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First Trust Industrials/Producer Durables AlphaDEX Fund

78 hedge funds and large institutions have $656M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

177% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 13

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

112% more capital invested

Capital invested by funds: $310M → $656M (+$346M)

37% more funds holding

Funds holding: 5778 (+21)

12.75% more ownership

Funds ownership: 39.28%52.02% (+13%)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
25
Increased
36
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Virtu Financial
New York
$1.8M +$1.76M +58,948 New
RIA
27
Regal Investment Advisors
Michigan
$1.78M +$1.57M +52,813 +971%
JCM
28
Janney Capital Management
Pennsylvania
$1.65M -$1.14M -38,375 -41%
TRCT
29
Tower Research Capital (TRC)
New York
$1.51M +$1.48M +49,660 New
BCM
30
Barometer Capital Management
Ontario, Canada
$1.37M +$465K +15,600 +53%
SAM
31
Shamrock Asset Management
Texas
$1.28M +$1.25M +42,049 New
NA
32
Navellier & Associates
Nevada
$1.21M +$865K +29,015 +271%
ONB
33
Old National Bancorp
Indiana
$1.19M +$1.16M +38,873 New
AIG
34
American International Group
New York
$1.13M +$897K +30,092 +428%
BCM
35
Beck Capital Management
Texas
$1.09M +$228K +7,636 +27%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$951K +$930K +31,182 New
PFG
37
Pacific Financial Group
Washington
$942K -$6.17M -207,035 -87%
MM
38
Main Management
California
$915K +$894K +30,000 New
CS
39
Credit Suisse
Switzerland
$882K +$862K +28,924 New
SI
40
Stephens Inc
Arkansas
$870K +$209K +7,004 +33%
Ameriprise
41
Ameriprise
Minnesota
$708K +$457K +15,326 +195%
VAM
42
Visionary Asset Management
Texas
$678K +$663K +22,231 New
OC
43
Oppenheimer & Co
New York
$583K +$187K +6,271 +49%
Jane Street
44
Jane Street
New York
$571K +$558K +18,715 New
FA
45
FDx Advisors
Illinois
$509K +$497K +16,686 New
WEC
46
Winslow Evans & Crocker
Massachusetts
$482K +$99.1K +3,323 +27%
JP Morgan Chase
47
JP Morgan Chase
New York
$480K +$60.8K +2,039 +15%
CWM
48
Concert Wealth Management
California
$422K +$10.3K +346 +2%
PFS
49
Prospera Financial Services
Texas
$414K +$405K +13,579 New
TFA
50
Transamerica Financial Advisors
Florida
$388K +$263K +8,821 +226%