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First Trust Industrials/Producer Durables AlphaDEX Fund

164 hedge funds and large institutions have $478M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

2% less funds holding

Funds holding: 167164 (-3)

1.94% less ownership

Funds ownership: 74.19%72.25% (-1.9%)

21% less capital invested

Capital invested by funds: $605M → $478M (-$127M)

46% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 63

Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
34
Reduced
63
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$74.2M -$25.6M -297,613 -25%
Wells Fargo
2
Wells Fargo
California
$69.1M -$49.4M -573,918 -40%
Raymond James Financial
3
Raymond James Financial
Florida
$42.6M -$7.17M -83,206 -14%
LPL Financial
4
LPL Financial
California
$33.3M -$7.42M -86,129 -17%
Bank of America
5
Bank of America
North Carolina
$32.3M +$2.75M +31,909 +9%
CPA
6
Capital Performance Advisors
California
$22.3M -$44.4K -515 -0.2%
UBS Group
7
UBS Group
Switzerland
$17.2M -$7.68M -89,204 -30%
Truist Financial
8
Truist Financial
North Carolina
$12.9M -$467K -5,420 -3%
DADC
9
D.A. Davidson & Co
Montana
$10M -$92K -1,068 -0.9%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$9.07M -$271K -3,141 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.46M +$3.88M +45,091 +77%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$8.27M -$241K -2,794 -3%
MWM
13
Modern Wealth Management
Kansas
$7.98M -$54.1K -628 -0.6%
Stifel Financial
14
Stifel Financial
Missouri
$7.36M -$1.1M -12,786 -12%
VCM
15
Virtue Capital Management
Tennessee
$6.49M -$736K -8,548 -9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.39M +$4.79M +55,599 +245%
MCM
17
Monument Capital Management
Virginia
$5.21M -$3.02K -35 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.88M -$6.66M -77,336 -56%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.65M -$721K -8,369 -13%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$4.08M +$4.31M +50,000 New
BEI
21
Benjamin Edwards Inc
Missouri
$3.33M -$4.44M -51,582 -56%
PCH
22
PGIM Custom Harvest
New Jersey
$3.18M -$121K -1,408 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.13M +$72.5K +842 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.79M -$958K -11,127 -25%
CA
25
Crumly & Associates
Illinois
$2.77M