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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
First Trust Advisors
1
First Trust Advisors
Illinois
$761M +$39.1M +849,177 +5%
Morgan Stanley
2
Morgan Stanley
New York
$143M +$9.83M +213,428 +7%
LPL Financial
3
LPL Financial
California
$76.8M +$6.18M +134,092 +9%
Wells Fargo
4
Wells Fargo
California
$75M -$10.1M -219,915 -12%
Raymond James Financial
5
Raymond James Financial
Florida
$43.6M +$1.69M +36,768 +4%
Bank of America
6
Bank of America
North Carolina
$39.2M +$455K +9,879 +1%
UBS Group
7
UBS Group
Switzerland
$24.6M +$4.78M +103,737 +23%
NP
8
Nilsine Partners
Colorado
$22.5M +$711K +15,433 +3%
NA
9
NewEdge Advisors
Louisiana
$21M -$2.98M -64,699 -12%
ASN
10
Advisory Services Network
Georgia
$18.8M -$1.58M -34,372 -8%
CPA
11
Capital Performance Advisors
California
$16.8M +$17.2M +373,507 New
WWA
12
WCG Wealth Advisors
Nevada
$16.7M +$10.8M +235,296 +173%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$16.4M +$16.5M +357,112 +4,367%
Stifel Financial
14
Stifel Financial
Missouri
$14.7M +$630K +13,667 +4%
NC
15
NewSquare Capital
Pennsylvania
$14.1M -$7.13M -154,740 -33%
Truist Financial
16
Truist Financial
North Carolina
$13.8M -$126K -2,737 -0.9%
BEI
17
Benjamin Edwards Inc
Missouri
$13.5M -$711K -15,423 -5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$13.3M +$5.36M +116,240 +65%
Osaic Holdings
19
Osaic Holdings
Arizona
$11.9M +$1.18M +25,701 +11%
P
20
&Partners
Tennessee
$11.8M +$12.1M +263,064 New
CAG
21
Csenge Advisory Group
Florida
$10.9M +$400K +8,675 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$10M +$691K +14,997 +7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$8.05M +$961K +20,859 +13%
PCH
24
PGIM Custom Harvest
New Jersey
$7.75M -$459K -9,965 -5%
SF
25
Summit Financial
New Jersey
$7.2M +$170K +3,687 +2%