Who owns First Trust Utilities AlphaDEX Fnd?

Tip: Access positions for across all investors

Analyze quarterly positions in First Trust Utilities AlphaDEX Fnd with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of First Trust Utilities AlphaDEX Fnd stock

Who bought or sold First Trust Utilities AlphaDEX Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
First Trust Advisors 17M $761M 5% Dec 2025
 View chart
LPL Financial 1.7M $77M 9% Dec 2025
 View chart
Wells Fargo & Company 1.7M $75M -12% Dec 2025
 View chart
Raymond James Financial 969k $44M 4% Dec 2025
 View chart
UBS Group 547k $25M 23% Dec 2025
 View chart
Nilsine Partners 500k $23M 3% Dec 2025
 View chart
Goss Wealth Management 466k $21M -12% Dec 2025
 View chart
Advisory Services Network 418k $19M -8% Dec 2025
 View chart
WCG Wealth Advisors 372k $17M 173% Dec 2025
 View chart
Susquehanna International 365k $16M 4367% Dec 2025
 View chart
Stifel Financial 327k $15M 4% Dec 2025
 View chart
CFG Asset Management 312k $14M -33% Dec 2025
 View chart
Branch Banking & Trust Company 307k $14M -1% Dec 2025
 View chart
Benjamin Edwards 300k $14M -5% Dec 2025
 View chart
Cetera Investment Advisers 296k $13M 65% Dec 2025
 View chart
Advisor Group Holdings 265k $12M 11% Dec 2025
 View chart
Wiley Bros.-aintree Capital 263k $12M 100% Dec 2025
 View chart
Csenge Advisory Group 243k $11M 4% Dec 2025
 View chart
Envestnet Asset Management 179k $8.0M 13% Dec 2025
 View chart
Green Harvest Asset Management 172k $7.8M -5% Dec 2025
 View chart
Summit Financial 160k $7.2M 2% Dec 2025
 View chart
Commonwealth Equity Services 160k $7.2M -25% Dec 2025
 View chart
Janney Montgomery Scott 157k $7.1M 12% Dec 2025
 View chart
Delos Wealth Advisors 156k $7.0M 2% Dec 2025
 View chart
Cambridge Investment Research Advisors 143k $6.4M -15% Dec 2025
 View chart
Daymark Wealth Partners 136k $6.1M -1% Dec 2025
 View chart
Northwestern Mutual Wealth Management Company 134k $6.0M 16% Dec 2025
 View chart
Quadrature Capital 133k $6.0M 100% Dec 2025
 View chart
Vestmark Advisory Solutions 128k $5.8M -2% Dec 2025
 View chart
Milestones Private Investment Advisors 118k $5.3M -6% Dec 2025
 View chart
D.A. Davidson & Co. 103k $4.6M 1% Dec 2025
 View chart
Baird Financial 101k $4.5M -6% Dec 2025
 View chart
Pensionmark Financial Group 99k $4.5M -7% Dec 2025
 View chart
Foundations Investment Advisors 93k $4.2M 2% Dec 2025
 View chart
Oppenheimer & Co 92k $4.2M 14% Dec 2025
 View chart
Fiduciary Alliance 87k $4.3M 44% Mar 2026
 View chart
Sigma Planning 87k $3.9M -1% Dec 2025
 View chart
Wright Fund Managment 86k $4.3M 100% Mar 2026
 View chart
Arkadios Wealth Advisors 79k $3.6M 1149% Dec 2025
 View chart
Qube Research & Technologies 67k $3.0M 92% Dec 2025
 View chart
Private Advisor 67k $3.0M 17% Dec 2025
 View chart
Equitable Holdings 65k $2.9M 9% Dec 2025
 View chart
CWM 63k $2.8M -15% Dec 2025
 View chart
Brendel Financial Advisors 62k $3.1M 100% Mar 2026
 View chart
Rockefeller Capital Management 57k $2.6M -1% Dec 2025
 View chart
Proactive Wealth Strategies 54k $2.4M -2% Dec 2025
 View chart
Merit Financial Group 53k $2.6M -8% Mar 2026
 View chart
Bnp Paribas Arbitrage, Snc 50k $2.3M 0% Dec 2025
 View chart
TriaGen Wealth Management 50k $2.3M -2% Dec 2025
