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First Trust Industrials/Producer Durables AlphaDEX Fund

167 hedge funds and large institutions have $1.6B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 42

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more funds holding

Funds holding: 145167 (+22)

11% more capital invested

Capital invested by funds: $1.44B → $1.6B (+$154M)

0.73% more ownership

Funds ownership: 83.09%83.83% (+0.73%)

Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
66
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$7.09M +$750K +12,349 +12%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$6.5M +$2.04M +33,515 +47%
KAS
28
Kestra Advisory Services
Texas
$6.24M -$23.8K -391 -0.4%
MWM
29
MinichMacGregor Wealth Management
New York
$5.76M -$52.4K -863 -0.9%
NA
30
Navellier & Associates
Nevada
$5.69M -$1.85M -30,419 -25%
PFS
31
Prospera Financial Services
Texas
$5.22M +$60.5K +995 +1%
FEM
32
Fulcrum Equity Management
Texas
$4.72M -$563K -9,271 -11%
CA
33
Crumly & Associates
Illinois
$4.68M +$4.67M +76,788 +1,608%
CA
34
CoreCap Advisors
Michigan
$4.22M +$4.11M +67,638 New
MIAN
35
Mariner Independent Advisor Network
Kansas
$3.68M +$33.5K +552 +0.9%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$3.25M +$369K +6,067 +13%
AAS
37
Avantax Advisory Services
Texas
$3.14M +$55.9K +920 +2%
DADC
38
D.A. Davidson & Co
Montana
$3.04M +$181K +2,981 +7%
HI
39
Harbour Investments
Wisconsin
$3.03M +$402K +6,615 +16%
SWM
40
Spire Wealth Management
Virginia
$2.96M -$1.02M -16,785 -26%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$2.7M -$27K -445 -1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.62M -$178K -2,935 -7%
AP
43
Atwood & Palmer
Missouri
$2.39M -$73.8K -1,215 -3%
NWMG
44
National Wealth Management Group
Ohio
$2.22M +$2.16M +35,493 New
OC
45
Oppenheimer & Co
New York
$2.06M -$862K -14,179 -30%
SPC
46
Sigma Planning Corp
Michigan
$2.05M +$304K +5,002 +18%
MOS
47
MGO One Seven
Ohio
$1.91M -$21.1K -348 -1%
FAIM
48
Financial Advocates Investment Management
Washington
$1.91M -$1.53M -25,147 -45%
TWM
49
TriaGen Wealth Management
California
$1.89M +$15.8K +260 +0.9%
MM
50
Main Management
California
$1.87M