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First Trust Industrials/Producer Durables AlphaDEX Fund

151 hedge funds and large institutions have $1.16B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.15% more ownership

Funds ownership: 83.71%84.86% (+1.1%)

1% less capital invested

Capital invested by funds: $1.18B → $1.16B (-$14.2M)

5% less funds holding

Funds holding: 159151 (-8)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
53
Reduced
64
Closed
15
Calls
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MinichMacGregor Wealth Management
New York
$4.11M -$283K -5,552 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.85M -$462K -9,061 -10%
RA
28
RFG Advisory
Alabama
$3.51M -$701K -13,741 -17%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$3.25M +$2.47M +48,387 +216%
GA
30
Gateway Advisory
New Jersey
$3.16M +$3.51M +68,842 New
CI
31
CX Institutional
Indiana
$2.81M -$1.32M -25,784 -30%
AAS
32
Avantax Advisory Services
Texas
$2.62M -$152K -2,988 -5%
DADC
33
D.A. Davidson & Co
Montana
$2.48M -$100K -1,969 -4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.41M +$386K +7,560 +17%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.39M +$488K +9,568 +23%
TFA
36
Transamerica Financial Advisors
Florida
$2.37M -$36.9K -723 -1%
HI
37
Harbour Investments
Wisconsin
$2.24M
SPC
38
Sigma Planning Corp
Michigan
$1.93M +$287K +5,619 +15%
TRCT
39
Tower Research Capital (TRC)
New York
$1.89M +$1.02M +20,090 +95%
IA
40
IFP Advisors
Florida
$1.86M +$66.8K +1,309 +3%
AP
41
Atwood & Palmer
Missouri
$1.74M +$765 +15 +0%
SCA
42
Snowden Capital Advisors
New York
$1.69M +$874K +17,134 +87%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$1.54M +$987K +19,356 +137%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.42M +$92.9K +1,822 +6%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.41M +$970K +19,012 +165%
MM
46
Main Management
California
$1.38M
OC
47
Oppenheimer & Co
New York
$1.34M -$128K -2,512 -8%
SG
48
StoneX Group
New York
$1.33M -$256K -5,025 -15%
PPWM
49
Paragon Private Wealth Management
Kentucky
$1.3M +$52.7K +1,033 +4%
KAS
50
Kestra Advisory Services
Texas
$1.29M -$367K -7,204 -20%