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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

4% more funds holding

Funds holding: 166173 (+7)

2.1% more ownership

Funds ownership: 85.76%87.86% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.45B → $1.44B (-$17.3M)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
66
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$6.64M -$137K -2,279 -2%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.04M +$960K +16,021 +18%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.95M -$1.45M -24,176 -19%
CA
29
Crumly & Associates
Illinois
$5.08M +$61.1K +1,020 +1%
VAS
30
Vestmark Advisory Solutions
Massachusetts
$4.46M +$4.65M +77,694 New
GA
31
Gateway Advisory
New Jersey
$4.11M +$98K +1,635 +2%
MWM
32
MinichMacGregor Wealth Management
New York
$3.6M -$497K -8,302 -12%
NA
33
Navellier & Associates
Nevada
$3.57M -$492K -8,204 -12%
IPW
34
IronBridge Private Wealth
Texas
$3.43M +$3.58M +59,805 New
GIA
35
Gladstone Institutional Advisory
Florida
$3.1M -$51.4K -858 -2%
HIIFS
36
Harel Insurance Investments & Financial Services
Israel
$3.1M
KAS
37
Kestra Advisory Services
Texas
$3.08M +$993K +16,574 +45%
AWM
38
AE Wealth Management
Kansas
$2.97M -$530K -8,850 -15%
BRWA
39
B. Riley Wealth Advisors
Florida
$2.79M -$2.6M -43,341 -47%
MFG
40
Merit Financial Group
Georgia
$2.69M +$1.03M +17,274 +58%
Mariner
41
Mariner
Kansas
$2.64M +$2.75M +45,952 New
TFA
42
Transamerica Financial Advisors
Florida
$2.52M +$425K +7,099 +19%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$2.36M +$2.47M +41,146 New
Jane Street
44
Jane Street
New York
$2.23M +$829K +13,838 +55%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.08M -$17K -284 -0.8%
TWM
46
TriaGen Wealth Management
California
$2.01M +$91.4K +1,526 +5%
OC
47
Oppenheimer & Co
New York
$1.96M +$65.5K +1,094 +3%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.89M +$1.97M +32,884 New
HighTower Advisors
49
HighTower Advisors
Illinois
$1.8M -$39.3K -656 -2%
PPWM
50
Paragon Private Wealth Management
Kentucky
$1.78M +$95.4K +1,592 +5%