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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

4% more funds holding

Funds holding: 166173 (+7)

2.1% more ownership

Funds ownership: 85.76%87.86% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.45B → $1.44B (-$17.3M)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
66
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
CX Institutional
Indiana
$868K +$905K +15,106 New
DWMG
77
DB Wealth Management Group
California
$838K +$48.9K +816 +6%
BCM
78
Barometer Capital Management
Ontario, Canada
$793K +$24K +400 +3%
KPWS
79
Kestra Private Wealth Services
Texas
$791K +$56.4K +942 +7%
HA
80
HFG Advisors
Ohio
$776K -$8.57K -143 -1%
WDL
81
Well Done LLC
Michigan
$761K +$10.9K +182 +1%
SF
82
Summit Financial
New Jersey
$758K +$8.15K +136 +1%
SFI
83
SPC Financial Inc
Maryland
$727K -$8.03K -134 -1%
CAG
84
Csenge Advisory Group
Florida
$714K +$745K +12,435 New
SAM
85
SignalPoint Asset Management
Missouri
$706K -$16.5K -275 -2%
OIA
86
OneDigital Investment Advisors
Kansas
$705K +$55.1K +919 +8%
RIA
87
Realta Investment Advisors
Delaware
$655K
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$644K +$23.4K +390 +4%
PFS
89
Prospera Financial Services
Texas
$633K -$51K -851 -7%
TCOO
90
Trust Company of Oklahoma
Oklahoma
$620K +$417K +6,962 +182%
Comerica Bank
91
Comerica Bank
Texas
$574K +$599K +9,996 New
OWA
92
Outlook Wealth Advisors
Texas
$572K +$14.1K +236 +2%
TI
93
Truepoint Inc
Ohio
$557K
MCM
94
Monument Capital Management
Virginia
$530K +$45K +751 +9%
RPGK
95
Retirement Planning Group (Kansas)
Kansas
$525K
CF
96
Centaurus Financial
California
$520K +$379K +6,320 +232%
AWS
97
Atria Wealth Solutions
New York
$499K -$423K -7,063 -45%
SI
98
Stephens Inc
Arkansas
$497K
PSF
99
Pacific Sun Financial
California
$495K
AWA
100
Arkadios Wealth Advisors
Georgia
$453K -$56.7K -947 -11%