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First Trust Industrials/Producer Durables AlphaDEX Fund

166 hedge funds and large institutions have $1.45B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 81 reducing their positions, and 26 closing their positions.

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
45
Reduced
81
Closed
26
Calls
Puts
$300K
Net Calls
-$300K
Net Calls Change
-$300K
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$723M 12,031,573 -97,292 -0.8%
Wells Fargo
2
Wells Fargo
California
$116M 1,922,652 -189,791 -9%
Morgan Stanley
3
Morgan Stanley
New York
$113M 1,883,879 -96,680 -5%
Bank of America
4
Bank of America
North Carolina
$71.1M 1,183,281 -256,455 -18%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$40.5M 673,854 +61,320 +10%
LPL Financial
6
LPL Financial
California
$35M 582,803 -87,108 -13%
UBS Group
7
UBS Group
Switzerland
$21.1M 350,904 -66,882 -16%
ODG
8
O'Dell Group
Ohio
$18.6M 309,615 +8,713 +3%
NA
9
NewEdge Advisors
Louisiana
$18.3M 305,042 +24,097 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.9M 281,813 -5,049 -2%
NC
11
NewSquare Capital
Pennsylvania
$14.8M 247,045 +151,720 +159%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$13.9M 232,095 -3,926 -2%
RJA
13
Raymond James & Associates
Florida
$13.1M 218,124 +35,791 +20%
ASN
14
Advisory Services Network
Georgia
$12.9M 214,947 -759 -0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$11.4M 189,701 +21,453 +13%
Truist Financial
16
Truist Financial
North Carolina
$11.1M 185,109 -51,300 -22%
DADC
17
D.A. Davidson & Co
Montana
$11M 182,690 +105,914 +138%
WWA
18
WCG Wealth Advisors
Nevada
$10M 166,482 -1,468 -0.9%
VCM
19
Virtue Capital Management
Tennessee
$9.94M 166,925 -15,175 -8%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$9.07M 150,984 -9,660 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.68M 127,756 -64,464 -34%
CWP
22
Cyndeo Wealth Partners
Florida
$7.09M 117,938 -2,987 -2%
Stifel Financial
23
Stifel Financial
Missouri
$6.68M 111,108 +11,841 +12%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$6.64M 110,526 +36,250 +49%
BRWA
25
B. Riley Wealth Advisors
Florida
$5.52M 91,870 -10,394 -10%