We are live on ! Find out more
FXR icon

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
CAN
76
Cetera Advisor Networks
California
$577K -$43.1K -844 -6%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$554K +$46.3K +908 +8%
WWM
78
Western Wealth Management
Colorado
$548K -$5.1K -100 -0.8%
PFA
79
Pinnacle Family Advisors
Missouri
$507K -$109K -2,139 -16%
QCIG
80
Quad-Cities Investment Group
Iowa
$492K -$55.8K -1,094 -9%
AWA
81
Arkadios Wealth Advisors
Georgia
$483K -$118K -2,323 -18%
Jane Street
82
Jane Street
New York
$482K -$175K -3,431 -25%
RIA
83
Realta Investment Advisors
Delaware
$478K +$51 +1 +0%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$477K +$530K +10,383 New
DC
85
Davenport & Co
Virginia
$453K +$503K +9,869 New
RPGK
86
Retirement Planning Group (Kansas)
Kansas
$426K +$27K +530 +6%
Citigroup
87
Citigroup
New York
$424K +$105K +2,067 +29%
PSF
88
Pacific Sun Financial
California
$419K
LFAS
89
Level Four Advisory Services
Texas
$419K +$40.8K +800 +10%
SWM
90
Spire Wealth Management
Virginia
$410K -$2.14M -41,865 -82%
DAS
91
Dynamic Advisor Solutions
Arizona
$400K +$444K +8,702 New
SI
92
Stephens Inc
Arkansas
$398K
IA
93
IFG Advisory
Georgia
$390K +$7.4K +145 +2%
SEP
94
Southland Equity Partners
Missouri
$375K -$113K -2,219 -21%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$346K -$187K -3,670 -33%
GIA
96
Gladstone Institutional Advisory
Florida
$340K -$621K -12,165 -62%
UCFA
97
United Capital Financial Advisors
Texas
$287K
NWMG
98
National Wealth Management Group
Ohio
$281K -$49.1K -962 -14%
PA
99
PFG Advisors
Arizona
$266K -$28.1K -551 -9%
PWA
100
PCG Wealth Advisors
Kansas
$265K +$291K +5,708 New