 View chart
Mml Investors Services 49k $2.2M 46% Dec 2025
 View chart
Transamerica Financial Advisors 48k $2.2M -4% Dec 2025
 View chart
Kovack Advisors 40k $1.8M 384% Dec 2025
 View chart
Kingswood Wealth Advisors 40k $1.8M 26% Dec 2025
 View chart
Gts Securities 37k $1.7M 100% Dec 2025
 View chart
PKS Advisory Services 36k $1.6M 38% Dec 2025
 View chart
Cyndeo Wealth Partners 35k $1.7M 9% Mar 2026
 View chart
J.w. Cole Advisors 33k $1.5M 18% Dec 2025
 View chart
Regal Investment Advisors 31k $1.4M 22% Dec 2025
 View chart
Asset Allocation Strategies 30k $1.4M -3% Dec 2025
 View chart
Element Wealth 30k $1.3M 17% Dec 2025
 View chart
Concurrent Investment Advisors 30k $1.3M 15% Dec 2025
 View chart
Intl Fcstone 28k $1.3M -6% Dec 2025
 View chart
Ausdal Financial Partners 28k $1.2M 9% Dec 2025
 View chart
Nations Financial Group 27k $1.3M 4% Mar 2026
 View chart
Quantinno Capital Management 23k $1.0M 2% Dec 2025
 View chart
HFG Advisors 21k $947k 0% Dec 2025
 View chart
Englebert Financial Advisers 20k $902k 100% Dec 2025
 View chart
Brian McDonald 19k $863k 8% Dec 2025
 View chart
Farther Finance Advisors 19k $928k 62% Mar 2026
 View chart
Jones Financial Companies, L.L 18k $824k 43% Dec 2025
 View chart
Kestra Advisory Services 18k $817k 11% Dec 2025
 View chart
Sound Income Strategies 18k $821k 100% Dec 2025
 View chart
MGB Wealth Management 17k $767k 139% Dec 2025
 View chart
Apeiron RIA 17k $785k 7% Dec 2025
 View chart
Winebrenner Capital Management 16k $799k -1% Mar 2026
 View chart
Dynamic Advisors Solutions 16k $787k -4% Mar 2026
 View chart
Coastal Investment Advisors 16k $712k 4% Dec 2025
 View chart
Warren Averett Asset Management 15k $678k 74% Dec 2025
 View chart
Trueblood Wealth Management 15k $670k 1% Dec 2025
 View chart
International Assets Investment Management 15k $665k 66% Dec 2025
 View chart
Garden State Investment Advisory Services 15k $662k 6% Dec 2025
 View chart
RFG Advisory 15k $728k 100% Mar 2026
 View chart
Prospera Financial Services 15k $720k 1% Mar 2026
 View chart
Tudor Financial 14k $638k 81% Dec 2025
 View chart
HB Wealth Management 14k $614k 29% Dec 2025
 View chart
Centaurus Financial 14k $605k 9% Dec 2025
 View chart
Pnc Financial Services 13k $588k 38% Dec 2025
 View chart
IFP Advisors 13k $638k 12% Mar 2026
 View chart
Kestra Private Wealth Services 13k $637k 1% Mar 2026
 View chart
Sanctuary Advisors 13k $570k 43% Dec 2025
 View chart
Flagship Harbor Advisors 13k $562k 100% Dec 2025
 View chart
U.S. Capital Wealth Advisors 12k $613k 18% Mar 2026
 View chart
HBW Advisory Services 12k $548k 23% Dec 2025
 View chart
Cottonwood Capital Advisors 12k $602k 0% Mar 2026
 View chart
Rehmann Capital Advisory 12k $539k -11% Dec 2025
 View chart
Western Wealth Management 12k $535k 25% Dec 2025
 View chart
CI Private Wealth 12k $530k -6% Dec 2025
 View chart
Harmony Asset Management 11k $500k -19% Dec 2025
 View chart
RPg Family Wealth Advisory 11k $488k -33% Dec 2025
 View chart
Beto Financial Group 11k $490k 100% Dec 2025
 View chart
Risk Paradigm 11k $476k 100% Dec 2025
 View chart
Signature Estate and Investment Advisors 11k $519k 1% Mar 2026
 View chart
One Charles Private Wealth Services 10k $469k -2% Dec 2025
