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First Trust Industrials/Producer Durables AlphaDEX Fund

159 hedge funds and large institutions have $1.18B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.81% more ownership

Funds ownership: 82.9%83.71% (+0.81%)

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

18% less capital invested

Capital invested by funds: $1.43B → $1.18B (-$253M)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
53
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
101
National Wealth Management Group
Ohio
$340K -$760K -14,455 -67%
SCFS
102
S.C. Financial Services
Arizona
$335K -$7.79K -148 -2%
MWM
103
Meridian Wealth Management
Kentucky
$314K
PA
104
PFG Advisors
Arizona
$305K +$9.05K +172 +3%
UCFA
105
United Capital Financial Advisors
Texas
$301K +$53 +1 +0%
HF
106
HRT Financial
New York
$262K -$302K -5,748 -51%
CWM
107
Cornerstone Wealth Management
Missouri
$255K +$279K +5,301 New
MCM
108
MAI Capital Management
Ohio
$254K
CA
109
Claro Advisors
Massachusetts
$248K -$17.1K -325 -6%
BAM
110
Bellevue Asset Management
Washington
$246K
CFGS
111
Concourse Financial Group Securities
Alabama
$243K +$9.94K +189 +4%
SWM
112
SeaCrest Wealth Management
New York
$231K +$158 +3 +0.1%
AWM
113
Axxcess Wealth Management
California
$226K +$3.16K +60 +1%
CRI
114
Colonial River Investments
Virginia
$225K -$894 -17 -0.4%
Prudential Financial
115
Prudential Financial
New Jersey
$218K
LWM
116
Laidlaw Wealth Management
New York
$217K
HWIS
117
Hancock Whitney Investment Services
Louisiana
$203K +$526 +10 +0.2%
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$203K +$5.16K +98 +2%
FFA
119
Founders Financial Alliance
North Carolina
$188K +$105 +2 +0.1%
GWM
120
Geneos Wealth Management
Colorado
$141K +$158 +3 +0.1%
APA
121
American Portfolios Advisors
New York
$129K -$1.58K -30 -1%
AWM
122
Accel Wealth Management
Iowa
$122K +$210 +4 +0.2%
BEI
123
Benjamin Edwards Inc
Missouri
$117K +$14.8K +281 +13%
CF
124
Centaurus Financial
California
$106K -$189K -3,600 -62%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$97K -$6.12M -116,371 -98%