We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

158 hedge funds and large institutions have $1.43B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

0.92% less ownership

Funds ownership: 83.83%82.9% (-0.92%)

5% less funds holding

Funds holding: 167158 (-9)

10% less capital invested

Capital invested by funds: $1.6B → $1.43B (-$167M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
67
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$615M +$14M +241,897 +2%
Wells Fargo
2
Wells Fargo
California
$161M +$8.72M +151,055 +6%
Morgan Stanley
3
Morgan Stanley
New York
$156M -$4.93M -85,290 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$46.8M -$3.12M -53,977 -6%
LPL Financial
5
LPL Financial
California
$37.8M +$5.07M +87,791 +15%
Bank of America
6
Bank of America
North Carolina
$32.5M -$210K -3,636 -0.6%
UBS Group
7
UBS Group
Switzerland
$29M +$3.07M +53,184 +12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24.9M -$2.71M -46,971 -10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$21.5M -$7.53M -130,392 -26%
RJA
10
Raymond James & Associates
Florida
$20M +$44.7K +774 +0.2%
NC
11
NewSquare Capital
Pennsylvania
$17.7M -$3.83M -66,328 -18%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$17.6M -$854K -14,785 -5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$15.5M -$1.18M -20,468 -7%
ODG
14
O'Dell Group
Ohio
$14.3M +$339K +5,872 +2%
NA
15
NewEdge Advisors
Louisiana
$12.9M -$516K -8,930 -4%
Truist Financial
16
Truist Financial
North Carolina
$11.8M +$98.8K +1,711 +0.8%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$10.4M +$50.8K +879 +0.5%
ASN
18
Advisory Services Network
Georgia
$8.98M +$430K +7,440 +5%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$8.92M +$62.7K +1,085 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$8.45M -$6.62M -114,602 -43%
Stifel Financial
21
Stifel Financial
Missouri
$7.87M -$1.41M -24,445 -15%
BRWA
22
B. Riley Wealth Advisors
Florida
$7.67M +$618K +10,700 +9%
GA
23
Gateway Advisory
New Jersey
$7.07M +$5.92M +102,502 +453%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$6.69M -$86.5K -1,497 -1%
KAS
25
Kestra Advisory Services
Texas
$6.45M +$821K +14,211 +14%