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First Trust Industrials/Producer Durables AlphaDEX Fund

172 hedge funds and large institutions have $1.54B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 87.31%88.03% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less funds holding

Funds holding: 187172 (-15)

10% less capital invested

Capital invested by funds: $1.7B → $1.54B (-$163M)

41% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 74

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $871K

Holders
172
Holders Change
-15
Holders Change %
-8.02%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
44
Reduced
74
Closed
19
Calls
Puts
$871K
Net Calls
-$871K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.32M -$846K -11,343 -13%
MCM
27
Monument Capital Management
Virginia
$4.49M -$79.2K -1,063 -2%
OC
28
Oppenheimer & Co
New York
$4.21M -$755K -10,125 -14%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$3.98M +$7.3K +98 +0.2%
PWS
30
Proactive Wealth Strategies
Georgia
$3.84M -$9.32K -125 -0.2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.43M -$368K -4,943 -9%
HI
32
Harbour Investments
Wisconsin
$3.16M +$800K +10,730 +31%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.07M -$403K -5,401 -11%
GIA
34
Gladstone Institutional Advisory
Florida
$2.97M -$153K -2,048 -5%
GSWM
35
Greenup Street Wealth Management
Michigan
$2.96M +$3.17M +42,528 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.62M -$226K -3,030 -7%
CI
37
CX Institutional
Indiana
$2.56M +$2.74M +36,811 New
CA
38
Crumly & Associates
Illinois
$2.4M -$22.8K -306 -0.9%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.34M -$10.5K -141 -0.4%
RIA
40
Regal Investment Advisors
Michigan
$2.24M +$93.3K +1,252 +4%
TFA
41
Transamerica Financial Advisors
Florida
$2.13M -$93.9K -1,259 -4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.06M -$813K -10,909 -27%
PPWM
43
Paragon Private Wealth Management
Kentucky
$1.84M -$775K -10,399 -28%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.84M
SPWM
45
Schrum Private Wealth Management
Florida
$1.82M
MIM
46
MTM Investment Management
South Carolina
$1.8M -$22.7K -305 -1%
CWP
47
Cyndeo Wealth Partners
Florida
$1.79M +$88.9K +1,193 +5%
PAG
48
Private Advisor Group
New Jersey
$1.78M -$315K -4,219 -14%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$1.77M -$1.69M -22,738 -47%
KAS
50
Kestra Advisory Services
Texas
$1.73M -$45.9K -616 -2%