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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

167 hedge funds and large institutions have $1.6B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
66
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$177M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$7.48M
3
Wells Fargo
Wells Fargo
California
$168M
4
Goldman Sachs
Goldman Sachs
New York
$7.13M
5
CA
Crumly & Associates
Illinois
$4.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$863K
2
Bank of America
Bank of America
North Carolina
$36.1M
3
First Trust Advisors
First Trust Advisors
Illinois
$664M
4
UBS Group
UBS Group
Switzerland
$28.7M
5
SAM
Secure Asset Management
Michigan
$825K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
151
Guardian Wealth Advisors (North Carolina)
North Carolina
$26K +$26K +416 New
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$25K – – –
TAM
153
Tucker Asset Management
Colorado
$22.4K +$21.2K +342 +1,800%
HCP
154
Hexagon Capital Partners
Arkansas
$22K – – –
HF
155
Halpern Financial
Virginia
$21.8K – – –
CAAS
156
Capital Asset Advisory Services
Michigan
$18K – – –
SPWG
157
Sage Private Wealth Group
Illinois
$16K – – –
TLFA
158
True Link Financial Advisors
California
$15K +$15K +236 New
QCG
159
Quadrant Capital Group
Ohio
$12K – – –
FCT
160
First Community Trust
Iowa
$8.36K +$8.36K +134 New
LAS
161
Lloyd Advisory Services
Georgia
$8K +$1.7K +27 +27%
WWM
162
Wagner Wealth Management
South Carolina
$7K -$313 -5 -4%
EVM
163
Eaton Vance Management
Massachusetts
$5K – – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$5K – – –
SBL
165
Sargent Bickham Lagudis
Colorado
$4K – – –
SFPG
166
Stonebridge Financial Planning Group
Florida
$4K – – –
FGAM
167
Financial Gravity Asset Management
Texas
$724 +$584 +50 +417%
WIM
168
Westside Investment Management
California
$16 – – –
FTUS
169
Flow Traders U.S.
New York
– -$2.19M -38,151 Closed
HIS
170
Harvest Investment Services
Illinois
– -$1.5M -26,184 Closed
CAN
171
Claraphi Advisory Network
United States
– -$638K -11,120 Closed
KA
172
Kovack Advisors
Florida
– -$317K -5,522 Closed
WA
173
WESPAC Advisors
California
– -$229K -4,000 Closed
TCWM
174
Total Clarity Wealth Management
Illinois
– -$211K -3,684 Closed
CI
175
CX Institutional
Indiana
– -$37K -649 Closed
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