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First Trust Industrials/Producer Durables AlphaDEX Fund

160 hedge funds and large institutions have $1.26B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$101M)

6% more funds holding

Funds holding: 151160 (+9)

0.53% more ownership

Funds ownership: 84.86%85.39% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
51
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$3.99M -$9.04M -177,532 -70%
Stifel Financial
27
Stifel Financial
Missouri
$3.91M -$2.9M -56,849 -43%
CI
28
CX Institutional
Indiana
$3.52M +$369K +7,241 +12%
GA
29
Gateway Advisory
New Jersey
$3.47M -$73.8K -1,449 -2%
TRCT
30
Tower Research Capital (TRC)
New York
$3.23M +$1.09M +21,432 +52%
AAS
31
Avantax Advisory Services
Texas
$3.17M +$234K +4,591 +8%
DADC
32
D.A. Davidson & Co
Montana
$3.01M +$225K +4,419 +8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3M +$300K +5,888 +11%
RA
34
RFG Advisory
Alabama
$2.92M -$974K -19,128 -28%
SPC
35
Sigma Planning Corp
Michigan
$2.71M +$542K +10,637 +25%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.69M -$949K -18,639 -26%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.44M -$234K -4,603 -9%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.44M -$1.86M -36,543 -44%
Goldman Sachs
39
Goldman Sachs
New York
$2.42M +$1.01M +19,915 +73%
SAM
40
Secure Asset Management
Michigan
$2.03M +$2.01M +39,382 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.91M +$315K +6,188 +20%
SCA
42
Snowden Capital Advisors
New York
$1.85M -$43K -844 -2%
TFA
43
Transamerica Financial Advisors
Florida
$1.67M -$984K -19,322 -37%
OC
44
Oppenheimer & Co
New York
$1.62M +$107K +2,109 +7%
SG
45
StoneX Group
New York
$1.61M +$119K +2,336 +8%
HI
46
Harbour Investments
Wisconsin
$1.58M -$813K -15,968 -34%
PPWM
47
Paragon Private Wealth Management
Kentucky
$1.49M +$133K +2,605 +10%
KAS
48
Kestra Advisory Services
Texas
$1.47M +$24.2K +476 +2%
SPWM
49
Schrum Private Wealth Management
Florida
$1.37M -$14.7K -288 -1%
MIM
50
MTM Investment Management
South Carolina
$1.34M