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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 54

4% more funds holding

Funds holding: 166173 (+7)

2.1% more ownership

Funds ownership: 85.76%87.86% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.45B → $1.44B (-$17.3M)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
66
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$698M +$7.25M +121,015 +1%
Morgan Stanley
2
Morgan Stanley
New York
$115M +$7.24M +120,787 +6%
Wells Fargo
3
Wells Fargo
California
$111M +$600K +10,012 +0.5%
Bank of America
4
Bank of America
North Carolina
$68.9M +$943K +15,746 +1%
LPL Financial
5
LPL Financial
California
$33.8M +$297K +4,955 +0.9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$33.3M -$5.63M -93,925 -14%
UBS Group
7
UBS Group
Switzerland
$20.5M +$398K +6,643 +2%
NC
8
NewSquare Capital
Pennsylvania
$18.4M +$4.42M +73,818 +30%
ODG
9
O'Dell Group
Ohio
$18M +$266K +4,438 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.7M +$499K +8,333 +3%
NA
11
NewEdge Advisors
Louisiana
$14.5M -$3.18M -52,996 -17%
Truist Financial
12
Truist Financial
North Carolina
$14.3M +$3.86M +64,461 +35%
ASN
13
Advisory Services Network
Georgia
$12.9M +$602K +10,049 +5%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$12.7M -$617K -10,296 -4%
RJA
15
Raymond James & Associates
Florida
$12.5M -$29.9K -499 -0.2%
DADC
16
D.A. Davidson & Co
Montana
$11.9M +$1.51M +25,283 +14%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$11M +$87.5K +1,461 +0.8%
WWA
18
WCG Wealth Advisors
Nevada
$10.2M +$610K +10,182 +6%
VCM
19
Virtue Capital Management
Tennessee
$9.94M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.39M +$5.39M +90,023 +122%
NP
21
Nilsine Partners
Colorado
$9.01M +$4.69M +78,257 +99%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$8.77M +$105K +1,756 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$8.74M +$2.5M +41,688 +38%
Stifel Financial
24
Stifel Financial
Missouri
$8.19M +$1.89M +31,562 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$7.29M +$5.48M +91,498 +259%