FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

160 hedge funds and large institutions have $1.26B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 14 closing their positions.

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
51
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$633M
2
Bank of America
2
Bank of America
North Carolina
$71.1M
3
SAM
3
Secure Asset Management
Michigan
$2.03M
4
NA
4
NewEdge Advisors
Louisiana
$8.33M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$103M
2
Wells Fargo
2
Wells Fargo
California
$107M
3
NC
3
NewSquare Capital
Pennsylvania
$5.84M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.99M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$368K 7,140 -6,365 -47%
UCFA
102
United Capital Financial Advisors
Texas
$322K 6,252 – –
Wealthfront Advisers
103
Wealthfront Advisers
California
$295K 5,721 +498 +10%
OWA
104
Outlook Wealth Advisors
Texas
$282K 5,475 +1,109 +25%
SPIA
105
Steward Partners Investment Advisory
New York
$280K 5,445 -40 -0.7%
GIA
106
Gladstone Institutional Advisory
Florida
$273K 5,291 -2,115 -29%
MCM
107
MAI Capital Management
Ohio
$272K 5,285 – –
SCFS
108
S.C. Financial Services
Arizona
$272K 5,274 +39 +0.7%
CA
109
Claro Advisors
Massachusetts
$266K 5,159 +9 +0.2%
BAM
110
Bellevue Asset Management
Washington
$260K 5,079 – –
KA
111
Kovack Advisors
Florida
$257K 4,988 +4,988 New
SWM
112
SeaCrest Wealth Management
New York
$245K 4,759 -36 -0.8%
SWP
113
Stratos Wealth Partners
Ohio
$240K 4,656 +4,656 New
CRI
114
Colonial River Investments
Virginia
$237K 4,602 – –
TCOO
115
Trust Company of Oklahoma
Oklahoma
$235K 4,558 +4,558 New
PA
116
PFG Advisors
Arizona
$230K 4,473 -1,317 -23%
FFN
117
Focus Financial Network
Minnesota
$226K 4,385 -403 -8%
AWM
118
Affinity Wealth Management
Delaware
$207K 4,010 +4,010 New
OBWG
119
Onyx Bridge Wealth Group
New York
$205K 3,855 -23,101 -86%
LWM
120
Laidlaw Wealth Management
New York
$204K 3,962 +3,962 New
NWMG
121
National Wealth Management Group
Ohio
$202K 3,917 -2,194 -36%
CFGS
122
Concourse Financial Group Securities
Alabama
$197K 3,825 -1,527 -29%
BA
123
Bellwether Advisors
Nebraska
$152K 2,950 +2,950 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$133K 2,558 +1,222 +91%
AWM
125
Accel Wealth Management
Iowa
$129K 2,504 +5 +0.2%
3 4
5
6 7