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First Trust Industrials/Producer Durables AlphaDEX Fund
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Overview Fund Activity

166 hedge funds and large institutions have $1.45B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
45
Reduced
81
Closed
26
Calls
–
Puts
$300K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$14.8M
2
DADC
2
D.A. Davidson & Co
Montana
$11M
3
CAS
3
Coppell Advisory Solutions
Texas
$4.78M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$40.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$723M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$5.36M 89,150 -26,961 -23%
CA
27
Crumly & Associates
Illinois
$5.26M 87,505 -1,888 -2%
CAS
28
Coppell Advisory Solutions
Texas
$4.78M 80,077 +62,990 +369%
NP
29
Nilsine Partners
Colorado
$4.73M 78,672 +10,452 +15%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.42M 73,526 -95,662 -57%
MWM
31
MinichMacGregor Wealth Management
New York
$4.27M 70,986 -1,630 -2%
NA
32
Navellier & Associates
Nevada
$4.23M 70,400 -1,427 -2%
GA
33
Gateway Advisory
New Jersey
$4.2M 69,849 -678 -1%
AWM
34
AE Wealth Management
Kansas
$3.64M 60,589 -28,436 -32%
Goldman Sachs
35
Goldman Sachs
New York
$3.47M 57,711 +1,505 +3%
GIA
36
Gladstone Institutional Advisory
Florida
$3.3M 54,903 -691 -1%
HIIFS
37
Harel Insurance Investments & Financial Services
Israel
$3.24M 53,900 – –
KAS
38
Kestra Advisory Services
Texas
$2.23M 37,102 +13,366 +56%
TFA
39
Transamerica Financial Advisors
Florida
$2.21M 36,834 +21,397 +139%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.2M 36,543 +13,918 +62%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.13M 35,364 -3,445 -9%
TWM
42
TriaGen Wealth Management
California
$2.01M 33,494 +14,238 +74%
OC
43
Oppenheimer & Co
New York
$1.98M 33,027 +6,923 +27%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.92M 32,003 -1,991 -6%
AAS
45
Avantax Advisory Services
Texas
$1.9M 31,670 -11,845 -27%
HI
46
Harbour Investments
Wisconsin
$1.8M 30,015 +486 +2%
MM
47
Main Management
California
$1.8M 30,000 – –
MFG
48
Merit Financial Group
Georgia
$1.78M 29,621 +29,621 New
PPWM
49
Paragon Private Wealth Management
Kentucky
$1.77M 29,451 -76 -0.3%
SWM
50
Spire Wealth Management
Virginia
$1.64M 27,330 -16 -0.1%
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