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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

171 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$803M
2
NP
2
Nilsine Partners
Colorado
$17M
3
Bank of America
3
Bank of America
North Carolina
$94.6M
4
LPL Financial
4
LPL Financial
California
$51.1M
5
NC
5
NewSquare Capital
Pennsylvania
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
WWA
2
WCG Wealth Advisors
Nevada
$8.03M
3
CA
3
Crumly & Associates
Illinois
$2.82M
4
CAN
4
Cetera Advisor Networks
California
$1.64M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.91M 26,169 +1,834 +8%
MIM
52
MTM Investment Management
South Carolina
$1.9M 26,035 – –
RIA
53
Regal Investment Advisors
Michigan
$1.89M 25,854 +1,306 +5%
SWM
54
Spire Wealth Management
Virginia
$1.8M 24,683 – –
HAM
55
Harmony Asset Management
Arizona
$1.71M 23,369 -347 -1%
CAN
56
Cetera Advisor Networks
California
$1.64M 22,477 -36,854 -62%
DC
57
Davenport & Co
Virginia
$1.42M 19,417 +2,515 +15%
KNW
58
Kesler Norman & Wride
Utah
$1.41M 19,383 +307 +2%
AR
59
Apeiron RIA
Texas
$1.39M 19,032 -553 -3%
SB
60
Strategic Blueprint
Georgia
$1.35M 18,566 +359 +2%
WFA
61
WMG Financial Advisors
Tennessee
$1.34M 18,406 -258 -1%
PWM
62
Purus Wealth Management
California
$1.27M 17,377 -451 -3%
HA
63
HFG Advisors
Ohio
$1.11M 15,281 +35 +0.2%
AAS
64
Avantax Advisory Services
Texas
$1.1M 15,062 -6,346 -30%
TCOO
65
Trust Company of Oklahoma
Oklahoma
$1.09M 14,994 +7,019 +88%
SF
66
Summit Financial
New Jersey
$985K 13,507 +128 +1%
SAM
67
SignalPoint Asset Management
Missouri
$894K 12,259 -16 -0.1%
SFI
68
SPC Financial Inc
Maryland
$889K 12,179 -480 -4%
OWA
69
Outlook Wealth Advisors
Texas
$844K 11,562 +2,583 +29%
CA
70
Cetera Advisors
Colorado
$828K 11,351 +4,134 +57%
RIA
71
Realta Investment Advisors
Delaware
$737K 10,104 -359 -3%
MWM
72
MinichMacGregor Wealth Management
New York
$727K 10,042 -964 -9%
Comerica Bank
73
Comerica Bank
Texas
$719K 9,858 +712 +8%
BCM
74
Barometer Capital Management
Ontario, Canada
$713K 10,400 +2,200 +27%
CF
75
Centaurus Financial
California
$702K 9,621 +416 +5%
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