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First Trust Industrials/Producer Durables AlphaDEX Fund

181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

13% more funds holding

Funds holding: 160181 (+21)

10% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$123M)

0.05% less ownership

Funds ownership: 85.39%85.34% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$258K -$88.8K -1,606 -26%
TSS
127
Two Sigma Securities
New York
$257K +$255K +4,621 New
PA
128
PFG Advisors
Arizona
$246K -$2.43K -44 -1%
FFN
129
Focus Financial Network
Minnesota
$228K -$15.2K -275 -6%
AWM
130
Affinity Wealth Management
Delaware
$223K +$55 +1 +0%
LWM
131
Laidlaw Wealth Management
New York
$220K
MWM
132
Meridian Wealth Management
Kentucky
$215K +$214K +3,863 New
SPIA
133
Steward Partners Investment Advisory
New York
$207K -$94.7K -1,714 -31%
FIA
134
Foundations Investment Advisors
Arizona
$203K +$202K +3,661 New
JIP
135
Jaffetilchin Investment Partners
Florida
$202K +$201K +3,645 New
CF
136
Centaurus Financial
California
$201K +$200K +3,627 New
BA
137
Bellwether Advisors
Nebraska
$164K
PTC
138
Private Trust Company
Ohio
$163K +$156K +2,829 +2,694%
CFGS
139
Concourse Financial Group Securities
Alabama
$154K -$58K -1,049 -27%
AWM
140
Accel Wealth Management
Iowa
$139K +$166 +3 +0.1%
FFA
141
Founders Financial Alliance
North Carolina
$127K +$54.6K +987 +76%
BEI
142
Benjamin Edwards Inc
Missouri
$81K -$16.7K -303 -17%
AA
143
AlphaMark Advisors
Kentucky
$78K +$22.7K +410 +41%
GWM
144
Geneos Wealth Management
Colorado
$76K +$111 +2 +0.1%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$72K -$69.8K -1,262 -49%
AAS
146
Ameritas Advisory Services
Nebraska
$66.6K +$66.4K +1,201 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$64.2K -$7.96K -144 -11%
US Bancorp
148
US Bancorp
Minnesota
$54.6K -$42.7K -773 -44%
CFD
149
Creative Financial Designs
Indiana
$43.3K -$25.4K -460 -37%
SIC
150
Salem Investment Counselors
North Carolina
$41.7K