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First Trust Industrials/Producer Durables AlphaDEX Fund

151 hedge funds and large institutions have $1.16B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.15% more ownership

Funds ownership: 83.71%84.86% (+1.1%)

1% less capital invested

Capital invested by funds: $1.18B → $1.16B (-$14.2M)

5% less funds holding

Funds holding: 159151 (-8)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
53
Reduced
64
Closed
15
Calls
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
51
Onyx Bridge Wealth Group
New York
$1.27M +$571K +11,202 +71%
CA
52
CoreCap Advisors
Michigan
$1.25M -$147K -2,880 -10%
Goldman Sachs
53
Goldman Sachs
New York
$1.25M -$1.88M -36,888 -58%
SPWM
54
Schrum Private Wealth Management
Florida
$1.23M -$24.3K -476 -2%
MIM
55
MTM Investment Management
South Carolina
$1.2M
KPWS
56
Kestra Private Wealth Services
Texas
$1.16M -$16K -313 -1%
AR
57
Apeiron RIA
Texas
$1.11M -$4.44K -87 -0.4%
PAG
58
Private Advisor Group
New Jersey
$1.06M -$55.9K -1,096 -5%
AWS
59
Atria Wealth Solutions
New York
$1.06M +$36.3K +711 +3%
WFA
60
WMG Financial Advisors
Tennessee
$1.02M +$104K +2,035 +10%
RIA
61
Regal Investment Advisors
Michigan
$978K -$252K -4,932 -19%
TWM
62
TriaGen Wealth Management
California
$876K -$55.7K -1,091 -5%
AWM
63
AE Wealth Management
Kansas
$867K +$146K +2,863 +18%
Prudential Financial
64
Prudential Financial
New Jersey
$854K +$664K +13,024 +289%
PWM
65
Purus Wealth Management
California
$830K +$281K +5,500 +44%
TLFA
66
True Link Financial Advisors
California
$746K
OIA
67
OneDigital Investment Advisors
Kansas
$728K +$9.13K +179 +1%
FTUS
68
Flow Traders U.S.
New York
$724K -$236K -4,636 -23%
DWMG
69
DB Wealth Management Group
California
$717K -$14.9K -292 -2%
KNW
70
Kesler Norman & Wride
Utah
$700K +$778K +15,243 New
HA
71
HFG Advisors
Ohio
$696K +$25.2K +494 +3%
SFI
72
SPC Financial Inc
Maryland
$663K -$16K -314 -2%
SAM
73
SignalPoint Asset Management
Missouri
$661K -$969 -19 -0.1%
Citadel Advisors
74
Citadel Advisors
Florida
$621K -$4.63M -90,750 -87%
WDL
75
Well Done LLC
Michigan
$585K