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First Trust Industrials/Producer Durables AlphaDEX Fund

181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

13% more funds holding

Funds holding: 160181 (+21)

10% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$123M)

0.05% less ownership

Funds ownership: 85.39%85.34% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Crumly & Associates
Illinois
$4.97M -$129K -2,342 -3%
AWM
27
AE Wealth Management
Kansas
$4.95M +$3.69M +66,837 +301%
DADC
28
D.A. Davidson & Co
Montana
$4.26M +$1.02M +18,369 +31%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$4.13M -$176K -3,184 -4%
MWM
30
MinichMacGregor Wealth Management
New York
$4.03M -$800K -14,479 -17%
NA
31
Navellier & Associates
Nevada
$3.99M +$3.97M +71,827 New
GA
32
Gateway Advisory
New Jersey
$3.92M +$173K +3,134 +5%
NP
33
Nilsine Partners
Colorado
$3.79M +$3.77M +68,220 New
JP Morgan Chase
34
JP Morgan Chase
New York
$3.22M +$3.19M +57,682 +16,916%
Goldman Sachs
35
Goldman Sachs
New York
$3.12M +$506K +9,156 +19%
GIA
36
Gladstone Institutional Advisory
Florida
$3.09M +$2.78M +50,303 +951%
HIIFS
37
Harel Insurance Investments & Financial Services
Israel
$2.99M +$2.98M +53,900 New
TRCT
38
Tower Research Capital (TRC)
New York
$2.59M -$885K -16,017 -26%
AAS
39
Avantax Advisory Services
Texas
$2.42M -$998K -18,054 -29%
SPC
40
Sigma Planning Corp
Michigan
$2.37M -$554K -10,025 -19%
RA
41
RFG Advisory
Alabama
$2.33M -$459K -8,298 -17%
FTUS
42
Flow Traders U.S.
New York
$2.17M +$1.08M +19,454 +99%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$2.16M +$93.3K +1,688 +5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$2.03M -$1.2M -21,699 -37%
SAM
45
Secure Asset Management
Michigan
$2.03M -$158K -2,856 -7%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.89M -$735K -13,296 -28%
MM
47
Main Management
California
$1.67M +$1.66M +30,000 New
HI
48
Harbour Investments
Wisconsin
$1.64M -$58.2K -1,053 -3%
PPWM
49
Paragon Private Wealth Management
Kentucky
$1.64M +$37.3K +674 +2%
SWM
50
Spire Wealth Management
Virginia
$1.52M +$384K +6,954 +34%