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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
Holders
198
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
CI
176
CX Institutional
Indiana
$14K
MCM
177
MAI Capital Management
Ohio
$12.2K
AA
178
Ancora Advisors
Ohio
$11.3K
BTI
179
Blue Trust Inc
Georgia
$10.1K
CA
180
CoreCap Advisors
Michigan
$9.09K
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
William Blair & Company
185
William Blair & Company
Illinois
$3.92K
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
FFA
191
Frazier Financial Advisors
Ohio
$2.16K
FFA
192
Founders Financial Alliance
North Carolina
$1.89K
AF
193
Allworth Financial
California
$1.8K
CPBTD
194
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WWMSC
195
Wagner Wealth Management (South Carolina)
South Carolina
$1.67K
DWM
196
Darwin Wealth Management
Florida
$1.3K
DFA
197
DHJJ Financial Advisors
Illinois
$1.28K
Citigroup
198
Citigroup
New York
$45
GSWM
199
Greenup Street Wealth Management
Michigan
FMP
200
Financial Management Professionals
Texas