First Trust Utilities AlphaDEX Fund
197 hedge funds and large institutions have $1.45B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 48 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
4% less capital invested
Capital invested by funds: $1.51B → $1.45B (-$65.8M)
184.19% less ownership
Funds ownership: 271.55% → 87.35% (-184%)
Holders
197
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$32.5M | |
| 2 | +$22.2M | |
| 3 | +$16.2M | |
| 4 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$15.6M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$11.6M |
Top Sellers
| 1 | -$171M | |
| 2 | -$94.6M | |
| 3 | -$77.9M | |
| 4 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
-$2.77M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.57M |
