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First Trust Industrials/Producer Durables AlphaDEX Fund

167 hedge funds and large institutions have $605M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 172167 (-5)

13.16% less ownership

Funds ownership: 87.35%74.19% (-13%)

60% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 77

62% less capital invested

Capital invested by funds: $1.61B → $605M (-$1.01B)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
31
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MQWP
101
Morey & Quinn Wealth Partners
Nebraska
$311K
MOS
102
MGO One Seven
Ohio
$307K
SC
103
Sapient Capital
Indiana
$306K +$297K +3,794 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$298K +$43.4K +554 +17%
MML Investors Services
105
MML Investors Services
Massachusetts
$296K -$68.4K -873 -19%
LFAS
106
Level Four Advisory Services
Texas
$296K -$19.5K -249 -6%
KDA
107
Kraft Davis & Associates
Missouri
$295K
HF
108
HRT Financial
New York
$277K -$2.4M -30,559 -90%
KA
109
Kovack Advisors
Florida
$277K -$90.8K -1,158 -25%
KAS
110
KPP Advisory Services
Kentucky
$272K
CA
111
CoreCap Advisors
Michigan
$271K -$114K -1,452 -30%
RWP
112
Ridgeline Wealth Planning
Ohio
$268K
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$266K -$15.6K -199 -6%
Focus Partners Wealth
114
Focus Partners Wealth
Massachusetts
$263K +$258K +3,287 New
Mariner
115
Mariner
Kansas
$262K +$257K +3,285 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$261K +$179K +2,284 +231%
SWP
117
Stratos Wealth Partners
Ohio
$255K -$4.7K -60 -2%
CL
118
Choreo LLC
Illinois
$253K
SPIA
119
Steward Partners Investment Advisory
New York
$246K +$3.84K +49 +2%
WA
120
Waverly Advisors
Alabama
$241K +$237K +3,020 New
MWM
121
MinichMacGregor Wealth Management
New York
$232K -$745K -9,503 -77%
PCIA
122
Prime Capital Investment Advisors
Kansas
$224K +$470 +6 +0.2%
GWM
123
Geneos Wealth Management
Colorado
$218K +$392 +5 +0.2%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$214K +$210K +2,678 New
BA
125
Bellwether Advisors
Nebraska
$212K