We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

172 hedge funds and large institutions have $1.61B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.58B → $1.61B (+$28.9M)

0.48% less ownership

Funds ownership: 87.83%87.35% (-0.48%)

3% less funds holding

Funds holding: 177172 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
10
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$779M -$23M -295,212 -3%
Wells Fargo
2
Wells Fargo
California
$143M -$2.6M -33,418 -2%
Morgan Stanley
3
Morgan Stanley
New York
$116M -$1.44M -18,438 -1%
Bank of America
4
Bank of America
North Carolina
$79.2M -$265K -3,398 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$51.4M -$1.31M -16,786 -2%
LPL Financial
6
LPL Financial
California
$47.1M +$475K +6,098 +1%
UBS Group
7
UBS Group
Switzerland
$30.2M -$375K -4,816 -1%
ODG
8
O'Dell Group
Ohio
$24.9M +$598K +7,678 +2%
NA
9
NewEdge Advisors
Louisiana
$23.8M -$883K -11,334 -4%
NP
10
Nilsine Partners
Colorado
$21.5M +$3.55M +45,505 +20%
NC
11
NewSquare Capital
Pennsylvania
$21.3M -$272K -3,487 -1%
ASN
12
Advisory Services Network
Georgia
$20M -$167K -2,147 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.7M -$3.64M -46,669 -20%
Truist Financial
14
Truist Financial
North Carolina
$14.3M +$114K +1,461 +0.8%
BEI
15
Benjamin Edwards Inc
Missouri
$14M +$420K +5,384 +3%
DADC
16
D.A. Davidson & Co
Montana
$13.7M +$192K +2,460 +1%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$12M -$3.73M -47,857 -24%
Stifel Financial
18
Stifel Financial
Missouri
$11.8M +$456K +5,856 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.1M -$529K -6,783 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.84M -$250K -3,207 -3%
SF
21
Summit Financial
New Jersey
$7.81M -$29.5K -378 -0.4%
MWM
22
Modern Wealth Management
Kansas
$7.44M -$3.97K -51 -0.1%
DWP
23
Daymark Wealth Partners
Ohio
$6.85M +$5.26M +67,464 +334%
WWA
24
WCG Wealth Advisors
Nevada
$6.16M -$693K -8,887 -10%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.66M -$123K -1,575 -2%