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First Trust Industrials/Producer Durables AlphaDEX Fund

167 hedge funds and large institutions have $605M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 77 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

3% less funds holding

Funds holding: 172167 (-5)

13.16% less ownership

Funds ownership: 87.35%74.19% (-13%)

60% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 77

62% less capital invested

Capital invested by funds: $1.61B → $605M (-$1.01B)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
31
Reduced
77
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$113M -$32M -408,053 -22%
Morgan Stanley
2
Morgan Stanley
New York
$96.3M -$21.5M -274,365 -19%
Raymond James Financial
3
Raymond James Financial
Florida
$48.3M -$4.16M -53,060 -8%
LPL Financial
4
LPL Financial
California
$39.5M -$8.57M -109,302 -18%
Bank of America
5
Bank of America
North Carolina
$29M -$51M -651,041 -64%
UBS Group
6
UBS Group
Switzerland
$24M -$6.77M -86,383 -22%
CPA
7
Capital Performance Advisors
California
$21.8M +$21.4M +273,298 New
NC
8
NewSquare Capital
Pennsylvania
$14.6M -$7.03M -89,738 -33%
Truist Financial
9
Truist Financial
North Carolina
$13.1M -$1.55M -19,831 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M -$3.97M -50,653 -27%
DADC
11
D.A. Davidson & Co
Montana
$9.89M -$4.01M -51,205 -29%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$9.12M -$1.21M -15,473 -12%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$8.31M -$3.85M -49,090 -32%
Stifel Financial
14
Stifel Financial
Missouri
$8.22M -$3.74M -47,669 -32%
SF
15
Summit Financial
New Jersey
$7.78M -$206K -2,625 -3%
MWM
16
Modern Wealth Management
Kansas
$7.77M +$155K +1,974 +2%
VCM
17
Virtue Capital Management
Tennessee
$7.39M +$4.46M +56,905 +168%
BEI
18
Benjamin Edwards Inc
Missouri
$7.38M -$6.84M -87,230 -49%
DWP
19
Daymark Wealth Partners
Ohio
$7.11M +$101K +1,289 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.22M -$567K -7,235 -10%
MCM
21
Monument Capital Management
Virginia
$5.11M +$248K +3,166 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.68M -$4.29M -54,689 -48%
AWA
23
Arkadios Wealth Advisors
Georgia
$4M +$3.44M +43,859 +706%
NA
24
NewEdge Advisors
Louisiana
$3.67M -$20.3M -258,468 -85%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.62M +$547K +6,980 +18%