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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

106 hedge funds and large institutions have $1.2B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
106
Holders Change
+20
Holders Change %
+23.26%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
26
Increased
39
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$150M
2
Wells Fargo
2
Wells Fargo
California
$130M
3
HA
3
Hays Advisory
Tennessee
$14.4M
4
UBS Group
4
UBS Group
Switzerland
$42.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$7.79M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$564M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$18.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.72M
4
AG
4
Advisor Group
Arizona
$973K
5
AIM
5
Advantage Investment Management
Iowa
$65K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
SignalPoint Asset Management
Missouri
$4.13M -$2.52M -73,345 -38%
CS
27
Credit Suisse
Switzerland
$3.99M +$1.86M +54,203 +87%
NA
28
NewEdge Advisors
Louisiana
$3.52M -$37.8K -1,119 -1%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$3.34M +$1.17M +34,614 +54%
SI
30
Stephens Inc
Arkansas
$2.89M +$142K +4,147 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.72M -$717K -20,895 -21%
BFA
32
Beaumont Financial Advisors
Massachusetts
$2.65M -$1.54M -45,017 -37%
BCM
33
Barometer Capital Management
Ontario, Canada
$2.39M -$1.19M -34,600 -33%
GFPC
34
Global Financial Private Capital
Florida
$2.29M +$2.29M +66,815 New
GA
35
Gateway Advisory
New Jersey
$2.19M +$2.19M +64,720 New
UCFA
36
United Capital Financial Advisors
Texas
$2.02M -$203K -5,923 -9%
DADC
37
D.A. Davidson & Co
Montana
$1.86M +$138K +4,025 +8%
BTS
38
BB&T Securities
Virginia
$1.81M +$1.17M +33,966 +180%
AP
39
Atwood & Palmer
Missouri
$1.72M +$1.7M +49,525 +8,689%
DWA
40
Dorsey Wright & Associates
California
$1.72M +$1.72M +50,056 New
Goldman Sachs
41
Goldman Sachs
New York
$1.72M -$6.86M -199,940 -80%
IPC
42
Independent Portfolio Consultants
Florida
$1.39M +$1.39M +40,575 New
MWM
43
MinichMacGregor Wealth Management
New York
$1.19M +$5.08K +148 +0.4%
FHA
44
First Horizon Advisors
Tennessee
$1.13M +$1.13M +32,813 New
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.12M +$1.12M +32,635 New
AI
46
Atria Investments
North Carolina
$1.07M +$323K +9,417 +44%
IAA
47
Independent Advisor Alliance
North Carolina
$1.06M +$1.06M +31,165 New
MM
48
Main Management
California
$1.03M – – –
SFI
49
SPC Financial Inc
Maryland
$1.03M +$79.7K +2,323 +8%
AG
50
Advisor Group
Arizona
$973K -$6.07M -176,824 -86%
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