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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
PWM
76
Purus Wealth Management
California
$886K -$18K -325 -2%
CA
77
Cetera Advisors
Colorado
$878K +$458K +8,280 +110%
TFA
78
Transamerica Financial Advisors
Florida
$858K -$934K -16,904 -52%
HA
79
HFG Advisors
Ohio
$843K +$55 +1 +0%
FAIM
80
Financial Advocates Investment Management
Washington
$827K +$774 +14 +0.1%
CIBC World Market
81
CIBC World Market
Ontario, Canada
$824K +$820K +14,827 New
SFI
82
SPC Financial Inc
Maryland
$798K +$3.81K +69 +0.5%
DWMG
83
DB Wealth Management Group
California
$765K
FEM
84
Fulcrum Equity Management
Texas
$745K +$742K +13,420 New
WDL
85
Well Done LLC
Michigan
$725K +$18K +325 +3%
SAM
86
SignalPoint Asset Management
Missouri
$707K -$3.43K -62 -0.5%
LFAS
87
Level Four Advisory Services
Texas
$704K +$248K +4,490 +55%
BCM
88
Barometer Capital Management
Ontario, Canada
$700K +$697K +12,600 New
PFS
89
Prospera Financial Services
Texas
$677K -$12.5K -227 -2%
MOS
90
MGO One Seven
Ohio
$677K -$719K -13,001 -52%
Wealthfront Advisers
91
Wealthfront Advisers
California
$660K +$341K +6,168 +108%
AWM
92
Apollon Wealth Management
South Carolina
$657K +$653K +11,819 New
OIA
93
OneDigital Investment Advisors
Kansas
$654K -$40.4K -730 -6%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$626K -$750K -13,563 -55%
RIA
95
Realta Investment Advisors
Delaware
$601K +$829 +15 +0.1%
DAS
96
Dynamic Advisor Solutions
Arizona
$550K +$15.6K +283 +3%
RPGK
97
Retirement Planning Group (Kansas)
Kansas
$515K
AWA
98
Arkadios Wealth Advisors
Georgia
$496K +$50.2K +909 +11%
SI
99
Stephens Inc
Arkansas
$481K
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$471K +$51.8K +937 +12%