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First Trust Industrials/Producer Durables AlphaDEX Fund

177 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, 45 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 172177 (+5)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$42.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.2% less ownership

Funds ownership: 88.03%87.83% (-0.2%)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
45
Reduced
75
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
101
Quad-Cities Investment Group
Iowa
$338K +$140 +2 +0%
CI
102
CX Institutional
Indiana
$331K -$2.26M -32,350 -88%
WCM
103
Winebrenner Capital Management
Kentucky
$321K +$70 +1 +0%
GSIAS
104
Garden State Investment Advisory Services
New Jersey
$319K +$26.9K +386 +10%
KA
105
Kovack Advisors
Florida
$317K -$43.3K -621 -13%
BAM
106
Bellevue Asset Management
Washington
$300K
IAIM
107
International Assets Investment Management
Florida
$299K
NPFS
108
Novak & Powell Financial Services
Florida
$297K -$6.98K -100 -2%
MOS
109
MGO One Seven
Ohio
$296K -$36.6K -524 -12%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$296K -$150K -2,144 -35%
LFAS
111
Level Four Advisory Services
Texas
$293K -$19.5K -280 -7%
MQWP
112
Morey & Quinn Wealth Partners
Nebraska
$289K -$6.98K -100 -3%
WCM
113
WealthBridge Capital Management
Ohio
$289K +$1.12K +16 +0.4%
P
114
&Partners
Tennessee
$281K -$30.2K -433 -10%
KDA
115
Kraft Davis & Associates
Missouri
$271K
KAS
116
KPP Advisory Services
Kentucky
$253K
RWP
117
Ridgeline Wealth Planning
Ohio
$249K
Fidelity Investments
118
Fidelity Investments
Massachusetts
$242K -$64.7K -928 -22%
SWP
119
Stratos Wealth Partners
Ohio
$242K -$94.6K -1,356 -29%
BTWM
120
Brass Tax Wealth Management
Ohio
$239K
CL
121
Choreo LLC
Illinois
$232K +$218K +3,130 New
SPIA
122
Steward Partners Investment Advisory
New York
$225K -$35.9K -514 -15%
RA
123
RFG Advisory
Alabama
$223K +$210K +3,009 New
PCIA
124
Prime Capital Investment Advisors
Kansas
$207K +$195K +2,796 New
GWM
125
Geneos Wealth Management
Colorado
$202K -$112K -1,607 -37%

FXR Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2025, worth a combined $1.58B — up 2.8% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FXR positions and 13 closed out — a net gain of 5 holders — while 45 added to existing stakes and 75 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.52M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 177 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2025, up from 172 in Q1 2025.
  • Funds reported $1.58B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 18 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2025 and 13 closed out, a net change of +5 holders.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2025 was Envestnet Asset Management, an estimated $2.52M added.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2025 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.