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First Trust Utilities AlphaDEX Fund

196 hedge funds and large institutions have $650M invested in First Trust Utilities AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
Russell Investments Group
176
Russell Investments Group
United Kingdom
$6.94K
DCM
177
Davis Capital Management
Florida
$6.5K
FNWA
178
Financial Network Wealth Advisors
Utah
$5.95K
MWM
179
Mosley Wealth Management
California
$5.68K
AssetMark Inc
180
AssetMark Inc
California
$5.16K
William Blair & Company
181
William Blair & Company
Illinois
$4.31K
AAP
182
Arax Advisory Partners
Colorado
$3.97K
CT
183
Caldwell Trust
Florida
$3.47K
SWM
184
Spire Wealth Management
Virginia
$3.04K
LWMI
185
Legacy Wealth Management (Idaho)
Idaho
$2.98K
CFD
186
Creative Financial Designs
Indiana
$2.84K
AF
187
Advisornet Financial
Minnesota
$2.8K
FFA
188
Founders Financial Alliance
North Carolina
$2.08K
AF
189
Allworth Financial
California
$1.98K
CPBTD
190
Central Pacific Bank - Trust Division
Hawaii
$1.88K
WWMSC
191
Wagner Wealth Management (South Carolina)
South Carolina
$1.85K
KFI
192
Key Financial Inc
Pennsylvania
$1.59K
DFA
193
DHJJ Financial Advisors
Illinois
$1.41K
SEP
194
Signature Equity Partners
Ohio
$1.09K
QC
195
Quent Capital
New York
$397
RIA
196
Realta Investment Advisors
Delaware
$51
First Trust Advisors
197
First Trust Advisors
Illinois
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
NC
199
NewSquare Capital
Pennsylvania
VAS
200
Vestmark Advisory Solutions
Massachusetts