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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

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.

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.58%
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
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$633M
2
Bank of America
2
Bank of America
North Carolina
$71.1M
3
SAM
3
Secure Asset Management
Michigan
$2.03M
4
NA
4
NewEdge Advisors
Louisiana
$8.33M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Wells Fargo
2
Wells Fargo
California
$107M
3
NC
3
NewSquare Capital
Pennsylvania
$5.84M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.99M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$3.99M 77,460 -177,532 -70%
Stifel Financial
27
Stifel Financial
Missouri
$3.91M 75,984 -56,849 -43%
CI
28
CX Institutional
Indiana
$3.52M 68,320 +7,241 +12%
GA
29
Gateway Advisory
New Jersey
$3.47M 67,393 -1,449 -2%
TRCT
30
Tower Research Capital (TRC)
New York
$3.23M 62,601 +21,432 +52%
AAS
31
Avantax Advisory Services
Texas
$3.17M 61,569 +4,591 +8%
DADC
32
D.A. Davidson & Co
Montana
$3.01M 58,407 +4,419 +8%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3M 58,313 +5,888 +11%
RA
34
RFG Advisory
Alabama
$2.92M 50,201 -19,128 -28%
SPC
35
Sigma Planning Corp
Michigan
$2.71M 52,601 +10,637 +25%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$2.69M 52,183 -18,639 -26%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$2.44M 47,368 -4,603 -9%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.44M 47,290 -36,543 -44%
Goldman Sachs
39
Goldman Sachs
New York
$2.42M 47,050 +19,915 +73%
SAM
40
Secure Asset Management
Michigan
$2.03M 39,382 +39,382 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.91M 37,121 +6,188 +20%
SCA
42
Snowden Capital Advisors
New York
$1.85M 35,988 -844 -2%
TFA
43
Transamerica Financial Advisors
Florida
$1.67M 32,341 -19,322 -37%
OC
44
Oppenheimer & Co
New York
$1.62M 31,386 +2,109 +7%
SG
45
StoneX Group
New York
$1.61M 31,321 +2,336 +8%
HI
46
Harbour Investments
Wisconsin
$1.58M 30,582 -15,968 -34%
PPWM
47
Paragon Private Wealth Management
Kentucky
$1.49M 28,853 +2,605 +10%
KAS
48
Kestra Advisory Services
Texas
$1.47M 28,623 +476 +2%
SPWM
49
Schrum Private Wealth Management
Florida
$1.37M 26,574 -288 -1%
MIM
50
MTM Investment Management
South Carolina
$1.34M 26,035 – –
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