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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

175 hedge funds and large institutions have $1.58B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+3
Holders Change %
+1.74%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
44
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.65M
2
GS
GTS Securities
New York
$2.52M
3
PCH
PGIM Custom Harvest
New Jersey
$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
$3.06M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$3.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$75.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$763M
3
Wells Fargo
Wells Fargo
California
$138M
4
LPL Financial
LPL Financial
California
$44.3M
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.5M -$168K -2,270 -3%
MCM
27
Monument Capital Management
Virginia
$4.84M +$61.1K +823 +1%
PWS
28
Proactive Wealth Strategies
Georgia
$4.08M -$20K -270 -0.5%
OC
29
Oppenheimer & Co
New York
$3.8M -$691K -9,313 -15%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.74M +$442K +5,913 +13%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.55M -$115K -1,552 -3%
HI
32
Harbour Investments
Wisconsin
$3.54M +$173K +2,329 +5%
GSWM
33
Greenup Street Wealth Management
Michigan
$3.44M +$281K +3,781 +9%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$3.4M +$1.51M +20,378 +80%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.15M -$1.08M -14,604 -26%
PCH
36
PGIM Custom Harvest
New Jersey
$3.14M +$2.42M +32,604 +334%
Citadel Advisors
37
Citadel Advisors
Florida
$3.06M +$2.33M +31,379 +319%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.77M -$20.1K -271 -0.7%
CA
39
Crumly & Associates
Illinois
$2.55M -$16.9K -228 -0.7%
GS
40
GTS Securities
New York
$2.52M +$2.52M +33,978 New
RIA
41
Regal Investment Advisors
Michigan
$2.5M +$110K +1,486 +5%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.47M -$27.1K -365 -1%
TFA
43
Transamerica Financial Advisors
Florida
$2.3M +$23.1K +311 +1%
TWM
44
TriaGen Wealth Management
California
$2.24M +$1.03M +13,921 +86%
GIA
45
Gladstone Institutional Advisory
Florida
$2.1M -$1.07M -14,352 -34%
KAS
46
Kestra Advisory Services
Texas
$1.99M +$148K +2,000 +8%
SPWM
47
Schrum Private Wealth Management
Florida
$1.94M – – –
PAG
48
Private Advisor Group
New Jersey
$1.89M -$9.95K -134 -0.5%
MIM
49
MTM Investment Management
South Carolina
$1.86M -$47.3K -637 -2%
SG
50
StoneX Group
New York
$1.85M +$51.3K +691 +3%
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