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First Trust Utilities AlphaDEX Fund

197 hedge funds and large institutions have $1.59B 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, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
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
MCM
176
MAI Capital Management
Ohio
$12.2K
AA
177
Ancora Advisors
Ohio
$11.3K
BTI
178
Blue Trust Inc
Georgia
$10.1K
CA
179
CoreCap Advisors
Michigan
$9.09K
PWA
180
Physician Wealth Advisors
Utah
$6.93K
DCM
181
Davis Capital Management
Florida
$5.9K
FNWA
182
Financial Network Wealth Advisors
Utah
$5.4K
AssetMark Inc
183
AssetMark Inc
California
$4.68K
William Blair & Company
184
William Blair & Company
Illinois
$3.92K
KFI
185
Key Financial Inc
Pennsylvania
$3.51K
SWM
186
Spire Wealth Management
Virginia
$2.76K
LWMI
187
Legacy Wealth Management (Idaho)
Idaho
$2.7K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$2.57K
AF
189
Advisornet Financial
Minnesota
$2.47K
FFA
190
Frazier Financial Advisors
Ohio
$2.16K
FFA
191
Founders Financial Alliance
North Carolina
$1.89K
AF
192
Allworth Financial
California
$1.8K
CPBTD
193
Central Pacific Bank - Trust Division
Hawaii
$1.71K
WWMSC
194
Wagner Wealth Management (South Carolina)
South Carolina
$1.67K
DWM
195
Darwin Wealth Management
Florida
$1.3K
DFA
196
DHJJ Financial Advisors
Illinois
$1.28K
Citigroup
197
Citigroup
New York
$45
GSWM
198
Greenup Street Wealth Management
Michigan
FMP
199
Financial Management Professionals
Texas
IWC
200
Integrated Wealth Concepts
Massachusetts