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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

167 hedge funds and large institutions have $1.6B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
66
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$18.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$7.48M
4
Wells Fargo
4
Wells Fargo
California
$168M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.13M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$863K
2
Bank of America
2
Bank of America
North Carolina
$36.1M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$664M
4
UBS Group
4
UBS Group
Switzerland
$28.7M
5
SAM
5
Secure Asset Management
Michigan
$825K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$664M 10,635,812 -129,424 -1%
Morgan Stanley
2
Morgan Stanley
New York
$177M 2,840,812 +143,248 +5%
Wells Fargo
3
Wells Fargo
California
$168M 2,694,378 +112,208 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$55M 881,243 -20,575 -2%
LPL Financial
5
LPL Financial
California
$36.3M 581,401 -19,229 -3%
Bank of America
6
Bank of America
North Carolina
$36.1M 578,320 -138,830 -19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$31.9M 510,832 -15,587 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$30.4M 487,559 -5,108 -1%
UBS Group
9
UBS Group
Switzerland
$28.7M 459,914 -71,670 -13%
NC
10
NewSquare Capital
Pennsylvania
$23.6M 378,783 +2,704 +0.7%
RJA
11
Raymond James & Associates
Florida
$22M 353,130 -11,565 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$20.4M 326,103 +49,845 +18%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$18.4M 294,888 +294,888 New
Osaic Holdings
14
Osaic Holdings
Arizona
$16.7M 267,076 +8,473 +3%
ODG
15
O'Dell Group
Ohio
$15.4M 247,021 +4,190 +2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14.9M 238,233 +3,374 +1%
NA
17
NewEdge Advisors
Louisiana
$14.8M 237,605 +21,417 +10%
Truist Financial
18
Truist Financial
North Carolina
$12.9M 206,893 +13,538 +7%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$11.4M 183,012 -3,971 -2%
Stifel Financial
20
Stifel Financial
Missouri
$10.2M 163,588 +6,586 +4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$9.78M 156,666 +11,809 +8%
ASN
22
Advisory Services Network
Georgia
$9.45M 151,393 -3,315 -2%
BRWA
23
B. Riley Wealth Advisors
Florida
$7.8M 124,929 +3,807 +3%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$7.48M 119,874 +117,868 +5,876%
Goldman Sachs
25
Goldman Sachs
New York
$7.13M 114,311 +108,897 +2,011%
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