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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

4% more funds holding

Funds holding: 166173 (+7)

2.1% more ownership

Funds ownership: 85.76%87.86% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.45B → $1.44B (-$17.3M)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
66
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
151
Focused Wealth Management
New York
$26.4K +$60 +1 +0.2%
HCP
152
Hexagon Capital Partners
Arkansas
$21K
IA
153
IFP Advisors
Florida
$18.3K -$322K -5,374 -94%
LF
154
Lee Financial
Texas
$18.2K +$19K +317 New
Citigroup
155
Citigroup
New York
$17.2K
GRP
156
Global Retirement Partners
California
$14.9K
RFA
157
Register Financial Advisors
Georgia
$14.6K
WAM
158
WFA Asset Management
Wisconsin
$13.2K +$13.8K +230 New
EWM
159
EPG Wealth Management
Georgia
$10.8K +$60 +1 +0.5%
CIA
160
Cape Investment Advisory
Georgia
$5.74K
CIAS
161
Capital Investment Advisory Services
North Carolina
$4.48K
NFSG
162
Newbridge Financial Services Group
Florida
$4.31K
TFGT
163
TS Financial Group (TSFG)
Illinois
$4K
RDIA
164
RE Dickinson Investment Advisors
Iowa
$4K +$4.19K +70 New
BLC
165
Brown, Lisle/Cummings
Rhode Island
$3.73K
FCT
166
First Community Trust
Iowa
$2.87K
US Bancorp
167
US Bancorp
Minnesota
$2.76K
WWMSC
168
Wagner Wealth Management (South Carolina)
South Carolina
$2.53K -$1.26K -21 -32%
ACA
169
Aptus Capital Advisors
Alabama
$2.13K -$16.2K -270 -88%
GWANC
170
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.13K -$16.2K -270 -88%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$2.07K +$2.16K +36 New
FGAM
172
Financial Gravity Asset Management
Texas
$626 +$719 +12 New
DFA
173
DHJJ Financial Advisors
Illinois
$173 +$180 +3 New
AWM
174
Apollon Wealth Management
South Carolina
-$735K -12,226 Closed
Millennium Management
175
Millennium Management
New York
-$556K -9,252 Closed