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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

148 hedge funds and large institutions have $1.5B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 81 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+8
Holders Change %
+5.71%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
81
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$49.3M
2
NEIRG
New England Investment & Retirement Group
Massachusetts
$19.2M
3
Wells Fargo
Wells Fargo
California
$147M
4
EF
Empowered Funds
Pennsylvania
$12.1M
5
First Trust Advisors
First Trust Advisors
Illinois
$629M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
$0
2
SWP
Stratos Wealth Partners
Ohio
$1.29M
3
FFS
Founders Financial Securities
Maryland
$0
4
HI
Horizon Investments
North Carolina
$0
5
SMF
Sterling Manor Financial
New York
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
126
Transamerica Financial Advisors
Florida
$63K -$10.7K -180 -15%
FGAM
127
Financial Gravity Asset Management
Texas
$59K – – –
AWM
128
Avior Wealth Management
Nebraska
$48K -$4.92K -85 -9%
SIC
129
Salem Investment Counselors
North Carolina
$44K – – –
CFB
130
Cullen/Frost Bankers
Texas
$35K – – –
CFD
131
Creative Financial Designs
Indiana
$30K +$10.3K +174 +52%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$29K +$2.24K +38 +8%
AF
133
Allworth Financial
California
$27K – – –
FWM
134
Focused Wealth Management
New York
$27K – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$24K – – –
HCP
136
Hexagon Capital Partners
Arkansas
$21K – – –
CAAS
137
Capital Asset Advisory Services
Michigan
$17K +$12.5K +214 +282%
TAM
138
Tucker Asset Management
Colorado
$16.5K -$59 -1 -0.4%
TIM
139
Tortoise Investment Management
New York
$15K – – –
SPWG
140
Sage Private Wealth Group
Illinois
$15K +$57 +1 +0.4%
QCG
141
Quadrant Capital Group
Ohio
$11K +$59 +1 +0.5%
CIAS
142
Capital Investment Advisory Services
North Carolina
$11K +$4.64K +75 +73%
NFG
143
Next Financial Group
Texas
$10K +$904 +16 +10%
WWM
144
Wagner Wealth Management
South Carolina
$7K +$3.83K +64 +121%
GRP
145
Global Retirement Partners
California
$6K – – –
LAS
146
Lloyd Advisory Services
Georgia
$6K +$1.33K +22 +29%
EVM
147
Eaton Vance Management
Massachusetts
$5K – – –
SFPG
148
Stonebridge Financial Planning Group
Florida
$4K – – –
WIM
149
Westside Investment Management
California
$15 – – –
PVH
150
Psagot Value Holdings
Israel
– -$13.3M -235,234 Closed
3 4 5
6
7