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First Trust Industrials/Producer Durables AlphaDEX Fund

110 hedge funds and large institutions have $1.21B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 106110 (+4)

3.51% more ownership

Funds ownership: 81.58%85.09% (+3.5%)

1% more capital invested

Capital invested by funds: $1.2B → $1.21B (+$15.1M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
10
Increased
37
Reduced
49
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$4.32M -$371K -10,674 -8%
SAM
27
SignalPoint Asset Management
Missouri
$4.25M -$3.82K -110 -0.1%
NA
28
NewEdge Advisors
Louisiana
$4.02M +$273K +7,861 +8%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$3.86M +$388K +11,170 +11%
CS
30
Credit Suisse
Switzerland
$3.84M -$270K -7,784 -7%
BTS
31
BB&T Securities
Virginia
$3.1M +$1.21M +34,891 +66%
EWA
32
EP Wealth Advisors
California
$3.06M +$3.01M +86,575 New
SI
33
Stephens Inc
Arkansas
$2.96M -$7.82K -225 -0.3%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.71M -$84.4K -2,429 -3%
GA
35
Gateway Advisory
New Jersey
$2.57M +$277K +7,960 +12%
BFA
36
Beaumont Financial Advisors
Massachusetts
$2.55M -$179K -5,163 -7%
BCM
37
Barometer Capital Management
Ontario, Canada
$2.39M -$62.5K -1,800 -3%
GFPC
38
Global Financial Private Capital
Florida
$2.17M -$190K -5,456 -8%
DADC
39
D.A. Davidson & Co
Montana
$2.04M +$116K +3,341 +6%
AP
40
Atwood & Palmer
Missouri
$1.86M +$86.8K +2,500 +5%
UCFA
41
United Capital Financial Advisors
Texas
$1.86M -$216K -6,213 -11%
Goldman Sachs
42
Goldman Sachs
New York
$1.78M +$16.2K +467 +0.9%
DWA
43
Dorsey Wright & Associates
California
$1.76M -$12.7K -366 -0.7%
SFI
44
SPC Financial Inc
Maryland
$1.27M +$211K +6,060 +20%
IH
45
IFC Holdings
Florida
$1.25M -$3.44M -99,022 -74%
MWM
46
MinichMacGregor Wealth Management
New York
$1.21M -$12.6K -362 -1%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.16M +$8.23K +237 +0.7%
MM
48
Main Management
California
$1.06M
AG
49
Advisor Group
Arizona
$1.04M +$36.3K +1,044 +4%
AI
50
Atria Investments
North Carolina
$1.03M -$61.1K -1,759 -6%