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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

171 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$803M
2
NP
2
Nilsine Partners
Colorado
$17M
3
Bank of America
3
Bank of America
North Carolina
$94.6M
4
LPL Financial
4
LPL Financial
California
$51.1M
5
NC
5
NewSquare Capital
Pennsylvania
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
WWA
2
WCG Wealth Advisors
Nevada
$8.03M
3
CA
3
Crumly & Associates
Illinois
$2.82M
4
CAN
4
Cetera Advisor Networks
California
$1.64M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
NPFS
101
Novak & Powell Financial Services
Florida
$347K 4,750 +261 +6%
TWM
102
Trueblood Wealth Management
Ohio
$341K 4,679 – –
SWM
103
SeaCrest Wealth Management
New York
$330K 4,524 +2 +0%
BAM
104
Bellevue Asset Management
Washington
$323K 4,428 -651 -13%
AWM
105
Affinity Wealth Management
Delaware
$311K 4,268 +254 +6%
SPIA
106
Steward Partners Investment Advisory
New York
$311K 4,257 -868 -17%
FFA
107
Farther Finance Advisors
California
$307K 4,240 -914 -18%
RFG
108
REAP Financial Group
Texas
$298K 4,086 +135 +3%
LWM
109
Laidlaw Wealth Management
New York
$289K 3,962 – –
KDA
110
Kraft Davis & Associates
Missouri
$280K 3,939 – –
PA
111
PFG Advisors
Arizona
$263K 3,608 -107 -3%
MCM
112
MAI Capital Management
Ohio
$261K 3,583 – –
ATPW
113
Ashton Thomas Private Wealth
Arizona
$258K 3,530 -243 -6%
FFA
114
Founders Financial Alliance
North Carolina
$255K 3,493 -102 -3%
KAS
115
KPP Advisory Services
Kentucky
$249K 3,407 +3,407 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$248K 3,398 +1,137 +50%
BTWM
117
Brass Tax Wealth Management
Ohio
$247K 3,390 +3,390 New
Renaissance Technologies
118
Renaissance Technologies
New York
$241K 3,300 -2,400 -42%
SWP
119
Stratos Wealth Partners
Ohio
$240K 3,287 -5,200 -61%
WCM
120
WealthBridge Capital Management
Ohio
$235K 3,226 -158 -5%
GS
121
GTS Securities
New York
$218K 2,988 +2,988 New
JIP
122
Jaffetilchin Investment Partners
Florida
$216K 2,957 +2,957 New
IAIM
123
International Assets Investment Management
Florida
$215K 2,978 -511 -15%
BA
124
Bellwether Advisors
Nebraska
$215K 2,950 +2,950 New
GWP
125
Gateway Wealth Partners
Wisconsin
$211K 2,888 +2,888 New
3 4
5
6 7