA
196
Ergawealth Advisors
Illinois
PCA
197
Prosperity Capital Advisors
Ohio
FAIM
198
Financial Advocates Investment Management
Washington
RAS
199
RPS Advisory Solutions
Kentucky
GS
200
GTS Securities
New York