FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

175 hedge funds and large institutions have $1.58B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+3
Holders Change %
+1.74%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
44
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.65M
2
GS
GTS Securities
New York
$2.52M
3
PCH
PGIM Custom Harvest
New Jersey
$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
$3.06M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$3.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$75.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$763M
3
Wells Fargo
Wells Fargo
California
$138M
4
LPL Financial
LPL Financial
California
$44.3M
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
76
Realta Investment Advisors
Delaware
$724K +$61.4K +827 +9%
MWM
77
MinichMacGregor Wealth Management
New York
$715K +$15.4K +207 +2%
SFI
78
SPC Financial Inc
Maryland
$703K -$63K -849 -8%
CF
79
Centaurus Financial
California
$700K +$19.1K +257 +3%
JWCA
80
J.W. Cole Advisors
Florida
$697K +$816 +11 +0.1%
RPGK
81
Retirement Planning Group (Kansas)
Kansas
$678K – – –
PSF
82
Pacific Sun Financial
California
$591K +$7.42K +100 +1%
BRWA
83
B. Riley Wealth Advisors
Florida
$588K +$588K +7,916 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$572K -$35.5K -462 -6%
NS
85
NBC Securities
Alabama
$563K +$500K +6,747 +795%
MML Investors Services
86
MML Investors Services
Massachusetts
$546K -$124K -1,673 -19%
SEP
87
Southland Equity Partners
Missouri
$535K – – –
MCM
88
MAI Capital Management
Ohio
$515K -$211K -2,845 -29%
GLA
89
Great Lakes Advisors
Illinois
$506K -$8.91K -120 -2%
Comerica Bank
90
Comerica Bank
Texas
$501K +$27.2K +367 +6%
T
91
Transce3nd
Texas
$486K -$66.6K -890 -12%
SI
92
Stephens Inc
Arkansas
$447K – – –
CA
93
CoreCap Advisors
Michigan
$406K -$12.2K -164 -3%
MWM
94
Meridian Wealth Management
Kentucky
$404K -$3.56K -48 -0.9%
HIS
95
Harvest Investment Services
Illinois
$398K -$65.8K -887 -14%
AWA
96
Arkadios Wealth Advisors
Georgia
$379K +$20.1K +271 +6%
CA
97
Claro Advisors
Massachusetts
$378K +$16.7K +225 +5%
CWM
98
Cornerstone Wealth Management
Missouri
$374K +$148 +2 +0%
TWM
99
Trueblood Wealth Management
Ohio
$348K +$297 +4 +0.1%
QCIG
100
Quad-Cities Investment Group
Iowa
$338K +$148 +2 +0%
2 3
4
5 6