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First Trust Industrials/Producer Durables AlphaDEX Fund

151 hedge funds and large institutions have $1.16B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.15% more ownership

Funds ownership: 83.71%84.86% (+1.1%)

1% less capital invested

Capital invested by funds: $1.18B → $1.16B (-$14.2M)

5% less funds holding

Funds holding: 159151 (-8)

17% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 64

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
151
Holders Change
-8
Holders Change %
-5.03%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
53
Reduced
64
Closed
15
Calls
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$264K +$180K +3,533 +160%
MWM
102
Meridian Wealth Management
Kentucky
$254K -$51K -1,000 -15%
SPIA
103
Steward Partners Investment Advisory
New York
$252K -$488K -9,558 -64%
CA
104
Claro Advisors
Massachusetts
$248K
CFGS
105
Concourse Financial Group Securities
Alabama
$246K +$16K +313 +6%
MCM
106
MAI Capital Management
Ohio
$243K
SCFS
107
S.C. Financial Services
Arizona
$241K -$88.2K -1,730 -25%
BAM
108
Bellevue Asset Management
Washington
$240K
Wealthfront Advisers
109
Wealthfront Advisers
California
$240K +$266K +5,223 New
CWM
110
Cornerstone Wealth Management
Missouri
$237K -$6.89K -135 -3%
FFN
111
Focus Financial Network
Minnesota
$220K -$320K -6,283 -57%
SWM
112
SeaCrest Wealth Management
New York
$220K +$255 +5 +0.1%
CRI
113
Colonial River Investments
Virginia
$211K -$3.21K -63 -1%
MML Investors Services
114
MML Investors Services
Massachusetts
$201K -$715K -14,018 -76%
OWA
115
Outlook Wealth Advisors
Texas
$200K -$623K -12,205 -74%
AWM
116
Accel Wealth Management
Iowa
$123K +$255 +5 +0.2%
BEI
117
Benjamin Edwards Inc
Missouri
$104K -$8.52K -167 -7%
APA
118
American Portfolios Advisors
New York
$101K -$24.6K -482 -18%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$82K +$39K +765 +75%
AWM
120
Avior Wealth Management
Nebraska
$66K +$66.8K +1,310 +916%
MCC
121
Money Concepts Capital
Florida
$64K +$6.68K +131 +10%
GWM
122
Geneos Wealth Management
Colorado
$62K -$78.9K -1,547 -53%
FFA
123
Founders Financial Alliance
North Carolina
$60K -$133K -2,605 -67%
CFD
124
Creative Financial Designs
Indiana
$57K
SIC
125
Salem Investment Counselors
North Carolina
$34K