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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.59B → $1.71B (+$123M)

2% more funds holding

Funds holding: 170173 (+3)

0.23% less ownership

Funds ownership: 86.09%85.87% (-0.23%)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
44
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$5.37M -$806K -11,307 -14%
MCM
27
Monument Capital Management
Virginia
$5.09M -$193K -2,702 -4%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$4.53M -$762K -10,695 -15%
PWS
29
Proactive Wealth Strategies
Georgia
$4.21M +$3.96M +55,503 New
GIA
30
Gladstone Institutional Advisory
Florida
$3.9M +$93.8K +1,316 +3%
VAS
31
Vestmark Advisory Solutions
Massachusetts
$3.62M -$2.84M -39,834 -45%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.48M -$973K -13,644 -23%
SPWM
33
Schrum Private Wealth Management
Florida
$3.26M +$1.17M +16,470 +62%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.02M -$246K -3,449 -8%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3M -$219K -3,078 -7%
HI
36
Harbour Investments
Wisconsin
$2.75M +$53.8K +755 +2%
NA
37
Navellier & Associates
Nevada
$2.74M -$803K -11,267 -24%
TWM
38
TriaGen Wealth Management
California
$2.73M +$1.64K +23 +0.1%
CA
39
Crumly & Associates
Illinois
$2.71M -$34.6K -485 -1%
PPWM
40
Paragon Private Wealth Management
Kentucky
$2.68M +$96.7K +1,356 +4%
Jane Street
41
Jane Street
New York
$2.65M +$635K +8,914 +34%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.62M +$16.4K +230 +0.7%
TFA
43
Transamerica Financial Advisors
Florida
$2.58M -$289K -4,060 -11%
Goldman Sachs
44
Goldman Sachs
New York
$2.34M +$2.21M +30,952 New
RIA
45
Regal Investment Advisors
Michigan
$2.21M +$208K +2,916 +11%
PAG
46
Private Advisor Group
New Jersey
$2.2M +$146K +2,055 +8%
CAS
47
Coppell Advisory Solutions
Texas
$2.17M -$250K -3,502 -11%
CWP
48
Cyndeo Wealth Partners
Florida
$2.15M -$97K -1,361 -5%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.14M
MIM
50
MTM Investment Management
South Carolina
$1.96M