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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

171 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$803M
2
NP
2
Nilsine Partners
Colorado
$17M
3
Bank of America
3
Bank of America
North Carolina
$94.6M
4
LPL Financial
4
LPL Financial
California
$51.1M
5
NC
5
NewSquare Capital
Pennsylvania
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
WWA
2
WCG Wealth Advisors
Nevada
$8.03M
3
CA
3
Crumly & Associates
Illinois
$2.82M
4
CAN
4
Cetera Advisor Networks
California
$1.64M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
76
Well Done LLC
Michigan
$679K – – –
JWCA
77
J.W. Cole Advisors
Florida
$673K +$511 +7 +0.1%
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$667K – – –
PSF
79
Pacific Sun Financial
California
$622K – – –
LS
80
Leelyn Smith
Illinois
$607K +$24.5K +336 +4%
AFG
81
Atomi Financial Group
New York
$551K +$24K +329 +5%
CA
82
CoreCap Advisors
Michigan
$537K -$48K -658 -8%
GLA
83
Great Lakes Advisors
Illinois
$517K -$2.19K -30 -0.4%
PAG
84
Private Advisory Group
Washington
$494K +$36.7K +503 +8%
SEP
85
Southland Equity Partners
Missouri
$465K -$41.8K -573 -8%
SI
86
Stephens Inc
Arkansas
$465K -$159K -2,180 -26%
AWS
87
Atria Wealth Solutions
New York
$461K -$81.4K -1,115 -15%
AWA
88
Arkadios Wealth Advisors
Georgia
$448K -$50.8K -696 -10%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$448K -$81.7K -1,120 -15%
QCIG
90
Quad-Cities Investment Group
Iowa
$436K -$26.9K -369 -6%
PCH
91
PGIM Custom Harvest
New Jersey
$432K +$7.15K +98 +2%
Wealthfront Advisers
92
Wealthfront Advisers
California
$422K +$9.7K +133 +2%
LFAS
93
Level Four Advisory Services
Texas
$417K – – –
RFWA
94
RPg Family Wealth Advisory
Massachusetts
$411K -$134K -1,833 -25%
MML Investors Services
95
MML Investors Services
Massachusetts
$399K +$136K +1,864 +52%
Citadel Advisors
96
Citadel Advisors
Florida
$392K -$2.14M -29,338 -85%
CA
97
Claro Advisors
Massachusetts
$382K -$4.09K -56 -1%
MOS
98
MGO One Seven
Ohio
$380K -$16.3K -223 -4%
CWM
99
Cornerstone Wealth Management
Missouri
$367K +$292 +4 +0.1%
OIA
100
OneDigital Investment Advisors
Kansas
$358K -$539K -7,384 -60%
2 3
4
5 6