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First Trust Utilities AlphaDEX Fund

196 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, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
FCAS
176
First Command Advisory Services
Texas
$14.7K
SS
177
Sunbelt Securities
Texas
$12K
MCM
178
MAI Capital Management
Ohio
$11.4K
William Blair & Company
179
William Blair & Company
Illinois
$11.1K
AA
180
Ancora Advisors
Ohio
$10.6K
CI
181
CX Institutional
Indiana
$9K
TCOV
182
Trust Company of Vermont
Vermont
$8.48K
PWA
183
Physician Wealth Advisors
Utah
$6.53K
T
184
Transce3nd
Texas
$5.93K
CIAS
185
Capital Investment Advisory Services
North Carolina
$5.72K
FNWA
186
Financial Network Wealth Advisors
Utah
$5.09K
ACA
187
Aptus Capital Advisors
Alabama
$4.7K
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$4.03K
KFI
189
Key Financial Inc
Pennsylvania
$3.31K
SWM
190
Spire Wealth Management
Virginia
$2.6K
LWMI
191
Legacy Wealth Management (Idaho)
Idaho
$2.54K
LIS
192
Legacy Investment Solutions
Idaho
$2.54K
Russell Investments Group
193
Russell Investments Group
United Kingdom
$2.42K
AF
194
Allworth Financial
California
$1.7K
WWM
195
Wagner Wealth Management
South Carolina
$1.57K
DFA
196
DHJJ Financial Advisors
Illinois
$1.19K
BNP Paribas Financial Markets
197
BNP Paribas Financial Markets
France
FTUS
198
Flow Traders U.S.
New York
AP
199
Advisors Preferred
Maryland
Citadel Advisors
200
Citadel Advisors
Florida