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First Trust Industrials/Producer Durables AlphaDEX Fund

181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

13% more funds holding

Funds holding: 160181 (+21)

10% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$123M)

0.05% less ownership

Funds ownership: 85.39%85.34% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$35.5K -$13K -235 -27%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$34.2K -$1.71K -31 -5%
CFB
153
Cullen/Frost Bankers
Texas
$33.3K
FWP
154
FAS Wealth Partners
Kansas
$31.8K +$55 +1 +0.2%
SC
155
Stephens Consulting
Michigan
$31.2K
AIM
156
Anchor Investment Management
South Carolina
$29.4K +$29.3K +530 New
WIM
157
Westside Investment Management
California
$28.3K
SS
158
Sunbelt Securities
Texas
$26.5K +$26.9K +486 New
FWM
159
Focused Wealth Management
New York
$25.5K +$55 +1 +0.2%
GRP
160
Global Retirement Partners
California
$22.4K -$4.81K -87 -17%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$22.2K
HCP
162
Hexagon Capital Partners
Arkansas
$20.3K
ACA
163
Aptus Capital Advisors
Alabama
$17.1K
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.1K
Citigroup
165
Citigroup
New York
$16.7K
TAM
166
Tucker Asset Management
Colorado
$14.7K +$9.45K +171 +182%
RFA
167
Register Financial Advisors
Georgia
$14.1K
LC
168
Lindbrook Capital
California
$11.8K +$11.7K +212 New
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$10.7K -$1.96M -35,404 -16%
EWM
170
EPG Wealth Management
Georgia
$10.4K
FCT
171
First Community Trust
Iowa
$7.44K
CIA
172
Cape Investment Advisory
Georgia
$5.55K +$5.53K +100 New
IGWM
173
ICA Group Wealth Management
Colorado
$5K
WWMSC
174
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$55 +1 +1%
CIAS
175
Capital Investment Advisory Services
North Carolina
$4.33K +$4.31K +78 New