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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

174 hedge funds and large institutions have $1.58B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 13 closing their positions.

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
44
Reduced
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.65M
2
GS
2
GTS Securities
New York
$2.52M
3
PCH
3
PGIM Custom Harvest
New Jersey
$3.14M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
VAS
5
Vestmark Advisory Solutions
Massachusetts
$3.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$75.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$763M
3
Wells Fargo
3
Wells Fargo
California
$138M
4
LPL Financial
4
LPL Financial
California
$44.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.5M 74,136 -2,270 -3%
MCM
27
Monument Capital Management
Virginia
$4.84M 65,259 +823 +1%
PWS
28
Proactive Wealth Strategies
Georgia
$4.08M 54,911 -270 -0.5%
OC
29
Oppenheimer & Co
New York
$3.8M 51,185 -9,313 -15%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.74M 50,017 +5,913 +13%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.55M 47,769 -1,552 -3%
HI
32
Harbour Investments
Wisconsin
$3.54M 47,725 +2,329 +5%
GSWM
33
Greenup Street Wealth Management
Michigan
$3.44M 46,309 +3,781 +9%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$3.4M 45,844 +20,378 +80%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.15M 42,495 -14,604 -26%
PCH
36
PGIM Custom Harvest
New Jersey
$3.14M 42,364 +32,604 +334%
Citadel Advisors
37
Citadel Advisors
Florida
$3.06M 41,209 +31,379 +319%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.77M 37,304 -271 -0.7%
CA
39
Crumly & Associates
Illinois
$2.55M 34,306 -228 -0.7%
GS
40
GTS Securities
New York
$2.52M 33,978 +33,978 New
RIA
41
Regal Investment Advisors
Michigan
$2.5M 33,688 +1,486 +5%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.47M 33,276 -365 -1%
TFA
43
Transamerica Financial Advisors
Florida
$2.3M 30,926 +311 +1%
TWM
44
TriaGen Wealth Management
California
$2.24M 30,180 +13,921 +86%
GIA
45
Gladstone Institutional Advisory
Florida
$2.1M 28,270 -14,352 -34%
KAS
46
Kestra Advisory Services
Texas
$1.99M 26,800 +2,000 +8%
SPWM
47
Schrum Private Wealth Management
Florida
$1.94M 26,163 – –
PAG
48
Private Advisor Group
New Jersey
$1.89M 25,445 -134 -0.5%
MIM
49
MTM Investment Management
South Carolina
$1.86M 25,093 -637 -2%
SG
50
StoneX Group
New York
$1.85M 24,984 +691 +3%
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