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First Trust Industrials/Producer Durables AlphaDEX Fund

177 hedge funds and large institutions have $1.58B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 172177 (+5)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$42.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.2% less ownership

Funds ownership: 88.03%87.83% (-0.2%)

40% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 75

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
45
Reduced
75
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
$763M -$17.2M -246,143 -2%
Wells Fargo
2
Wells Fargo
California
$138M -$6.07M -87,082 -4%
Morgan Stanley
3
Morgan Stanley
New York
$111M -$3.56M -51,059 -3%
Bank of America
4
Bank of America
North Carolina
$75.6M -$21.2M -304,419 -23%
Raymond James Financial
5
Raymond James Financial
Florida
$50.1M -$903K -12,943 -2%
LPL Financial
6
LPL Financial
California
$44.3M -$5.29M -75,901 -11%
UBS Group
7
UBS Group
Switzerland
$29M -$2.51M -35,967 -8%
NA
8
NewEdge Advisors
Louisiana
$23.4M +$965K +13,837 +5%
ODG
9
O'Dell Group
Ohio
$23.1M -$341K -4,887 -2%
NC
10
NewSquare Capital
Pennsylvania
$20.5M -$31.5K -451 -0.2%
ASN
11
Advisory Services Network
Georgia
$19.9M -$46.8K -671 -0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$17.4M -$1.05M -15,035 -6%
NP
13
Nilsine Partners
Colorado
$17M -$2.97M -42,648 -16%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$14.9M -$1.15M -16,547 -8%
Truist Financial
15
Truist Financial
North Carolina
$13.5M +$292K +4,179 +2%
BEI
16
Benjamin Edwards Inc
Missouri
$12.9M +$331K +4,740 +3%
DADC
17
D.A. Davidson & Co
Montana
$12.8M -$945K -13,554 -7%
Stifel Financial
18
Stifel Financial
Missouri
$10.7M -$838K -12,011 -8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.1M -$402K -5,762 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.65M +$2.52M +36,055 +45%
SF
21
Summit Financial
New Jersey
$7.45M +$247K +3,537 +4%
VCM
22
Virtue Capital Management
Tennessee
$7.2M -$250K -3,589 -4%
MWM
23
Modern Wealth Management
Kansas
$7.08M -$76.2K -1,093 -1%
GCWM
24
Guided Capital Wealth Management
Texas
$6.99M -$72.1K -1,034 -1%
WWA
25
WCG Wealth Advisors
Nevada
$6.51M +$237K +3,396 +4%

FXR Hedge Fund Activity: Q2 2025 in Review

177 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2025, worth a combined $1.58B — up 2.8% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FXR positions and 13 closed out — a net gain of 5 holders — while 45 added to existing stakes and 75 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.52M. The largest seller was Bank of America, cutting an estimated $21.2M.

  • 177 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2025, up from 172 in Q1 2025.
  • Funds reported $1.58B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 18 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2025 and 13 closed out, a net change of +5 holders.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2025 was Envestnet Asset Management, an estimated $2.52M added.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2025 was Bank of America, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2025.