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First Trust Industrials/Producer Durables AlphaDEX Fund

178 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.44B → $1.61B (+$176M)

5.08% more ownership

Funds ownership: 87.86%92.94% (+5.1%)

3% more funds holding

Funds holding: 173178 (+5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 77

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
46
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
126
Kraft Davis & Associates
Missouri
$255K -$720K -12,237 -76%
Wolverine Trading
127
Wolverine Trading
Illinois
$249K +$226K +3,842 New
ATPW
128
Ashton Thomas Private Wealth
Arizona
$245K -$1.15M -19,585 -84%
PA
129
PFG Advisors
Arizona
$241K -$4.17K -71 -2%
MML Investors Services
130
MML Investors Services
Massachusetts
$234K +$212K +3,610 New
FFA
131
Founders Financial Alliance
North Carolina
$233K +$11.7K +199 +6%
MCM
132
MAI Capital Management
Ohio
$232K
Mariner
133
Mariner
Kansas
$232K -$2.49M -42,377 -92%
IAIM
134
International Assets Investment Management
Florida
$226K +$205K +3,489 New
WCM
135
WealthBridge Capital Management
Ohio
$220K +$199K +3,384 New
AP
136
Atwood & Palmer
Missouri
$206K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$147K +$7.12K +121 +6%
JP Morgan Chase
138
JP Morgan Chase
New York
$118K -$529 -9 -0.5%
CFGS
139
Concourse Financial Group Securities
Alabama
$113K
BEI
140
Benjamin Edwards Inc
Missouri
$92K -$63.7K -1,083 -43%
AA
141
AlphaMark Advisors
Kentucky
$91K
NS
142
NBC Securities
Alabama
$88K -$34.2K -581 -30%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$84.7K
AWM
144
Avior Wealth Management
Nebraska
$77.3K -$16.3K -278 -19%
GWM
145
Geneos Wealth Management
Colorado
$73K -$1.59K -27 -2%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$51.2K -$15.3K -260 -25%
SIC
147
Salem Investment Counselors
North Carolina
$48.6K
ACA
148
Aptus Capital Advisors
Alabama
$38.9K +$33K +562 +1,519%
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$38.9K +$33K +562 +1,519%
FWP
150
FAS Wealth Partners
Kansas
$37.4K +$118 +2 +0.3%