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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

187 hedge funds and large institutions have $1.7B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
57
Reduced
61
Closed
11
Calls
–
Puts
$935K
Net Calls
-$935K
Net Calls Change
-$935K

Top Buyers

1
MWM
1
Modern Wealth Management
Kansas
$7.22M
2
LPL Financial
2
LPL Financial
California
$56.9M
3
IAA
3
Independent Advisor Alliance
North Carolina
$5.58M
4
Wells Fargo
4
Wells Fargo
California
$154M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.03M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$793M
2
Jane Street
2
Jane Street
New York
$210K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21M
5
SPWM
5
Schrum Private Wealth Management
Florida
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
176
Ancora Advisors
Ohio
$7.11K – – –
CIAS
177
Capital Investment Advisory Services
North Carolina
$5.61K – – –
NFSG
178
Newbridge Financial Services Group
Florida
$5.61K – – –
ACA
179
Aptus Capital Advisors
Alabama
$5.46K -$374 -5 -6%
TFGT
180
TS Financial Group (TSFG)
Illinois
$5K – – –
BLC
181
Brown, Lisle/Cummings
Rhode Island
$4.86K – – –
FCT
182
First Community Trust
Iowa
$3.74K – – –
WWM
183
Wagner Wealth Management
South Carolina
$3.3K – – –
GWANC
184
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.77K -$3.07K -41 -53%
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$2.69K – – –
TSMHT
186
Thurston Springer Miller Herd & Titak
Indiana
$1.57K -$75 -1 -5%
DFA
187
DHJJ Financial Advisors
Illinois
$225 – – –
Goldman Sachs
188
Goldman Sachs
New York
– -$2.34M -30,952 Closed
BCM
189
Barometer Capital Management
Ontario, Canada
– -$659K -8,700 Closed
Millennium Management
190
Millennium Management
New York
– -$406K -5,353 Closed
GS
191
GTS Securities
New York
– -$224K -2,952 Closed
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
– -$222K -2,928 Closed
PA
193
PFG Advisors
Arizona
– -$210K -2,775 Closed
WFAG
194
Worth Financial Advisory Group
North Carolina
– -$203K -2,678 Closed
JIP
195
Jaffetilchin Investment Partners
Florida
– -$200K -2,635 Closed
NS
196
NBC Securities
Alabama
– -$68K -902 Closed
FWM
197
Focused Wealth Management
New York
– -$225K -464 Closed
GJWM
198
Gilliland Jeter Wealth Management
Arkansas
– -$12.6K -166 Closed
4 5 6 7
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