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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

104 hedge funds and large institutions have $253M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
33
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.2M
2
Wells Fargo
2
Wells Fargo
California
$51.7M
3
PVH
3
Psagot Value Holdings
Israel
$11.8M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.31M
5
UBS Group
5
UBS Group
Switzerland
$11.7M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$5.93M
2
NA
2
Navellier & Associates
Nevada
$6.21M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$581K
4
BAM
4
Bellevue Asset Management
Washington
$755K
5
SAM
5
Secure Asset Management
Michigan
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$340K – – –
FEG
52
Financial Enhancement Group
Indiana
$313K +$313K +6,240 New
BFA
53
Beaumont Financial Advisors
Massachusetts
$301K -$123K -2,447 -29%
HIS
54
Harvest Investment Services
Illinois
$294K +$294K +5,877 New
HighTower Advisors
55
HighTower Advisors
Illinois
$293K -$17.8K -356 -6%
HCIA
56
Hochman Cole Investment Advisors
Illinois
$265K – – –
Citigroup
57
Citigroup
New York
$247K +$106K +2,107 +75%
SWM
58
SeaCrest Wealth Management
New York
$238K +$238K +4,738 New
MW
59
Marks Wealth
Maryland
$235K +$235K +4,681 New
FTS
60
Fifth Third Securities
Ohio
$234K -$40.8K -811 -15%
LWM
61
Laidlaw Wealth Management
New York
$226K +$226K +4,503 New
PCH
62
PGIM Custom Harvest
New Jersey
$226K +$226K +4,503 New
SCA
63
Snowden Capital Advisors
New York
$217K +$217K +4,315 New
SAM
64
Secure Asset Management
Michigan
$213K -$150K -2,982 -41%
NA
65
NewEdge Advisors
Louisiana
$211K +$211K +4,201 New
GWM
66
Geneos Wealth Management
Colorado
$183K +$11.8K +209 +7%
APA
67
American Portfolios Advisors
New York
$147K +$4.67K +93 +3%
AWA
68
Arkadios Wealth Advisors
Georgia
$143K +$9.56K +191 +7%
CF
69
Centaurus Financial
California
$131K +$131K +2,613 New
AWM
70
Accel Wealth Management
Iowa
$124K +$124K +2,476 New
CFGS
71
Concourse Financial Group Securities
Alabama
$120K +$21.7K +435 +22%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$101K – – –
FFA
73
Founders Financial Alliance
North Carolina
$96K +$50 +1 +0.1%
ASN
74
Advisory Services Network
Georgia
$91K +$7.52K +150 +9%
SPIA
75
Steward Partners Investment Advisory
New York
$82K – – –
1 2
3
4 5