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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

172 hedge funds and large institutions have $1.54B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-15
Holders Change %
-8.02%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
44
Reduced
74
Closed
19
Calls
–
Puts
$871K
Net Calls
-$871K
Net Calls Change
+$64K

Top Buyers

1
SF
Summit Financial
New Jersey
$6.74M
2
GSWM
Greenup Street Wealth Management
Michigan
$2.96M
3
CI
CX Institutional
Indiana
$2.56M
4
Stifel Financial
Stifel Financial
Missouri
$10.9M
5
NP
Nilsine Partners
Colorado
$19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$108M
2
Wells Fargo
Wells Fargo
California
$136M
3
LPL Financial
LPL Financial
California
$46.9M
4
IAA
Independent Advisor Alliance
North Carolina
$0
5
First Trust Advisors
First Trust Advisors
Illinois
$733M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
151
William Blair & Company
Illinois
$14.6K – – –
IA
152
IFP Advisors
Florida
$14K – – –
EWM
153
EPG Wealth Management
Georgia
$13.2K – – –
AssetMark Inc
154
AssetMark Inc
California
$12.8K – – –
PSFG
155
Park Square Financial Group
Georgia
$11.4K -$418 -6 -4%
HFS
156
Hughes Financial Services
Virginia
$10.5K +$10.5K +150 New
GSWM
157
Golden State Wealth Management
California
$8.22K +$8.22K +118 New
Q1WB
158
Quest 10 Wealth Builders
Virginia
$7.24K – – –
CA
159
Continuum Advisory
Idaho
$6.76K – – –
AA
160
Ancora Advisors
Ohio
$6.62K – – –
NFSG
161
Newbridge Financial Services Group
Florida
$5.22K – – –
CIAS
162
Capital Investment Advisory Services
North Carolina
$5.22K – – –
ACA
163
Aptus Capital Advisors
Alabama
$5.08K – – –
TFGT
164
TS Financial Group (TSFG)
Illinois
$5K – – –
BLC
165
Brown, Lisle/Cummings
Rhode Island
$4.53K – – –
FCT
166
First Community Trust
Iowa
$3.48K – – –
US Bancorp
167
US Bancorp
Minnesota
$3.34K -$11.1K -160 -77%
WWM
168
Wagner Wealth Management
South Carolina
$3.07K – – –
GWANC
169
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.58K – – –
OSAM
170
O'Shaughnessy Asset Management
Connecticut
$2.51K – – –
TSMHT
171
Thurston Springer Miller Herd & Titak
Indiana
$1.46K – – –
DFA
172
DHJJ Financial Advisors
Illinois
$209 – – –
IAA
173
Independent Advisor Alliance
North Carolina
– -$5.58M -74,612 Closed
NA
174
Navellier & Associates
Nevada
– -$3.09M -41,297 Closed
SAM
175
Secure Asset Management
Michigan
– -$1.32M -17,587 Closed
4 5 6
7
8