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First Trust Utilities AlphaDEX Fund

195 hedge funds and large institutions have $1.44B invested in First Trust Utilities AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+29
Holders Change %
+17.47%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
77
Reduced
49
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$700M -$94.6M -2,231,908 -12%
Morgan Stanley
2
Morgan Stanley
New York
$117M +$32.5M +766,848 +39%
Wells Fargo
3
Wells Fargo
California
$68.7M +$11.4M +270,130 +20%
LPL Financial
4
LPL Financial
California
$67.4M +$22.2M +524,892 +49%
Raymond James Financial
5
Raymond James Financial
Florida
$35M +$16.2M +381,462 +86%
Bank of America
6
Bank of America
North Carolina
$32.9M +$4.93M +116,367 +18%
NA
7
NewEdge Advisors
Louisiana
$22.9M +$3.2M +75,448 +16%
UBS Group
8
UBS Group
Switzerland
$21.7M +$10M +236,933 +86%
ASN
9
Advisory Services Network
Georgia
$20.3M -$41.3K -928 -0.2%
NC
10
NewSquare Capital
Pennsylvania
$19.9M +$280K +6,601 +1%
ODG
11
O'Dell Group
Ohio
$18.8M -$1.03M -24,189 -5%
RW
12
Rockport Wealth
Ohio
$15.6M +$15.6M +367,638 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.4M +$11.6M +274,201 +413%
Stifel Financial
14
Stifel Financial
Missouri
$13.9M +$4.03M +95,170 +41%
NP
15
Nilsine Partners
Colorado
$13.5M -$2.77M -65,253 -17%
Truist Financial
16
Truist Financial
North Carolina
$12.9M +$9.66M +227,903 +301%
BEI
17
Benjamin Edwards Inc
Missouri
$12.5M +$2.55M +60,068 +26%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$11.4M +$9.22M +217,451 +413%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.3M +$5.08M +119,880 +82%
BHWA
20
Beacon Harbor Wealth Advisors
Virginia
$11.2M +$11.2M +263,189 New
CAG
21
Csenge Advisory Group
Florida
$10.1M -$53.4K -1,250 -0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.46M +$5.14M +121,235 +119%
PCH
23
PGIM Custom Harvest
New Jersey
$8.38M -$196K -4,615 -2%
Two Sigma Investments
24
Two Sigma Investments
New York
$8.17M +$1.64M +38,600 +25%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$6.95M +$1.35M +31,955 +24%