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First Trust Industrials/Producer Durables AlphaDEX Fund

54 hedge funds and large institutions have $89.8M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $76.3M → $89.8M (+$13.5M)

10.44% more ownership

Funds ownership: 45.15%55.59% (+10%)

2% more funds holding

Funds holding: 5354 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
16
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$598K +$400K +14,289 +190%
BTS
27
BB&T Securities
Virginia
$556K +$135K +4,809 +31%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$546K +$212K +7,566 +61%
SI
29
Stephens Inc
Arkansas
$392K
ACM
30
Argentus Capital Management
Texas
$374K -$268K -9,578 -41%
FIM
31
Freedom Investment Management
Connecticut
$354K -$30.8K -1,100 -8%
VKH
32
Virtu KCG Holdings
New York
$349K -$58.4K -2,085 -14%
RIA
33
Regal Investment Advisors
Michigan
$330K -$21.1K -753 -6%
BRWA
34
B. Riley Wealth Advisors
Florida
$306K +$311K +11,120 New
PAG
35
Pinnacle Advisory Group
Maryland
$270K
Stifel Financial
36
Stifel Financial
Missouri
$238K -$23.1K -826 -9%
AG
37
Advisor Group
Arizona
$188K +$194K +6,932 New
MFS
38
MSI Financial Services
Massachusetts
$140K +$26.9K +962 +23%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$136K +$115K +4,097 +451%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$123K +$28 +1 +0%
IA
41
IFP Advisors
Florida
$119K +$122K +4,352 New
Citigroup
42
Citigroup
New York
$88K -$65.1K -2,324 -42%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$48K +$49K +1,750 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K +$11.4K +406 +65%
WEC
45
Winslow Evans & Crocker
Massachusetts
$25.3K +$28 +1 +0.1%
WA
46
WFG Advisors
Texas
$22K
JFGIW
47
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K -$840 -30 -5%
GWM
48
Geneos Wealth Management
Colorado
$13K -$23K -822 -62%
ASN
49
Advisory Services Network
Georgia
$13K +$13.7K +488 New
BIG
50
Bellwether Investment Group
Tennessee
$12K +$12.5K +448 New