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First Trust Industrials/Producer Durables AlphaDEX Fund

178 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.44B → $1.61B (+$176M)

5.08% more ownership

Funds ownership: 87.86%92.94% (+5.1%)

3% more funds holding

Funds holding: 173178 (+5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 77

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
46
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$734K +$5.88K +100 +0.9%
MWM
77
MinichMacGregor Wealth Management
New York
$714K -$3.04M -51,678 -82%
PFS
78
Prospera Financial Services
Texas
$701K -$11.8K -201 -2%
RIA
79
Realta Investment Advisors
Delaware
$679K -$25.5K -433 -4%
MCM
80
Monument Capital Management
Virginia
$677K +$71.2K +1,211 +13%
TI
81
Truepoint Inc
Ohio
$630K
WDL
82
Well Done LLC
Michigan
$604K -$232K -3,950 -30%
JWCA
83
J.W. Cole Advisors
Florida
$598K +$542K +9,213 New
CF
84
Centaurus Financial
California
$597K +$9.23K +157 +2%
Comerica Bank
85
Comerica Bank
Texas
$593K -$50K -850 -9%
RPGK
86
Retirement Planning Group (Kansas)
Kansas
$593K
OWA
87
Outlook Wealth Advisors
Texas
$582K -$57.7K -981 -10%
SI
88
Stephens Inc
Arkansas
$554K -$5.88K -100 -1%
PSF
89
Pacific Sun Financial
California
$553K -$5.88K -100 -1%
SWP
90
Stratos Wealth Partners
Ohio
$550K +$139K +2,371 +39%
BCM
91
Barometer Capital Management
Ontario, Canada
$532K -$329K -5,600 -41%
CA
92
CoreCap Advisors
Michigan
$520K -$591K -10,049 -56%
LS
93
Leelyn Smith
Illinois
$518K +$470K +7,985 New
TCOO
94
Trust Company of Oklahoma
Oklahoma
$517K -$166K -2,818 -26%
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$485K +$38.2K +649 +10%
AWS
96
Atria Wealth Solutions
New York
$482K -$73.9K -1,256 -14%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$471K +$48.6K +826 +13%
AFG
98
Atomi Financial Group
New York
$468K -$19.9K -339 -4%
CA
99
Cetera Advisors
Colorado
$468K -$32.6K -555 -7%
GLA
100
Great Lakes Advisors
Illinois
$462K +$418K +7,116 New