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First Trust Industrials/Producer Durables AlphaDEX Fund

177 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, 45 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 172177 (+5)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$42.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.2% less ownership

Funds ownership: 88.03%87.83% (-0.2%)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
45
Reduced
75
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$5.5M -$158K -2,270 -3%
MCM
27
Monument Capital Management
Virginia
$4.84M +$57.4K +823 +1%
PWS
28
Proactive Wealth Strategies
Georgia
$4.08M -$18.8K -270 -0.5%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.89M +$582K +8,350 +19%
OC
30
Oppenheimer & Co
New York
$3.8M -$650K -9,313 -15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.55M -$108K -1,552 -3%
HI
32
Harbour Investments
Wisconsin
$3.54M +$162K +2,329 +5%
GSWM
33
Greenup Street Wealth Management
Michigan
$3.44M +$264K +3,781 +9%
VAS
34
Vestmark Advisory Solutions
Massachusetts
$3.4M +$1.42M +20,378 +80%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.15M -$1.02M -14,604 -26%
PCH
36
PGIM Custom Harvest
New Jersey
$3.14M +$2.27M +32,604 +334%
Citadel Advisors
37
Citadel Advisors
Florida
$3.06M +$2.19M +31,379 +319%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.77M -$18.9K -271 -0.7%
CA
39
Crumly & Associates
Illinois
$2.55M -$15.9K -228 -0.7%
GS
40
GTS Securities
New York
$2.52M +$2.37M +33,978 New
RIA
41
Regal Investment Advisors
Michigan
$2.5M +$104K +1,486 +5%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$2.47M -$25.5K -365 -1%
TFA
43
Transamerica Financial Advisors
Florida
$2.3M +$21.7K +311 +1%
TWM
44
TriaGen Wealth Management
California
$2.24M +$971K +13,921 +86%
GIA
45
Gladstone Institutional Advisory
Florida
$2.1M -$1M -14,352 -34%
KAS
46
Kestra Advisory Services
Texas
$1.99M +$140K +2,000 +8%
SPWM
47
Schrum Private Wealth Management
Florida
$1.94M
PAG
48
Private Advisor Group
New Jersey
$1.89M -$9.35K -134 -0.5%
MIM
49
MTM Investment Management
South Carolina
$1.86M -$44.4K -637 -2%
SG
50
StoneX Group
New York
$1.85M +$48.2K +691 +3%

FXR Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2025, worth a combined $1.58B — up 2.8% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FXR positions and 13 closed out — a net gain of 5 holders — while 45 added to existing stakes and 75 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.52M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 177 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2025, up from 172 in Q1 2025.
  • Funds reported $1.58B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 18 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2025 and 13 closed out, a net change of +5 holders.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2025 was Envestnet Asset Management, an estimated $2.52M added.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2025 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.