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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

173 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.5%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
44
Reduced
73
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
Benjamin Edwards Inc
Missouri
$14.7M
2
Goldman Sachs
Goldman Sachs
New York
$2.34M
3
DADC
D.A. Davidson & Co
Montana
$14.3M
4
SPWM
Schrum Private Wealth Management
Florida
$3.26M
5
PCG
Prosperity Consulting Group
Maryland
$1.07M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$136M
2
First Trust Advisors
First Trust Advisors
Illinois
$823M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$28.6M
4
UBS Group
UBS Group
Switzerland
$31.2M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
151
Sunbelt Securities
Texas
$17.9K – – –
WAM
152
WFA Asset Management
Wisconsin
$17.6K +$76 +1 +0.4%
WIM
153
Westside Investment Management
California
$16.1K -$4.17K -55 -21%
PS
154
Principal Securities
Iowa
$15.9K – – –
William Blair & Company
155
William Blair & Company
Illinois
$15.9K – – –
IA
156
IFP Advisors
Florida
$15.2K +$15.2K +200 New
EWM
157
EPG Wealth Management
Georgia
$14.3K +$14.3K +189 New
AssetMark Inc
158
AssetMark Inc
California
$13.9K +$13.9K +184 New
GJWM
159
Gilliland Jeter Wealth Management
Arkansas
$12.6K – – –
CA
160
Continuum Advisory
Idaho
$7.76K – – –
AA
161
Ancora Advisors
Ohio
$7.2K – – –
ACA
162
Aptus Capital Advisors
Alabama
$5.91K – – –
GWANC
163
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.91K – – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$5.68K – – –
NFSG
165
Newbridge Financial Services Group
Florida
$5.68K – – –
TFGT
166
TS Financial Group (TSFG)
Illinois
$5K – – –
BLC
167
Brown, Lisle/Cummings
Rhode Island
$4.92K – – –
FCT
168
First Community Trust
Iowa
$3.79K – – –
US Bancorp
169
US Bancorp
Minnesota
$3.64K – – –
WWM
170
Wagner Wealth Management
South Carolina
$3.34K – – –
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$2.79K – – –
TSMHT
172
Thurston Springer Miller Herd & Titak
Indiana
$1.67K -$2.73K -36 -62%
DFA
173
DHJJ Financial Advisors
Illinois
$228 – – –
HIIFS
174
Harel Insurance Investments & Financial Services
Israel
– -$3.67M -53,900 Closed
KNW
175
Kesler Norman & Wride
Utah
– -$1.33M -19,570 Closed
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