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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

171 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$803M
2
NP
Nilsine Partners
Colorado
$17M
3
Bank of America
Bank of America
North Carolina
$94.6M
4
LPL Financial
LPL Financial
California
$51.1M
5
NC
NewSquare Capital
Pennsylvania
$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$147M
2
WWA
WCG Wealth Advisors
Nevada
$8.03M
3
CA
Crumly & Associates
Illinois
$2.82M
4
CAN
Cetera Advisor Networks
California
$1.64M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
WFA Asset Management
Wisconsin
$16.8K +$73 +1 +0.4%
PS
152
Principal Securities
Iowa
$15.3K – – –
FGAM
153
Financial Gravity Asset Management
Texas
$13.8K +$5.24K +76 +61%
EWM
154
EPG Wealth Management
Georgia
$13.8K +$73 +1 +0.5%
GJWM
155
Gilliland Jeter Wealth Management
Arkansas
$12.1K +$12.1K +166 New
CA
156
Continuum Advisory
Idaho
$6.91K +$6.91K +97 New
Jones Financial Companies
157
Jones Financial Companies
Missouri
$6.71K +$6.71K +92 New
IGWM
158
ICA Group Wealth Management
Colorado
$6.57K – – –
ACA
159
Aptus Capital Advisors
Alabama
$5.69K -$38K -521 -87%
GWANC
160
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.69K -$38K -521 -87%
CIAS
161
Capital Investment Advisory Services
North Carolina
$5.47K -$219 -3 -4%
NFSG
162
Newbridge Financial Services Group
Florida
$5.47K – – –
TFGT
163
TS Financial Group (TSFG)
Illinois
$5K +$71 +1 +1%
BLC
164
Brown, Lisle/Cummings
Rhode Island
$4.74K – – –
FCT
165
First Community Trust
Iowa
$3.65K – – –
US Bancorp
166
US Bancorp
Minnesota
$3.5K – – –
WWM
167
Wagner Wealth Management
South Carolina
$3.21K – – –
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$2.63K – – –
SIS
169
Sound Income Strategies
Florida
$1.24K +$1.24K +17 New
DFA
170
DHJJ Financial Advisors
Illinois
$219 – – –
TRCT
171
Tower Research Capital (TRC)
New York
$73 -$913K -12,506 -100%
MFG
172
Merit Financial Group
Georgia
– -$2.04M -31,458 Closed
MM
173
Main Management
California
– -$1.95M -30,000 Closed
Two Sigma Investments
174
Two Sigma Investments
New York
– -$1.33M -20,500 Closed
Goldman Sachs
175
Goldman Sachs
New York
– -$1.14M -17,512 Closed
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