FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

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
Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.9%
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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$37.2M
2
VCM
Virtue Capital Management
Tennessee
$9.69M
3
SMF
Sterling Manor Financial
New York
$5.74M
4
NA
Navellier & Associates
Nevada
$3.99M
5
AWM
AE Wealth Management
Kansas
$4.95M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$674M
2
NA
NewEdge Advisors
Louisiana
$15.6M
3
UBS Group
UBS Group
Switzerland
$23.2M
4
CI
CX Institutional
Indiana
$0
5
BRWA
B. Riley Wealth Advisors
Florida
$5.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$35.5K -$13.1K -235 -27%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$34.2K -$1.72K -31 -5%
CFB
153
Cullen/Frost Bankers
Texas
$33.3K – – –
FWP
154
FAS Wealth Partners
Kansas
$31.8K +$56 +1 +0.2%
SC
155
Stephens Consulting
Michigan
$31.2K – – –
AIM
156
Anchor Investment Management
South Carolina
$29.4K +$29.4K +530 New
WIM
157
Westside Investment Management
California
$28.3K – – –
SS
158
Sunbelt Securities
Texas
$26.5K +$26.5K +486 New
FWM
159
Focused Wealth Management
New York
$25.5K +$56 +1 +0.2%
GRP
160
Global Retirement Partners
California
$22.4K -$4.74K -87 -17%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$22.2K – – –
HCP
162
Hexagon Capital Partners
Arkansas
$20.3K – – –
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.1K – – –
ACA
164
Aptus Capital Advisors
Alabama
$17.1K – – –
Citigroup
165
Citigroup
New York
$16.7K – – –
TAM
166
Tucker Asset Management
Colorado
$14.7K +$9.5K +171 +182%
RFA
167
Register Financial Advisors
Georgia
$14.1K – – –
LC
168
Lindbrook Capital
California
$11.8K +$11.8K +212 New
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$10.7K -$1.97K -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
$5.56K +$5.56K +100 New
IGWM
173
ICA Group Wealth Management
Colorado
$5K – – –
WWM
174
Wagner Wealth Management
South Carolina
$5K +$56 +1 +1%
CIAS
175
Capital Investment Advisory Services
North Carolina
$4.33K +$4.33K +78 New
4 5 6
7
8