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First Trust Industrials/Producer Durables AlphaDEX Fund

57 hedge funds and large institutions have $310M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

0% more funds holding

Funds holding: 5757 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

17.54% less ownership

Funds ownership: 56.82%39.28% (-18%)

30% less capital invested

Capital invested by funds: $443M → $310M (-$132M)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
30
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$873K +$828K +29,000 +4,762%
BCM
27
Barometer Capital Management
Ontario, Canada
$864K -$505K -17,700 -38%
BCM
28
Beck Capital Management
Texas
$833K +$92.2K +3,230 +13%
AIM
29
Astor Investment Management
Illinois
$782K +$756K +26,504 New
SI
30
Stephens Inc
Arkansas
$635K +$9.65K +338 +2%
BRWM
31
B. Riley Wealth Management
Tennessee
$543K +$525K +18,399 New
SG Americas Securities
32
SG Americas Securities
New York
$436K -$1.58M -55,490 -79%
CWM
33
Concert Wealth Management
California
$412K +$408K +14,311 New
JP Morgan Chase
34
JP Morgan Chase
New York
$404K -$101K -3,540 -21%
OC
35
Oppenheimer & Co
New York
$379K -$81.6K -2,860 -18%
WEC
36
Winslow Evans & Crocker
Massachusetts
$368K +$194K +6,804 +120%
NA
37
Navellier & Associates
Nevada
$316K -$3.65K -128 -1%
PI
38
Placemark Investments
Illinois
$307K -$6.45M -226,109 -96%
B
39
Baird
Wisconsin
$295K +$35.3K +1,236 +14%
SB
40
Suntrust Banks
Georgia
$263K +$254K +8,917 New
FHC
41
First Heartland Consultants
Missouri
$239K +$231K +8,107 New
Ameriprise
42
Ameriprise
Minnesota
$232K -$299K -10,489 -57%
HFS
43
HL Financial Services
Kentucky
$208K +$202K +7,061 New
AIG
44
American International Group
New York
$208K +$132K +4,614 +190%
RIA
45
Regal Investment Advisors
Michigan
$160K +$155K +5,440 New
AP
46
Advisors Preferred
Maryland
$145K -$1.5M -52,659 -91%
TFA
47
Transamerica Financial Advisors
Florida
$115K +$11.5K +402 +12%
PTC
48
Private Trust Company
Ohio
$88K +$63.7K +2,231 +298%
US Bancorp
49
US Bancorp
Minnesota
$48K +$35.8K +1,253 +321%
PAS
50
Partnervest Advisory Services
California
$25K +$24.3K +850 New