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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

171 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$803M
2
NP
2
Nilsine Partners
Colorado
$17M
3
Bank of America
3
Bank of America
North Carolina
$94.6M
4
LPL Financial
4
LPL Financial
California
$51.1M
5
NC
5
NewSquare Capital
Pennsylvania
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
WWA
2
WCG Wealth Advisors
Nevada
$8.03M
3
CA
3
Crumly & Associates
Illinois
$2.82M
4
CAN
4
Cetera Advisor Networks
California
$1.64M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.95M +$243K +3,329 +4%
OC
27
Oppenheimer & Co
New York
$5.86M +$2.18M +29,923 +59%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$5.66M -$2.57M -35,235 -31%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$5.45M -$490K -6,712 -8%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.44M -$250K -3,429 -5%
NA
31
Navellier & Associates
Nevada
$4.22M -$489K -6,705 -10%
MCM
32
Monument Capital Management
Virginia
$3.95M +$3.19M +43,660 +418%
HIIFS
33
Harel Insurance Investments & Financial Services
Israel
$3.93M – – –
CASC
34
Coppell Advisory Solutions Corp
Texas
$3.87M +$3.87M +53,039 New
GIA
35
Gladstone Institutional Advisory
Florida
$3.79M -$106K -1,457 -3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.32M +$1.5M +20,560 +82%
CA
37
Crumly & Associates
Illinois
$2.82M -$2.9M -39,695 -51%
BRWA
38
B. Riley Wealth Advisors
Florida
$2.79M -$1.26M -22,003 -31%
TFA
39
Transamerica Financial Advisors
Florida
$2.78M +$1M +13,753 +56%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.72M +$1.53M +20,952 +128%
CWP
41
Cyndeo Wealth Partners
Florida
$2.65M -$806K -11,050 -23%
TWM
42
TriaGen Wealth Management
California
$2.61M +$83.5K +1,144 +3%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$2.53M +$8.17K +112 +0.3%
HI
44
Harbour Investments
Wisconsin
$2.47M +$298K +4,091 +14%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$2.4M -$305K -4,186 -11%
PPWM
46
Paragon Private Wealth Management
Kentucky
$2.36M +$145K +1,986 +7%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.28M +$52.2K +715 +2%
KAS
48
Kestra Advisory Services
Texas
$2.03M -$87.5K -1,199 -4%
SPWM
49
Schrum Private Wealth Management
Florida
$1.94M +$339K +4,641 +21%
PFS
50
Prospera Financial Services
Texas
$1.93M +$1.14M +15,678 +145%
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