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First Trust Industrials/Producer Durables AlphaDEX Fund

181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

13% more funds holding

Funds holding: 160181 (+21)

10% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$123M)

0.05% less ownership

Funds ownership: 85.39%85.34% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
51
Schrum Private Wealth Management
Florida
$1.48M
OC
52
Oppenheimer & Co
New York
$1.45M -$292K -5,282 -17%
MIM
53
MTM Investment Management
South Carolina
$1.45M
WFA
54
WMG Financial Advisors
Tennessee
$1.4M +$144K +2,606 +11%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.38M -$1.51M -27,316 -52%
CAN
56
Cetera Advisor Networks
California
$1.37M +$201K +3,639 +17%
Jane Street
57
Jane Street
New York
$1.34M +$101K +1,828 +8%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$1.33M +$68.2K +1,233 +5%
KAS
59
Kestra Advisory Services
Texas
$1.32M -$270K -4,887 -17%
PFA
60
Pinnacle Family Advisors
Missouri
$1.3M +$700K +12,661 +119%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.26M -$1.37M -24,743 -52%
AR
62
Apeiron RIA
Texas
$1.25M -$89.4K -1,618 -7%
PAG
63
Private Advisor Group
New Jersey
$1.24M +$18.7K +338 +2%
SCA
64
Snowden Capital Advisors
New York
$1.22M -$779K -14,089 -39%
RIA
65
Regal Investment Advisors
Michigan
$1.21M -$20.3K -367 -2%
KPWS
66
Kestra Private Wealth Services
Texas
$1.17M -$38.6K -699 -3%
Millennium Management
67
Millennium Management
New York
$1.12M +$1.12M +20,199 New
KNW
68
Kesler Norman & Wride
Utah
$1.09M -$48.1K -870 -4%
TWM
69
TriaGen Wealth Management
California
$1.07M +$6.14K +111 +0.6%
AWS
70
Atria Wealth Solutions
New York
$1.07M +$315K +5,701 +42%
Citadel Advisors
71
Citadel Advisors
Florida
$1.06M +$659K +11,927 +167%
DC
72
Davenport & Co
Virginia
$990K +$467K +8,449 +90%
CAS
73
Coppell Advisory Solutions
Texas
$931K -$278K -5,037 -23%
CASC
74
Coppell Advisory Solutions Corp
Texas
$931K -$278K -5,037 -23%
TLFA
75
True Link Financial Advisors
California
$901K