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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

175 hedge funds and large institutions have $1.58B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+3
Holders Change %
+1.74%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
44
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.65M
2
GS
GTS Securities
New York
$2.52M
3
PCH
PGIM Custom Harvest
New Jersey
$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
$3.06M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$3.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$75.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$763M
3
Wells Fargo
Wells Fargo
California
$138M
4
LPL Financial
LPL Financial
California
$44.3M
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
101
CX Institutional
Indiana
$331K -$2.4M -32,350 -88%
WCM
102
Winebrenner Capital Management
Kentucky
$321K +$74 +1 +0%
GSIAS
103
Garden State Investment Advisory Services
New Jersey
$319K +$28.6K +386 +10%
KA
104
Kovack Advisors
Florida
$317K -$46.1K -621 -13%
BAM
105
Bellevue Asset Management
Washington
$300K – – –
IAIM
106
International Assets Investment Management
Florida
$299K – – –
NPFS
107
Novak & Powell Financial Services
Florida
$297K -$7.42K -100 -2%
MOS
108
MGO One Seven
Ohio
$296K -$38.9K -524 -12%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$296K -$159K -2,144 -35%
LFAS
110
Level Four Advisory Services
Texas
$293K -$20.8K -280 -7%
MQWP
111
Morey & Quinn Wealth Partners
Nebraska
$289K -$7.42K -100 -3%
WCM
112
WealthBridge Capital Management
Ohio
$289K +$1.19K +16 +0.4%
P
113
&Partners
Tennessee
$281K -$32.1K -433 -10%
KDA
114
Kraft Davis & Associates
Missouri
$271K – – –
KAS
115
KPP Advisory Services
Kentucky
$253K – – –
RWP
116
Ridgeline Wealth Planning
Ohio
$249K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$242K -$68.9K -928 -22%
SWP
118
Stratos Wealth Partners
Ohio
$242K -$101K -1,356 -29%
BTWM
119
Brass Tax Wealth Management
Ohio
$239K – – –
CL
120
Choreo LLC
Illinois
$232K +$232K +3,130 New
SPIA
121
Steward Partners Investment Advisory
New York
$225K -$38.1K -514 -15%
RA
122
RFG Advisory
Alabama
$223K +$223K +3,009 New
PCIA
123
Prime Capital Investment Advisors
Kansas
$207K +$207K +2,796 New
GWM
124
Geneos Wealth Management
Colorado
$202K -$119K -1,607 -37%
BA
125
Bellwether Advisors
Nebraska
$197K -$22.3K -300 -10%
3 4
5
6 7