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First Trust Utilities AlphaDEX Fund

189 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, 74 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
189
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
PWA
176
Physician Wealth Advisors
Utah
$7K
CIAS
177
Capital Investment Advisory Services
North Carolina
$6.14K
DCM
178
Davis Capital Management
Florida
$5.95K
FNWA
179
Financial Network Wealth Advisors
Utah
$5.45K
LFG
180
Larson Financial Group
Missouri
$5.41K
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$4.73K
US Bancorp
182
US Bancorp
Minnesota
$4.54K
KFI
183
Key Financial Inc
Pennsylvania
$3.57K
SWM
184
Spire Wealth Management
Virginia
$2.79K
LWMI
185
Legacy Wealth Management (Idaho)
Idaho
$2.73K
Russell Investments Group
186
Russell Investments Group
United Kingdom
$2.59K
AF
187
Allworth Financial
California
$1.82K
WWM
188
Wagner Wealth Management
South Carolina
$1.7K
DFA
189
DHJJ Financial Advisors
Illinois
$1.28K
BHWA
190
Beacon Harbor Wealth Advisors
Virginia
Two Sigma Investments
191
Two Sigma Investments
New York
VCM
192
Virtue Capital Management
Tennessee
TRCT
193
Tower Research Capital (TRC)
New York
EA
194
Efficient Advisors
Ohio
MA
195
Mutual Advisors
Nebraska
BCI
196
Blue Capital Inc
Nebraska
Marshall Wace
197
Marshall Wace
United Kingdom
EA
198
Ergawealth Advisors
Illinois
PCA
199
Prosperity Capital Advisors
Ohio
FAIM
200
Financial Advocates Investment Management
Washington