 View chart
Meridian Wealth Management 10k $464k 0% Dec 2025
 View chart
Resurgent Financial Advisors 10k $459k 100% Dec 2025
 View chart
Cadent Capital Advisors 9.5k $473k -4% Mar 2026
 View chart
Retirement Network 9.2k $416k 6% Dec 2025
 View chart
Schrum Private Wealth Management 8.4k $379k 0% Dec 2025
 View chart
Claro Advisors 8.1k $364k -7% Dec 2025
 View chart
Harbour Investments 8.0k $358k 7% Dec 2025
 View chart
Gotham Asset Management 7.9k $356k 100% Dec 2025
 View chart
Global View Capital Management 7.8k $353k -11% Dec 2025
 View chart
Moors & Cabot 7.8k $351k -6% Dec 2025
 View chart
Coppell Advisory Solutions 7.3k $333k 0% Dec 2025
 View chart
Colony 7.3k $329k 5% Dec 2025
 View chart
OneAscent Financial Services 7.2k $325k 1% Dec 2025
 View chart
Stratos Wealth Partners 7.2k $323k 1% Dec 2025
 View chart
WealthBridge Capital Management 7.1k $351k 100% Mar 2026
 View chart
Lee Johnson Capital Management 7.1k $351k -15% Mar 2026
 View chart
Rockport Wealth 6.9k $312k -96% Dec 2025
 View chart
Wealth Effects 6.9k $311k 0% Dec 2025
 View chart
Core Wealth Partners 6.6k $295k 0% Dec 2025
 View chart
ROI Financial Advisors 6.1k $277k 0% Dec 2025
 View chart
Axxcess Wealth Management 6.0k $270k 0% Dec 2025
 View chart
Goldman Sachs Group 5.9k $266k 0% Dec 2025
 View chart
Steward Partners Investment Advisory 5.9k $264k 9% Dec 2025
 View chart
D. E. Shaw & Co 5.8k $262k 100% Dec 2025
 View chart
O'shaughnessy Asset Management 5.8k $261k 5468% Dec 2025
 View chart
Retirement Planning Group 5.6k $254k 9% Dec 2025
 View chart
Global Assets Advisory 5.6k $252k 0% Dec 2025
 View chart
Atria Investments 5.6k $252k 2% Dec 2025
 View chart
Bright Financial Advisors 5.6k $250k 0% Dec 2025
 View chart
IFG Advisory 5.4k $242k 1% Dec 2025
 View chart
Vivaldi Capital Management 5.1k $231k 0% Dec 2025
 View chart
LaSalle St. Investment Advisors 5.1k $227k 3% Dec 2025
 View chart
We Are One Seven 5.0k $227k -5% Dec 2025
 View chart
Mariner Wealth Advisors 5.0k $226k -9% Dec 2025
 View chart
Mot 5.0k $225k 0% Dec 2025
 View chart
HighTower Advisors 4.9k $221k 9% Dec 2025
 View chart
Pacific Sun Financial Corp 4.8k $216k 0% Dec 2025
 View chart
Mercer Global Advisors 4.8k $214k 100% Dec 2025
 View chart
Gateway Wealth Partners 4.6k $206k -13% Dec 2025
 View chart
Manchester Capital Management 4.0k $179k 0% Dec 2025
 View chart
Nbc Securities 3.8k $186k 0% Mar 2026
 View chart
Nova Wealth Management 3.6k $180k -9% Mar 2026
 View chart
EPG Wealth Management 2.6k $116k 1% Dec 2025
 View chart
Private Trust Co Na 2.5k $111k 0% Dec 2025
 View chart
GeoWealth Management 1.2k $52k -83% Dec 2025
 View chart

Who sold out of First Trust Utilities AlphaDEX Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Integrated Wealth Concepts Sep 2025 43k $1.9M
Davis Investment Partners Dec 2025 33k $1.5M
Wealth Enhancement Advisory Services Dec 2025 32k $1.4M
Davenport & Co Dec 2025 28k $1.3M
Trust Co Of Oklahoma Dec 2025 26k $1.2M
WMG Financial Advisors Sep 2025 18k $802k
MinichMacGregor Wealth Management Dec 2025 16k $731k
Jane Street Sep 2025 16k $727k
Renaissance Technologies Sep 2025 5.4k $245k
Fortis Capital Advisors Sep 2025 5.3k $241k
Belpointe Asset Management Sep 2025 5.3k $241k