FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

170 hedge funds and large institutions have $1.59B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
52
Reduced
61
Closed
12
Calls
$388K
Puts
–
Net Calls
+$388K
Net Calls Change
-$94K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$137M
2
Bank of America
Bank of America
North Carolina
$92.7M
3
RJA
Raymond James & Associates
Florida
$22.7M
4
Jane Street
Jane Street
New York
$1.78M
5
MCM
MAI Capital Management
Ohio
$1.39M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$31.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.91M
4
BRWA
B. Riley Wealth Advisors
Florida
$862K
5
UBS Group
UBS Group
Switzerland
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
151
Principal Securities
Iowa
$14.3K – – –
William Blair & Company
152
William Blair & Company
Illinois
$14.3K +$14.3K +210 New
EWM
153
EPG Wealth Management
Georgia
$12.8K -$13.8K -189 Closed
GJWM
154
Gilliland Jeter Wealth Management
Arkansas
$11.3K – – –
FCG
155
Financial Connections Group
California
$11K +$11K +165 New
CA
156
Crewe Advisors
Utah
$9.6K +$9.6K +141 New
CA
157
Continuum Advisory
Idaho
$6.6K – – –
AA
158
Ancora Advisors
Ohio
$6.47K +$6.47K +95 New
IGWM
159
ICA Group Wealth Management
Colorado
$6.13K – – –
ACA
160
Aptus Capital Advisors
Alabama
$5.31K – – –
GWANC
161
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.31K – – –
CIAS
162
Capital Investment Advisory Services
North Carolina
$5.11K – – –
NFSG
163
Newbridge Financial Services Group
Florida
$5.11K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$5K – – –
BLC
165
Brown, Lisle/Cummings
Rhode Island
$4.42K – – –
TSMHT
166
Thurston Springer Miller Herd & Titak
Indiana
$3.95K +$3.95K +58 New
FCT
167
First Community Trust
Iowa
$3.4K – – –
US Bancorp
168
US Bancorp
Minnesota
$3.27K – – –
WWM
169
Wagner Wealth Management
South Carolina
$3K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$2.45K – – –
DFA
171
DHJJ Financial Advisors
Illinois
$205 – – –
BCM
172
Barometer Capital Management
Ontario, Canada
– -$713K -10,400 Closed
AWS
173
Atria Wealth Solutions
New York
– -$461K -6,318 Closed
Renaissance Technologies
174
Renaissance Technologies
New York
– -$241K -3,300 Closed
JIP
175
Jaffetilchin Investment Partners
Florida
– -$216K -2,957 Closed
4 5 6
7
8