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First Trust Industrials/Producer Durables AlphaDEX Fund

160 hedge funds and large institutions have $1.26B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $1.16B → $1.26B (+$101M)

6% more funds holding

Funds holding: 151160 (+9)

0.53% more ownership

Funds ownership: 84.86%85.39% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
51
Reduced
64
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$633M +$30.5M +599,466 +5%
Wells Fargo
2
Wells Fargo
California
$107M -$15.3M -301,011 -13%
Morgan Stanley
3
Morgan Stanley
New York
$103M -$18.6M -365,598 -15%
Bank of America
4
Bank of America
North Carolina
$71.1M +$3.69M +72,418 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$31.1M -$5.3M -104,083 -15%
UBS Group
6
UBS Group
Switzerland
$24.8M -$1.26M -24,777 -5%
LPL Financial
7
LPL Financial
California
$23.1M +$162K +3,174 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.9M -$8.71K -171 -0.1%
ODG
9
O'Dell Group
Ohio
$15.1M +$175K +3,445 +1%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$12M +$1.21M +23,679 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.7M -$395K -7,759 -3%
RJA
12
Raymond James & Associates
Florida
$10.7M -$479K -9,411 -4%
ASN
13
Advisory Services Network
Georgia
$10.1M +$408K +8,008 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.84M -$6.83M -134,094 -41%
Truist Financial
15
Truist Financial
North Carolina
$9.76M -$592K -11,613 -6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.2M -$2.69M -52,833 -23%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$8.66M +$297K +5,821 +4%
NA
18
NewEdge Advisors
Louisiana
$8.33M +$3.94M +77,257 +27%
WWA
19
WCG Wealth Advisors
Nevada
$8.16M +$681K +13,365 +9%
BRWA
20
B. Riley Wealth Advisors
Florida
$7.53M +$900K +17,672 +14%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.27M -$30.1K -591 -0.5%
CWP
22
Cyndeo Wealth Partners
Florida
$5.98M +$5.91M +116,105 New
NC
23
NewSquare Capital
Pennsylvania
$5.84M -$10.3M -201,420 -64%
CA
24
Crumly & Associates
Illinois
$4.73M -$2.19M -42,979 -32%
MWM
25
MinichMacGregor Wealth Management
New York
$4.49M -$123K -2,420 -3%