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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

175 hedge funds and large institutions have $1.58B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+3
Holders Change %
+1.74%
% of All Funds
2.35%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
44
Reduced
75
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.65M
2
GS
GTS Securities
New York
$2.52M
3
PCH
PGIM Custom Harvest
New Jersey
$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
$3.06M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$3.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$75.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$763M
3
Wells Fargo
Wells Fargo
California
$138M
4
LPL Financial
LPL Financial
California
$44.3M
5
Morgan Stanley
Morgan Stanley
New York
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMMA Investing
California
$29.5K +$29.5K +398 New
EWP
152
Elevation Wealth Partners
California
$28.1K -$33.3K -449 -54%
AWM
153
AE Wealth Management
Kansas
$25.5K -$40.8K -550 -62%
HFS
154
Hughes Financial Services
Virginia
$22.2K +$10.7K +139 +93%
DF
155
Dunhill Financial
United Kingdom
$21.6K +$21.6K +291 New
WIM
156
Westside Investment Management
California
$15.8K – – –
WAM
157
WFA Asset Management
Wisconsin
$15.8K – – –
PS
158
Principal Securities
Iowa
$15.6K – – –
AssetMark Inc
159
AssetMark Inc
California
$13.7K – – –
SWM
160
Spire Wealth Management
Virginia
$12.3K -$1.79M -24,107 -99%
PSFG
161
Park Square Financial Group
Georgia
$12.2K – – –
IA
162
IFP Advisors
Florida
$7.43K -$7.43K -100 -50%
AA
163
Ancora Advisors
Ohio
$7.05K – – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$5.57K – – –
NFSG
165
Newbridge Financial Services Group
Florida
$5.57K – – –
TFGT
166
TS Financial Group (TSFG)
Illinois
$5K – – –
BLC
167
Brown, Lisle/Cummings
Rhode Island
$4.82K – – –
FCT
168
First Community Trust
Iowa
$3.71K – – –
US Bancorp
169
US Bancorp
Minnesota
$3.56K – – –
WWM
170
Wagner Wealth Management
South Carolina
$3.27K – – –
ACA
171
Aptus Capital Advisors
Alabama
$2.75K -$2.67K -36 -49%
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.75K – – –
OSAM
173
O'Shaughnessy Asset Management
Connecticut
$2.67K – – –
AF
174
Advisornet Financial
Minnesota
$1.56K +$1.56K +21 New
DFA
175
DHJJ Financial Advisors
Illinois
$223 – – –
4 5 6
7
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