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First Trust Industrials/Producer Durables AlphaDEX Fund

159 hedge funds and large institutions have $1.18B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.81% more ownership

Funds ownership: 82.9%83.71% (+0.81%)

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

18% less capital invested

Capital invested by funds: $1.43B → $1.18B (-$253M)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
53
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Navellier & Associates
Nevada
$4.98M +$402K +7,642 +8%
CA
27
Crumly & Associates
Illinois
$4.81M +$1.19M +22,701 +29%
MWM
28
MinichMacGregor Wealth Management
New York
$4.58M +$11.5K +219 +0.2%
HighTower Advisors
29
HighTower Advisors
Illinois
$4.47M -$189K -3,595 -4%
RA
30
RFG Advisory
Alabama
$4.42M +$4.37M +83,070 New
CI
31
CX Institutional
Indiana
$4.18M +$4.57M +86,863 New
Goldman Sachs
32
Goldman Sachs
New York
$3.08M +$962K +18,291 +40%
PFS
33
Prospera Financial Services
Texas
$2.94M -$967K -18,376 -23%
AAS
34
Avantax Advisory Services
Texas
$2.89M +$59.9K +1,138 +2%
DADC
35
D.A. Davidson & Co
Montana
$2.69M -$105K -2,000 -3%
TFA
36
Transamerica Financial Advisors
Florida
$2.52M +$2.71M +51,570 +6,320%
SWM
37
Spire Wealth Management
Virginia
$2.44M -$582K -11,073 -18%
HI
38
Harbour Investments
Wisconsin
$2.24M +$2.45M +46,550 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.16M +$54.3K +1,032 +2%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.04M -$697K -13,253 -24%
FEM
41
Fulcrum Equity Management
Texas
$1.92M +$318K +6,052 +18%
AP
42
Atwood & Palmer
Missouri
$1.82M -$58.8K -1,117 -3%
IA
43
IFP Advisors
Florida
$1.8M
SPC
44
Sigma Planning Corp
Michigan
$1.75M +$332K +6,312 +21%
KAS
45
Kestra Advisory Services
Texas
$1.7M -$4.15M -78,830 -69%
SG
46
StoneX Group
New York
$1.64M -$50K -950 -3%
OC
47
Oppenheimer & Co
New York
$1.53M -$1.42M -27,088 -46%
MOS
48
MGO One Seven
Ohio
$1.46M -$8K -152 -0.5%
CA
49
CoreCap Advisors
Michigan
$1.45M -$669K -12,723 -30%
MM
50
Main Management
California
$1.44M