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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

102 hedge funds and large institutions have $239M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
22
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$14.7M
2
NA
2
Navellier & Associates
Nevada
$12M
3
SW
3
SkyOak Wealth
Michigan
$3.7M
4
Truist Financial
4
Truist Financial
North Carolina
$3.35M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.51M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.6M
2
UBS Group
2
UBS Group
Switzerland
$20.4M
3
Wells Fargo
3
Wells Fargo
California
$43.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
ACM
5
AlphaStar Capital Management
North Carolina
$737K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.1M 24,378 -6,899 -22%
Citadel Advisors
27
Citadel Advisors
Florida
$1.03M 22,800 -6,214 -21%
UCFA
28
United Capital Financial Advisors
Texas
$992K 21,991 +1,620 +8%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$975K 21,615 +21,615 New
CWM
30
Cornerstone Wealth Management
Missouri
$969K 21,480 – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$968K 21,465 +11,279 +111%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$949K 21,036 +632 +3%
Goldman Sachs
33
Goldman Sachs
New York
$943K 20,898 – –
VWM
34
Venturi Wealth Management
Texas
$903K 20,000 – –
DADC
35
D.A. Davidson & Co
Montana
$769K 17,035 – –
CS
36
Credit Suisse
Switzerland
$768K 17,016 +4,205 +33%
LFAS
37
Level Four Advisory Services
Texas
$750K 16,668 -15,669 -48%
ACM
38
AlphaStar Capital Management
North Carolina
$737K 16,331 -36,800 -69%
AG
39
Advisor Group
Arizona
$726K 16,111 -1,216 -7%
SAM
40
SignalPoint Asset Management
Missouri
$628K 13,923 -35 -0.3%
DBRC
41
D.B. Root & Company
Pennsylvania
$614K 13,624 +304 +2%
RIA
42
Regal Investment Advisors
Michigan
$609K 13,495 -606 -4%
SS
43
Sunbelt Securities
Texas
$563K 12,475 -1,155 -8%
CA
44
Cetera Advisors
Colorado
$501K 11,046 +11,046 New
AWM
45
AE Wealth Management
Kansas
$491K 10,877 +10,877 New
MML Investors Services
46
MML Investors Services
Massachusetts
$468K 10,380 -303 -3%
Millennium Management
47
Millennium Management
New York
$460K 10,188 +10,188 New
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$454K 10,062 -1,060 -10%
RFM
49
Royal Fund Management
Florida
$440K 9,770 +9,746 +40,608%
EWA
50
EP Wealth Advisors
California
$434K 9,610 -715 -7%
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