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First Trust Industrials/Producer Durables AlphaDEX Fund

159 hedge funds and large institutions have $1.18B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0.81% more ownership

Funds ownership: 82.9%83.71% (+0.81%)

1% more funds holding

Funds holding: 158159 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 63

18% less capital invested

Capital invested by funds: $1.43B → $1.18B (-$253M)

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
53
Reduced
63
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$536M +$13.6M +259,438 +2%
Wells Fargo
2
Wells Fargo
California
$126M -$11.7M -222,332 -8%
Morgan Stanley
3
Morgan Stanley
New York
$122M -$11.3M -214,870 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$37.3M -$2.8M -53,171 -6%
Bank of America
5
Bank of America
North Carolina
$26.4M -$1.39M -26,477 -5%
LPL Financial
6
LPL Financial
California
$22.3M -$10.9M -206,793 -31%
UBS Group
7
UBS Group
Switzerland
$21.5M -$3.51M -66,690 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.9M -$96.9K -1,842 -0.6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.2M -$7.69M -146,207 -33%
NA
10
NewEdge Advisors
Louisiana
$13M +$2.22M +42,180 +18%
RJA
11
Raymond James & Associates
Florida
$12.8M -$4.6M -87,484 -25%
ODG
12
O'Dell Group
Ohio
$12.6M +$503K +9,554 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$11.6M +$12.5M +237,807 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$10.7M -$8.32M -158,194 -42%
Truist Financial
15
Truist Financial
North Carolina
$10.3M +$334K +6,349 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$10.3M -$3.2M -60,903 -22%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$9.67M +$2.27M +43,209 +27%
ASN
18
Advisory Services Network
Georgia
$8.57M +$1.01M +19,227 +12%
NC
19
NewSquare Capital
Pennsylvania
$8.17M -$7.51M -142,796 -46%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$7.41M -$1.57M -29,843 -16%
WWA
21
WCG Wealth Advisors
Nevada
$7.23M +$7.9M +150,146 New
Stifel Financial
22
Stifel Financial
Missouri
$6.46M -$262K -4,979 -4%
BRWA
23
B. Riley Wealth Advisors
Florida
$6.03M -$549K -10,440 -8%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.61M -$1.91M -36,218 -24%
Citadel Advisors
25
Citadel Advisors
Florida
$5.02M +$642K +12,207 +13%