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First Trust Industrials/Producer Durables AlphaDEX Fund

178 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.44B → $1.61B (+$176M)

5.08% more ownership

Funds ownership: 87.86%92.94% (+5.1%)

3% more funds holding

Funds holding: 173178 (+5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 77

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
46
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$1.59M -$37.3K -635 -3%
TFA
52
Transamerica Financial Advisors
Florida
$1.58M -$1.15M -19,548 -44%
PAG
53
Private Advisor Group
New Jersey
$1.58M +$145K +2,462 +11%
SWM
54
Spire Wealth Management
Virginia
$1.58M -$123K -2,099 -8%
HAM
55
Harmony Asset Management
Arizona
$1.54M +$1.39M +23,716 New
SPWM
56
Schrum Private Wealth Management
Florida
$1.42M -$273K -4,641 -17%
AAS
57
Avantax Advisory Services
Texas
$1.39M -$337K -5,724 -21%
Two Sigma Investments
58
Two Sigma Investments
New York
$1.33M +$1.21M +20,500 New
AR
59
Apeiron RIA
Texas
$1.27M +$18.5K +315 +2%
KNW
60
Kesler Norman & Wride
Utah
$1.24M -$32.8K -557 -3%
WFA
61
WMG Financial Advisors
Tennessee
$1.21M +$79.7K +1,356 +8%
SB
62
Strategic Blueprint
Georgia
$1.18M +$43.2K +734 +4%
PWM
63
Purus Wealth Management
California
$1.16M -$5.88K -100 -0.6%
Goldman Sachs
64
Goldman Sachs
New York
$1.14M -$396K -6,726 -28%
DC
65
Davenport & Co
Virginia
$1.1M -$31.9K -542 -3%
AWM
66
AE Wealth Management
Kansas
$1.06M -$2.08M -35,371 -68%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.06M -$1.46M -24,813 -60%
HA
68
HFG Advisors
Ohio
$989K +$102K +1,741 +13%
DWMG
69
DB Wealth Management Group
California
$986K +$36.2K +615 +4%
CAG
70
Csenge Advisory Group
Florida
$904K +$88.1K +1,498 +12%
SF
71
Summit Financial
New Jersey
$868K +$10.4K +177 +1%
SFI
72
SPC Financial Inc
Maryland
$821K
TRCT
73
Tower Research Capital (TRC)
New York
$811K -$362K -6,154 -33%
OIA
74
OneDigital Investment Advisors
Kansas
$797K +$706 +12 +0.1%
SAM
75
SignalPoint Asset Management
Missouri
$796K -$647 -11 -0.1%