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First Trust Industrials/Producer Durables AlphaDEX Fund

181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

13% more funds holding

Funds holding: 160181 (+21)

10% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$123M)

0.05% less ownership

Funds ownership: 85.39%85.34% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$455K +$48.9K +884 +12%
OWA
102
Outlook Wealth Advisors
Texas
$448K +$143K +2,587 +47%
FFA
103
Farther Finance Advisors
California
$439K -$162K -2,922 -27%
SEP
104
Southland Equity Partners
Missouri
$435K -$5.92K -107 -1%
LNC
105
Lincoln National Corp
Pennsylvania
$427K +$425K +7,689 New
IA
106
IFG Advisory
Georgia
$385K -$83.2K -1,505 -18%
CRI
107
Colonial River Investments
Virginia
$384K +$128K +2,311 +50%
QCIG
108
Quad-Cities Investment Group
Iowa
$365K -$129K -2,336 -26%
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$362K -$127K -2,295 -26%
KA
110
Kovack Advisors
Florida
$355K +$77.2K +1,396 +28%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$347K -$305K -5,519 -47%
PCH
112
PGIM Custom Harvest
New Jersey
$323K -$512K -9,271 -61%
SWP
113
Stratos Wealth Partners
Ohio
$320K +$61.2K +1,108 +24%
AP
114
Atwood & Palmer
Missouri
$301K -$762K -13,780 -72%
MCM
115
MAI Capital Management
Ohio
$294K
WCM
116
WealthBridge Capital Management
Ohio
$293K +$292K +5,279 New
CA
117
Claro Advisors
Massachusetts
$287K +$608 +11 +0.2%
TI
118
Truepoint Inc
Ohio
$286K +$284K +5,146 New
BAM
119
Bellevue Asset Management
Washington
$282K
CWM
120
Cornerstone Wealth Management
Missouri
$280K +$279K +5,046 New
OBWG
121
Onyx Bridge Wealth Group
New York
$276K +$61.7K +1,117 +29%
IA
122
IFP Advisors
Florida
$270K -$1.17M -21,107 -76%
AWM
123
Avior Wealth Management
Nebraska
$263K +$187K +3,382 +250%
MCC
124
Money Concepts Capital
Florida
$262K +$2.29M +41,468 +2,020%
SWM
125
SeaCrest Wealth Management
New York
$260K -$3.92K -71 -1%