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First Trust Industrials/Producer Durables AlphaDEX Fund

172 hedge funds and large institutions have $1.54B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 87.31%88.03% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less funds holding

Funds holding: 187172 (-15)

10% less capital invested

Capital invested by funds: $1.7B → $1.54B (-$163M)

41% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 74

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $871K

Holders
172
Holders Change
-15
Holders Change %
-8.02%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
44
Reduced
74
Closed
19
Calls
Puts
$871K
Net Calls
-$871K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$733M -$5.91M -79,332 -0.7%
Wells Fargo
2
Wells Fargo
California
$136M -$7.71M -103,369 -5%
Morgan Stanley
3
Morgan Stanley
New York
$108M -$19.4M -260,547 -14%
Bank of America
4
Bank of America
North Carolina
$92.1M -$1.47M -19,673 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$47.9M -$724K -9,718 -1%
LPL Financial
6
LPL Financial
California
$46.9M -$6.5M -87,170 -11%
UBS Group
7
UBS Group
Switzerland
$29.8M +$1.18M +15,846 +4%
ODG
8
O'Dell Group
Ohio
$22M +$180K +2,416 +0.8%
NA
9
NewEdge Advisors
Louisiana
$21M +$878K +11,776 +4%
NC
10
NewSquare Capital
Pennsylvania
$19.3M -$440K -5,904 -2%
NP
11
Nilsine Partners
Colorado
$19M +$1.35M +18,132 +7%
ASN
12
Advisory Services Network
Georgia
$18M -$447K -5,993 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$17.4M -$2.31M -31,011 -11%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$15.2M -$46.8K -628 -0.3%
DADC
15
D.A. Davidson & Co
Montana
$13M -$142K -1,911 -1%
Truist Financial
16
Truist Financial
North Carolina
$12.4M +$423K +5,678 +3%
BEI
17
Benjamin Edwards Inc
Missouri
$11.8M -$940K -12,607 -7%
Stifel Financial
18
Stifel Financial
Missouri
$10.9M +$2.11M +28,271 +22%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.9M -$176K -2,367 -2%
VCM
20
Virtue Capital Management
Tennessee
$6.99M +$940K +12,615 +14%
SF
21
Summit Financial
New Jersey
$6.74M +$6.37M +85,482 +752%
MWM
22
Modern Wealth Management
Kansas
$6.72M -$6.26K -84 -0.1%
GCWM
23
Guided Capital Wealth Management
Texas
$6.63M +$1.02M +13,647 +17%
WWA
24
WCG Wealth Advisors
Nevada
$5.88M -$1.15M -15,368 -15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.6M -$182K -2,446 -3%