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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

166 hedge funds and large institutions have $1.45B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
12
Increased
45
Reduced
81
Closed
26
Calls
–
Puts
$300K
Net Calls
-$300K
Net Calls Change
-$300K

Top Buyers

1
NC
1
NewSquare Capital
Pennsylvania
$14.8M
2
DADC
2
D.A. Davidson & Co
Montana
$11M
3
CAS
3
Coppell Advisory Solutions
Texas
$4.78M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$40.5M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$6.64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.1M
2
Wells Fargo
2
Wells Fargo
California
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$723M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.42M
Name Market Value Shares Shares
Change 		Shares
Change %
QCIG
101
Quad-Cities Investment Group
Iowa
$395K 6,574 +5 +0.1%
CRI
102
Colonial River Investments
Virginia
$367K 6,106 -807 -12%
LNC
103
Lincoln National Corp
Pennsylvania
$359K 5,969 -1,720 -22%
RFWA
104
RPg Family Wealth Advisory
Massachusetts
$356K 5,933 -583 -9%
PCH
105
PGIM Custom Harvest
New Jersey
$350K 5,818 – –
IA
106
IFP Advisors
Florida
$342K 5,692 -989 -15%
KA
107
Kovack Advisors
Florida
$323K 5,370 -1,014 -16%
WCM
108
WealthBridge Capital Management
Ohio
$318K 5,287 +8 +0.2%
BAM
109
Bellevue Asset Management
Washington
$305K 5,079 – –
CWM
110
Cornerstone Wealth Management
Missouri
$303K 5,048 +2 +0%
MCM
111
MAI Capital Management
Ohio
$297K 4,936 -349 -7%
Wealthfront Advisers
112
Wealthfront Advisers
California
$291K 4,843 -7,046 -59%
CA
113
Claro Advisors
Massachusetts
$291K 4,840 -330 -6%
SCA
114
Snowden Capital Advisors
New York
$282K 4,695 -17,204 -79%
TRCT
115
Tower Research Capital (TRC)
New York
$281K 4,671 -41,913 -90%
SWM
116
SeaCrest Wealth Management
New York
$280K 4,659 -29 -0.6%
FFN
117
Focus Financial Network
Minnesota
$242K 4,030 -80 -2%
AWM
118
Affinity Wealth Management
Delaware
$241K 4,012 +1 +0%
LWM
119
Laidlaw Wealth Management
New York
$238K 3,962 – –
TCOO
120
Trust Company of Oklahoma
Oklahoma
$230K 3,831 +3,831 New
MWM
121
Meridian Wealth Management
Kentucky
$228K 3,791 -72 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$226K 3,753 +22 +0.6%
PA
123
PFG Advisors
Arizona
$222K 3,687 -742 -17%
MML Investors Services
124
MML Investors Services
Massachusetts
$220K 3,659 +3,659 New
JIP
125
Jaffetilchin Investment Partners
Florida
$219K 3,651 +6 +0.2%
3 4
5
6 7