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First Trust Industrials/Producer Durables AlphaDEX Fund

160 hedge funds and large institutions have $1.26B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$101M)

6% more funds holding

Funds holding: 151160 (+9)

0.53% more ownership

Funds ownership: 84.86%85.39% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
51
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
76
DB Wealth Management Group
California
$709K -$93.9K -1,843 -12%
AWS
77
Atria Wealth Solutions
New York
$697K -$487K -9,551 -41%
SAM
78
SignalPoint Asset Management
Missouri
$658K -$81.8K -1,605 -11%
WDL
79
Well Done LLC
Michigan
$655K
OIA
80
OneDigital Investment Advisors
Kansas
$644K -$170K -3,340 -21%
PFS
81
Prospera Financial Services
Texas
$640K +$633K +12,422 New
JMPWA
82
JP Morgan Private Wealth Advisors
California
$606K +$70.1K +1,377 +13%
FFA
83
Farther Finance Advisors
California
$557K +$551K +10,823 New
RIA
84
Realta Investment Advisors
Delaware
$557K +$20.5K +402 +4%
PFA
85
Pinnacle Family Advisors
Missouri
$549K -$18.2K -358 -3%
DAS
86
Dynamic Advisor Solutions
Arizona
$496K +$46.9K +921 +11%
IWM
87
Iams Wealth Management
Nebraska
$486K +$480K +9,429 New
DC
88
Davenport & Co
Virginia
$483K -$25.3K -497 -5%
RPGK
89
Retirement Planning Group (Kansas)
Kansas
$478K
QCIG
90
Quad-Cities Investment Group
Iowa
$459K -$92.2K -1,811 -17%
RFWA
91
RPg Family Wealth Advisory
Massachusetts
$454K +$449K +8,811 New
PSF
92
Pacific Sun Financial
California
$449K -$20.4K -400 -4%
SI
93
Stephens Inc
Arkansas
$446K
IA
94
IFG Advisory
Georgia
$434K -$3.26K -64 -0.8%
LFAS
95
Level Four Advisory Services
Texas
$422K -$46.9K -921 -10%
AWA
96
Arkadios Wealth Advisors
Georgia
$413K -$127K -2,494 -24%
SEP
97
Southland Equity Partners
Missouri
$409K -$11.2K -220 -3%
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$389K +$384K +7,543 New
CA
99
Cetera Advisors
Colorado
$388K +$383K +7,528 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$376K -$11.3K -222 -3%