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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

171 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 19 closing their positions.

Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$803M
2
NP
2
Nilsine Partners
Colorado
$17M
3
Bank of America
3
Bank of America
North Carolina
$94.6M
4
LPL Financial
4
LPL Financial
California
$51.1M
5
NC
5
NewSquare Capital
Pennsylvania
$20.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$147M
2
WWA
2
WCG Wealth Advisors
Nevada
$8.03M
3
CA
3
Crumly & Associates
Illinois
$2.82M
4
CAN
4
Cetera Advisor Networks
California
$1.64M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.66M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$803M 11,005,868 +215,452 +2%
Morgan Stanley
2
Morgan Stanley
New York
$147M 2,009,292 -1,839,164 -48%
Wells Fargo
3
Wells Fargo
California
$138M 1,886,120 -35,133 -2%
Bank of America
4
Bank of America
North Carolina
$94.6M 1,296,425 +85,213 +7%
LPL Financial
5
LPL Financial
California
$51.1M 700,404 +84,693 +14%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$41M 562,544 +24,866 +5%
UBS Group
7
UBS Group
Switzerland
$37.5M 514,622 +52,087 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25.7M 352,309 +47,044 +15%
ODG
9
O'Dell Group
Ohio
$22.7M 310,952 +1,452 +0.5%
RJA
10
Raymond James & Associates
Florida
$21.1M 289,065 -5,814 -2%
NC
11
NewSquare Capital
Pennsylvania
$20.8M 285,495 +61,574 +27%
NA
12
NewEdge Advisors
Louisiana
$19.3M 264,750 +12,774 +5%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$18.1M 248,220 +40,295 +19%
ASN
14
Advisory Services Network
Georgia
$17.3M 236,628 +6,008 +3%
NP
15
Nilsine Partners
Colorado
$17M 232,668 +96,322 +71%
DADC
16
D.A. Davidson & Co
Montana
$14.9M 204,224 +604 +0.3%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$14.8M 203,004 -8,525 -4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$12.2M 167,834 +17,144 +11%
Truist Financial
19
Truist Financial
North Carolina
$11.6M 158,805 -6,713 -4%
Stifel Financial
20
Stifel Financial
Missouri
$11.1M 152,135 -19,937 -12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.55M 117,230 +13,164 +13%
WWA
22
WCG Wealth Advisors
Nevada
$8.03M 109,997 -41,021 -27%
GA
23
Gateway Advisory
New Jersey
$6.47M 88,625 +2,044 +2%
VCM
24
Virtue Capital Management
Tennessee
$6.37M 90,484 -7,796 -8%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$6.27M 85,908 +2,984 +4%
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