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First Trust Industrials/Producer Durables AlphaDEX Fund

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.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$101M)

6% more funds holding

Funds holding: 151160 (+9)

0.53% more ownership

Funds ownership: 84.86%85.39% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.57%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$368K -$324K -6,365 -47%
UCFA
102
United Capital Financial Advisors
Texas
$322K
Wealthfront Advisers
103
Wealthfront Advisers
California
$295K +$25.4K +498 +10%
OWA
104
Outlook Wealth Advisors
Texas
$282K +$56.5K +1,109 +25%
SPIA
105
Steward Partners Investment Advisory
New York
$280K -$2.04K -40 -0.7%
GIA
106
Gladstone Institutional Advisory
Florida
$273K -$108K -2,115 -29%
MCM
107
MAI Capital Management
Ohio
$272K
SCFS
108
S.C. Financial Services
Arizona
$272K +$1.99K +39 +0.7%
CA
109
Claro Advisors
Massachusetts
$266K +$458 +9 +0.2%
BAM
110
Bellevue Asset Management
Washington
$260K
KA
111
Kovack Advisors
Florida
$257K +$254K +4,988 New
SWM
112
SeaCrest Wealth Management
New York
$245K -$1.83K -36 -0.8%
SWP
113
Stratos Wealth Partners
Ohio
$240K +$237K +4,656 New
CRI
114
Colonial River Investments
Virginia
$237K
TCOO
115
Trust Company of Oklahoma
Oklahoma
$235K +$232K +4,558 New
PA
116
PFG Advisors
Arizona
$230K -$67.1K -1,317 -23%
FFN
117
Focus Financial Network
Minnesota
$226K -$20.5K -403 -8%
AWM
118
Affinity Wealth Management
Delaware
$207K +$204K +4,010 New
OBWG
119
Onyx Bridge Wealth Group
New York
$205K -$1.18M -23,101 -86%
LWM
120
Laidlaw Wealth Management
New York
$204K +$202K +3,962 New
NWMG
121
National Wealth Management Group
Ohio
$202K -$112K -2,194 -36%
CFGS
122
Concourse Financial Group Securities
Alabama
$197K -$77.8K -1,527 -29%
BA
123
Bellwether Advisors
Nebraska
$152K +$150K +2,950 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$133K +$62.2K +1,222 +91%
AWM
125
Accel Wealth Management
Iowa
$129K +$255 +5 +0.2%