We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

178 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.44B → $1.61B (+$176M)

5.08% more ownership

Funds ownership: 87.86%92.94% (+5.1%)

3% more funds holding

Funds holding: 173178 (+5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 77

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
46
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$5.38M +$308K +5,230 +7%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.28M -$4.83M -82,196 -50%
CA
28
Crumly & Associates
Illinois
$5.08M -$601K -10,223 -12%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$5.07M -$2.86M -48,647 -38%
BRWA
30
B. Riley Wealth Advisors
Florida
$4.57M +$1.29M +22,003 +45%
NA
31
Navellier & Associates
Nevada
$4.19M +$138K +2,348 +4%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.17M -$2.4M -40,805 -39%
CAN
33
Cetera Advisor Networks
California
$3.85M +$2.22M +37,677 +174%
HIIFS
34
Harel Insurance Investments & Financial Services
Israel
$3.5M
GIA
35
Gladstone Institutional Advisory
Florida
$3.47M -$36.2K -616 -1%
OC
36
Oppenheimer & Co
New York
$3.27M +$954K +16,232 +48%
CWP
37
Cyndeo Wealth Partners
Florida
$3.07M -$4.02M -68,331 -59%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$2.4M +$246K +4,186 +13%
Citadel Advisors
39
Citadel Advisors
Florida
$2.25M +$551K +9,378 +37%
TWM
40
TriaGen Wealth Management
California
$2.25M -$23.1K -392 -1%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.24M -$102K -1,738 -5%
MFG
42
Merit Financial Group
Georgia
$2.04M -$908K -15,437 -33%
CAS
43
Coppell Advisory Solutions
Texas
$2.01M +$523K +8,901 +40%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.98M -$49K -834 -3%
PPWM
45
Paragon Private Wealth Management
Kentucky
$1.97M -$37.8K -643 -2%
MM
46
Main Management
California
$1.95M
HI
47
Harbour Investments
Wisconsin
$1.93M -$31.6K -538 -2%
KAS
48
Kestra Advisory Services
Texas
$1.89M -$1.45M -24,607 -46%
MIM
49
MTM Investment Management
South Carolina
$1.69M
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.62M -$39.2K -667 -3%