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First Trust Industrials/Producer Durables AlphaDEX Fund

158 hedge funds and large institutions have $1.43B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

0.92% less ownership

Funds ownership: 83.83%82.9% (-0.92%)

5% less funds holding

Funds holding: 167158 (-9)

10% less capital invested

Capital invested by funds: $1.6B → $1.43B (-$167M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
67
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
PFG Advisors
Arizona
$349K +$44.8K +776 +14%
CA
102
Claro Advisors
Massachusetts
$342K
CF
103
Centaurus Financial
California
$328K +$131K +2,274 +64%
IA
104
IFG Advisory
Georgia
$322K +$5.83K +101 +2%
MCM
105
MAI Capital Management
Ohio
$299K
KA
106
Kovack Advisors
Florida
$294K +$301K +5,215 New
BAM
107
Bellevue Asset Management
Washington
$290K -$102K -1,772 -26%
CFGS
108
Concourse Financial Group Securities
Alabama
$274K -$634K -10,978 -69%
SWM
109
SeaCrest Wealth Management
New York
$271K +$173 +3 +0.1%
CRI
110
Colonial River Investments
Virginia
$265K -$7.8K -135 -3%
MW
111
Marks Wealth
Maryland
$265K +$271K +4,686 New
AWM
112
Axxcess Wealth Management
California
$261K -$520 -9 -0.2%
LWM
113
Laidlaw Wealth Management
New York
$255K
Prudential Financial
114
Prudential Financial
New Jersey
$255K
Ameriprise
115
Ameriprise
Minnesota
$251K +$257K +4,447 New
HWIS
116
Hancock Whitney Investment Services
Louisiana
$238K +$404 +7 +0.2%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$233K +$238K +4,116 New
CA
118
Cetera Advisors
Colorado
$232K -$592K -10,246 -71%
SAM
119
Secure Asset Management
Michigan
$226K -$533K -9,222 -70%
FFA
120
Founders Financial Alliance
North Carolina
$220K -$13.5K -234 -6%
GWM
121
Geneos Wealth Management
Colorado
$164K -$8.49K -147 -5%
HWM
122
Holloway Wealth Management
Florida
$157K
APA
123
American Portfolios Advisors
New York
$153K -$12.6K -219 -7%
AWM
124
Accel Wealth Management
Iowa
$140K +$231 +4 +0.2%
BEI
125
Benjamin Edwards Inc
Missouri
$122K +$31K +537 +33%