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First Trust Industrials/Producer Durables AlphaDEX Fund

159 hedge funds and large institutions have $1.18B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.81% more ownership

Funds ownership: 82.9%83.71% (+0.81%)

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

18% less capital invested

Capital invested by funds: $1.43B → $1.18B (-$253M)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
53
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$4K
TAM
152
Tucker Asset Management
Colorado
$3.66K -$15.7K -298 -80%
BLC
153
Brown, Lisle/Cummings
Rhode Island
$3.13K +$3.42K +65 New
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$3K -$2.32M -44,114 -100%
US Bancorp
155
US Bancorp
Minnesota
$3K +$3.16K +60 New
FGAM
156
Financial Gravity Asset Management
Texas
$559 -$473 -9 -16%
AR
157
Apeiron RIA
Texas
$113 -$4.68K -89 -0.4%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$64
WIM
159
Westside Investment Management
California
$24 +$12.7K +241 +90%
GA
160
Gateway Advisory
New Jersey
-$7.07M -125,127 Closed
BIM
161
Bullseye Investment Management
Ohio
-$1.01M -17,841 Closed
FAIM
162
Financial Advocates Investment Management
Washington
-$890K -15,745 Closed
Renaissance Technologies
163
Renaissance Technologies
New York
-$842K -14,900 Closed
RFWA
164
RPg Family Wealth Advisory
Massachusetts
-$568K -10,046 Closed
IWC
165
Integrated Wealth Concepts
Massachusetts
-$499K -8,820 Closed
OWM
166
OneAscent Wealth Management
Alabama
-$420K -7,427 Closed
KA
167
Kovack Advisors
Florida
-$294K -5,215 Closed
MW
168
Marks Wealth
Maryland
-$265K -4,686 Closed
Ameriprise
169
Ameriprise
Minnesota
-$251K -4,447 Closed
CA
170
Cetera Advisors
Colorado
-$232K -4,096 Closed
SAM
171
Secure Asset Management
Michigan
-$226K -3,993 Closed
HIA
172
Harbor Investment Advisory
Maryland
-$90K -1,601 Closed
EWM
173
EPG Wealth Management
Georgia
-$79K -1,389 Closed
AF
174
Allworth Financial
California
-$26K -465 Closed
LAS
175
Lloyd Advisory Services
Georgia
-$8K -137 Closed