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First Trust Industrials/Producer Durables AlphaDEX Fund

187 hedge funds and large institutions have $1.7B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

8% more funds holding

Funds holding: 173187 (+14)

1.44% more ownership

Funds ownership: 85.87%87.31% (+1.4%)

1% less capital invested

Capital invested by funds: $1.71B → $1.7B (-$11M)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $935K

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
57
Reduced
61
Closed
11
Calls
Puts
$935K
Net Calls
-$935K
Net Calls Change
-$935K
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
126
Brass Tax Wealth Management
Ohio
$241K -$2.9K -37 -1%
AA
127
Armis Advisers
Georgia
$231K +$242K +3,091 New
FFA
128
Founders Financial Alliance
North Carolina
$226K +$2.04K +26 +0.9%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$224K -$10.6K -135 -4%
CFGS
130
Concourse Financial Group Securities
Alabama
$223K
BA
131
Bellwether Advisors
Nebraska
$221K
OIA
132
OneDigital Investment Advisors
Kansas
$213K -$40.4K -516 -15%
PCIA
133
Prime Capital Investment Advisors
Kansas
$212K +$14.4K +184 +7%
Jane Street
134
Jane Street
New York
$210K -$2.52M -32,185 -92%
GWP
135
Gateway Wealth Partners
Wisconsin
$203K +$213K +2,716 New
RFG
136
REAP Financial Group
Texas
$202K +$157 +2 +0.1%
PTC
137
Private Trust Company
Ohio
$196K +$103K +1,311 +100%
AP
138
Advisors Preferred
Maryland
$148K +$155K +1,985 New
JP Morgan Chase
139
JP Morgan Chase
New York
$132K -$94.7K -1,210 -41%
EWA
140
EP Wealth Advisors
California
$120K +$126K +1,607 New
GWM
141
Geneos Wealth Management
Colorado
$109K -$17.4K -222 -13%
SS
142
Sunbelt Securities
Texas
$108K +$94.5K +1,207 +511%
Russell Investments Group
143
Russell Investments Group
United Kingdom
$86K
AWM
144
Avior Wealth Management
Nebraska
$80.9K
BlackRock
145
BlackRock
New York
$75.9K +$79.4K +1,015 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$74.1K -$44.6K -570 -37%
AWM
147
AE Wealth Management
Kansas
$73.8K +$77.2K +986 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$65K -$24.2K -309 -26%
EWP
149
Elevation Wealth Partners
California
$61.9K +$64.7K +827 New
WSFS
150
Wilmington Savings Fund Society
Delaware
$56.2K -$8.22K -105 -12%