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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.59B → $1.71B (+$123M)

2% more funds holding

Funds holding: 170173 (+3)

0.23% less ownership

Funds ownership: 86.09%85.87% (-0.23%)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
44
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NPFS
101
Novak & Powell Financial Services
Florida
$356K -$3.56K -50 -1%
TWM
102
Trueblood Wealth Management
Ohio
$354K
AWM
103
Affinity Wealth Management
Delaware
$345K +$71 +1 +0%
SWM
104
SeaCrest Wealth Management
New York
$343K +$214 +3 +0.1%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$343K +$289K +4,054 +850%
LFAS
106
Level Four Advisory Services
Texas
$336K -$102K -1,428 -24%
WCM
107
WealthBridge Capital Management
Ohio
$320K +$70.8K +994 +31%
SPIA
108
Steward Partners Investment Advisory
New York
$312K -$2.99K -42 -1%
BAM
109
Bellevue Asset Management
Washington
$306K
LWM
110
Laidlaw Wealth Management
New York
$300K
KDA
111
Kraft Davis & Associates
Missouri
$299K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$295K +$37.7K +529 +16%
PCH
113
PGIM Custom Harvest
New Jersey
$294K
FFA
114
Farther Finance Advisors
California
$278K -$25.5K -358 -9%
MOS
115
MGO One Seven
Ohio
$278K -$80.3K -1,126 -23%
SWP
116
Stratos Wealth Partners
Ohio
$262K +$8.63K +121 +4%
KAS
117
KPP Advisory Services
Kentucky
$258K
OIA
118
OneDigital Investment Advisors
Kansas
$255K -$3.21K -45 -1%
BTWM
119
Brass Tax Wealth Management
Ohio
$247K -$9.27K -130 -4%
ATPW
120
Ashton Thomas Private Wealth
Arizona
$237K -$28.8K -404 -11%
FFA
121
Founders Financial Alliance
North Carolina
$227K -$3.49K -49 -2%
FWM
122
Focused Wealth Management
New York
$225K +$33.1K +464 New
JP Morgan Chase
123
JP Morgan Chase
New York
$225K +$86.2K +1,209 +69%
GS
124
GTS Securities
New York
$224K -$2.57K -36 -1%
BA
125
Bellwether Advisors
Nebraska
$223K