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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

4% more funds holding

Funds holding: 166173 (+7)

2.1% more ownership

Funds ownership: 85.76%87.86% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.45B → $1.44B (-$17.3M)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
66
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
126
Renaissance Technologies
New York
$230K +$240K +4,000 New
LWM
127
Laidlaw Wealth Management
New York
$228K
SPIA
128
Steward Partners Investment Advisory
New York
$227K +$11.7K +196 +5%
PA
129
PFG Advisors
Arizona
$217K +$5.93K +99 +3%
MCM
130
MAI Capital Management
Ohio
$206K -$81.1K -1,353 -27%
FFA
131
Founders Financial Alliance
North Carolina
$195K -$2.22K -37 -1%
AP
132
Atwood & Palmer
Missouri
$182K -$5.09K -85 -3%
PTC
133
Private Trust Company
Ohio
$157K +$68.8K +1,149 +72%
BEI
134
Benjamin Edwards Inc
Missouri
$144K -$19.1K -318 -11%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$123K +$47.5K +793 +59%
NS
136
NBC Securities
Alabama
$112K +$117K +1,951 New
JP Morgan Chase
137
JP Morgan Chase
New York
$105K +$6.89K +115 +7%
CFGS
138
Concourse Financial Group Securities
Alabama
$100K -$8.99K -150 -8%
AWM
139
Avior Wealth Management
Nebraska
$84.4K -$69.5K -1,160 -44%
AA
140
AlphaMark Advisors
Kentucky
$80K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$79.3K
GWM
142
Geneos Wealth Management
Colorado
$66.2K +$120 +2 +0.2%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$60.3K +$6.59K +110 +12%
SIC
144
Salem Investment Counselors
North Carolina
$43.1K
CFB
145
Cullen/Frost Bankers
Texas
$34.5K
FWP
146
FAS Wealth Partners
Kansas
$33K +$60 +1 +0.2%
SC
147
Stephens Consulting
Michigan
$32.3K
WIM
148
Westside Investment Management
California
$29.2K
IPW
149
Impact Partnership Wealth
Georgia
$28.7K +$30K +500 New
SS
150
Sunbelt Securities
Texas
$28K