We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

13% more funds holding

Funds holding: 160181 (+21)

10% more capital invested

Capital invested by funds: $1.26B → $1.39B (+$123M)

0.05% less ownership

Funds ownership: 85.39%85.34% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$674M -$8.53M -154,282 -1%
Wells Fargo
2
Wells Fargo
California
$117M +$2.1M +37,980 +2%
Morgan Stanley
3
Morgan Stanley
New York
$110M -$1.23M -22,335 -1%
Bank of America
4
Bank of America
North Carolina
$80M +$3.28M +59,355 +4%
LPL Financial
5
LPL Financial
California
$37.2M +$12.2M +221,452 +49%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34M +$504K +9,122 +2%
UBS Group
7
UBS Group
Switzerland
$23.2M -$3.56M -64,469 -13%
ODG
8
O'Dell Group
Ohio
$16.7M +$448K +8,111 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.9M -$1.24M -22,504 -7%
NA
10
NewEdge Advisors
Louisiana
$15.6M -$4.42M -79,953 -22%
Truist Financial
11
Truist Financial
North Carolina
$13.1M +$2.6M +46,950 +25%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$13.1M +$211K +3,814 +2%
ASN
13
Advisory Services Network
Georgia
$12M +$1.06M +19,173 +10%
RJA
14
Raymond James & Associates
Florida
$10.1M -$1.41M -25,496 -12%
VCM
15
Virtue Capital Management
Tennessee
$9.69M +$10.1M +182,100 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.4M -$1.21M -21,905 -11%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$9.35M +$2.87K +52 +0%
WWA
18
WCG Wealth Advisors
Nevada
$9.33M +$522K +9,448 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.92M -$992K -17,949 -10%
CWP
20
Cyndeo Wealth Partners
Florida
$6.72M +$266K +4,820 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.41M -$306K -5,537 -5%
SMF
22
Sterling Manor Financial
New York
$5.74M +$5.71M +103,361 New
BRWA
23
B. Riley Wealth Advisors
Florida
$5.68M -$2.42M -43,844 -30%
Stifel Financial
24
Stifel Financial
Missouri
$5.51M +$1.29M +23,283 +31%
NC
25
NewSquare Capital
Pennsylvania
$5.3M -$997K -18,035 -16%