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First Trust Industrials/Producer Durables AlphaDEX Fund

178 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 77 reducing their positions, and 14 closing their positions.

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
19
Increased
46
Reduced
77
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$700M 10,790,416 -1,362,172 -11%
Morgan Stanley
2
Morgan Stanley
New York
$250M 3,848,456 +1,843,790 +92%
Wells Fargo
3
Wells Fargo
California
$125M 1,921,253 -11,411 -0.6%
Bank of America
4
Bank of America
North Carolina
$78.6M 1,211,212 +12,185 +1%
LPL Financial
5
LPL Financial
California
$39.9M 615,711 +27,953 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34.9M 537,678 -42,251 -7%
UBS Group
7
UBS Group
Switzerland
$30M 462,535 +104,988 +29%
ODG
8
O'Dell Group
Ohio
$20.1M 309,500 -4,553 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19.8M 305,265 +15,119 +5%
RJA
10
Raymond James & Associates
Florida
$19.1M 294,879 +77,254 +35%
NA
11
NewEdge Advisors
Louisiana
$16.3M 251,976 -70 -0%
ASN
12
Advisory Services Network
Georgia
$15M 230,620 +5,624 +2%
NC
13
NewSquare Capital
Pennsylvania
$14.5M 223,921 -96,942 -30%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$13.7M 211,529 -10,270 -5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$13.5M 207,925 +16,763 +9%
DADC
16
D.A. Davidson & Co
Montana
$13.2M 203,620 -4,353 -2%
Stifel Financial
17
Stifel Financial
Missouri
$11.2M 172,072 +29,402 +21%
Truist Financial
18
Truist Financial
North Carolina
$10.7M 165,518 -84,052 -34%
WWA
19
WCG Wealth Advisors
Nevada
$9.8M 151,018 -25,646 -15%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$9.77M 150,690 -2,050 -1%
NP
21
Nilsine Partners
Colorado
$8.84M 136,346 -20,583 -13%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$7.32M 112,832 -39,382 -26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.75M 104,066 +486 +0.5%
VCM
24
Virtue Capital Management
Tennessee
$6.21M 98,280 -68,645 -41%
GA
25
Gateway Advisory
New Jersey
$5.62M 86,581 +15,097 +21%