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First Trust Industrials/Producer Durables AlphaDEX Fund

173 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $1.59B → $1.71B (+$123M)

2% more funds holding

Funds holding: 170173 (+3)

0.23% less ownership

Funds ownership: 86.09%85.87% (-0.23%)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

Holders
173
Holders Change
+3
Holders Change %
+1.76%
% of All Funds
2.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
17
Increased
44
Reduced
73
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$823M -$8.38M -117,510 -1%
Wells Fargo
2
Wells Fargo
California
$152M -$484K -6,787 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$136M -$13.3M -187,018 -9%
Bank of America
4
Bank of America
North Carolina
$100M -$2.85M -39,956 -3%
LPL Financial
5
LPL Financial
California
$50.3M -$1.93M -27,129 -4%
UBS Group
6
UBS Group
Switzerland
$31.2M -$4.92M -68,980 -14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$28.6M -$6.04M -84,783 -18%
RJA
8
Raymond James & Associates
Florida
$24.6M -$616K -8,637 -3%
ODG
9
O'Dell Group
Ohio
$24.3M +$663K +9,299 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$23.1M -$290K -4,072 -1%
NC
11
NewSquare Capital
Pennsylvania
$21.6M +$168K +2,352 +0.8%
NA
12
NewEdge Advisors
Louisiana
$20.7M +$8.7K +122 +0%
NP
13
Nilsine Partners
Colorado
$18.1M +$126K +1,763 +0.7%
ASN
14
Advisory Services Network
Georgia
$17M
Baird Financial Group
15
Baird Financial Group
Wisconsin
$16.9M -$1.79M -25,154 -10%
BEI
16
Benjamin Edwards Inc
Missouri
$14.7M +$13.7M +191,772 +7,601%
DADC
17
D.A. Davidson & Co
Montana
$14.3M +$1.24M +17,447 +10%
Truist Financial
18
Truist Financial
North Carolina
$12.4M +$131K +1,839 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$12.1M -$640K -8,977 -5%
Stifel Financial
20
Stifel Financial
Missouri
$8.82M -$1.11M -15,587 -12%
WWA
21
WCG Wealth Advisors
Nevada
$7.61M -$227K -3,183 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.36M -$1.43M -20,109 -17%
GA
23
Gateway Advisory
New Jersey
$6.71M -$106K -1,490 -2%
VCM
24
Virtue Capital Management
Tennessee
$6.65M -$369K -5,172 -6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.37M -$279K -3,918 -5%