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First Trust Utilities AlphaDEX Fund

198 hedge funds and large institutions have $1.6B invested in First Trust Utilities AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 50

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$78.3M)

4% more funds holding

Funds holding: 190198 (+8)

0.99% more ownership

Funds ownership: 87.39%88.39% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
86
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
176
CX Institutional
Indiana
$14K -$7.23K -157 -34%
MCM
177
MAI Capital Management
Ohio
$12.2K
AA
178
Ancora Advisors
Ohio
$11.3K
BTI
179
Blue Trust Inc
Georgia
$10.1K +$92 +2 +0.9%
CA
180
CoreCap Advisors
Michigan
$9.09K -$25.1K -545 -73%
PWA
181
Physician Wealth Advisors
Utah
$6.93K
DCM
182
Davis Capital Management
Florida
$5.9K
FNWA
183
Financial Network Wealth Advisors
Utah
$5.4K
AssetMark Inc
184
AssetMark Inc
California
$4.68K +$4.79K +104 New
William Blair & Company
185
William Blair & Company
Illinois
$3.92K -$32.6K -707 -89%
KFI
186
Key Financial Inc
Pennsylvania
$3.51K
SWM
187
Spire Wealth Management
Virginia
$2.76K
LWMI
188
Legacy Wealth Management (Idaho)
Idaho
$2.7K
Russell Investments Group
189
Russell Investments Group
United Kingdom
$2.57K
AF
190
Advisornet Financial
Minnesota
$2.47K +$2.53K +55 New
FFA
191
Frazier Financial Advisors
Ohio
$2.16K +$2.21K +48 New
FFA
192
Founders Financial Alliance
North Carolina
$1.89K +$1.94K +42 New
AF
193
Allworth Financial
California
$1.8K
CPBTD
194
Central Pacific Bank - Trust Division
Hawaii
$1.71K +$1.75K +38 New
WWMSC
195
Wagner Wealth Management (South Carolina)
South Carolina
$1.67K
DWM
196
Darwin Wealth Management
Florida
$1.3K +$1.34K +29 New
DFA
197
DHJJ Financial Advisors
Illinois
$1.28K
Citigroup
198
Citigroup
New York
$45 -$46K -999 -100%
GSWM
199
Greenup Street Wealth Management
Michigan
-$3.71M -81,616 Closed
FMP
200
Financial Management Professionals
Texas
-$2.3M -50,550 Closed