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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

174 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, 74 reducing their positions, and 13 closing their positions.

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
2.34%
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
74
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$75.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$763M
3
Wells Fargo
3
Wells Fargo
California
$138M
4
LPL Financial
4
LPL Financial
California
$44.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
101
Winebrenner Capital Management
Kentucky
$321K 4,322 +1 +0%
GSIAS
102
Garden State Investment Advisory Services
New Jersey
$319K 4,302 +386 +10%
KA
103
Kovack Advisors
Florida
$317K 4,270 -621 -13%
BAM
104
Bellevue Asset Management
Washington
$300K 4,042 – –
IAIM
105
International Assets Investment Management
Florida
$299K 4,027 – –
NPFS
106
Novak & Powell Financial Services
Florida
$297K 4,000 -100 -2%
MOS
107
MGO One Seven
Ohio
$296K 3,994 -524 -12%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$296K 3,990 -2,144 -35%
LFAS
109
Level Four Advisory Services
Texas
$293K 3,941 -280 -7%
MQWP
110
Morey & Quinn Wealth Partners
Nebraska
$289K 3,900 -100 -3%
WCM
111
WealthBridge Capital Management
Ohio
$289K 3,888 +16 +0.4%
P
112
&Partners
Tennessee
$281K 3,782 -433 -10%
KDA
113
Kraft Davis & Associates
Missouri
$271K 3,425 – –
KAS
114
KPP Advisory Services
Kentucky
$253K 3,407 – –
RWP
115
Ridgeline Wealth Planning
Ohio
$249K 3,359 – –
Fidelity Investments
116
Fidelity Investments
Massachusetts
$242K 3,260 -928 -22%
SWP
117
Stratos Wealth Partners
Ohio
$242K 3,254 -1,356 -29%
BTWM
118
Brass Tax Wealth Management
Ohio
$239K 3,223 – –
CL
119
Choreo LLC
Illinois
$232K 3,130 +3,130 New
SPIA
120
Steward Partners Investment Advisory
New York
$225K 3,030 -514 -15%
RA
121
RFG Advisory
Alabama
$223K 3,009 +3,009 New
PCIA
122
Prime Capital Investment Advisors
Kansas
$207K 2,796 +2,796 New
GWM
123
Geneos Wealth Management
Colorado
$202K 2,725 -1,607 -37%
BA
124
Bellwether Advisors
Nebraska
$197K 2,650 -300 -10%
EWA
125
EP Wealth Advisors
California
$162K 2,182 +575 +36%
3 4
5
6 7