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First Trust Industrials/Producer Durables AlphaDEX Fund

178 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

12% more capital invested

Capital invested by funds: $1.44B → $1.61B (+$176M)

5.08% more ownership

Funds ownership: 87.86%92.94% (+5.1%)

3% more funds holding

Funds holding: 173178 (+5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 77

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
46
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
151
Stephens Consulting
Michigan
$36.5K
TCWA
152
Turtle Creek Wealth Advisors
Texas
$35.4K +$32.1K +546 New
IPW
153
Impact Partnership Wealth
Georgia
$32.4K
FWM
154
Focused Wealth Management
New York
$29.9K +$59 +1 +0.2%
AP
155
Advisors Preferred
Maryland
$27.5K +$25.2K +428 New
HCP
156
Hexagon Capital Partners
Arkansas
$23.7K
LF
157
Lee Financial
Texas
$20.6K
Citigroup
158
Citigroup
New York
$19.5K
WIM
159
Westside Investment Management
California
$17.4K -$14.2K -241 -47%
GRP
160
Global Retirement Partners
California
$16.5K
RFA
161
Register Financial Advisors
Georgia
$16.5K
SS
162
Sunbelt Securities
Texas
$15.3K -$14.8K -251 -52%
WAM
163
WFA Asset Management
Wisconsin
$14.9K
PS
164
Principal Securities
Iowa
$13.6K +$12.3K +210 New
EWM
165
EPG Wealth Management
Georgia
$12.3K
FGAM
166
Financial Gravity Asset Management
Texas
$7.87K +$6.59K +112 +933%
IGWM
167
ICA Group Wealth Management
Colorado
$5.84K +$5.29K +90 New
CIAS
168
Capital Investment Advisory Services
North Carolina
$5.06K
RDIA
169
RE Dickinson Investment Advisors
Iowa
$5K
TFGT
170
TS Financial Group (TSFG)
Illinois
$5K
NFSG
171
Newbridge Financial Services Group
Florida
$4.87K
BLC
172
Brown, Lisle/Cummings
Rhode Island
$4.22K
FCT
173
First Community Trust
Iowa
$3.24K
US Bancorp
174
US Bancorp
Minnesota
$3.11K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$2.85K