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First Trust Industrials/Producer Durables AlphaDEX Fund

108 hedge funds and large institutions have $1.21B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $1.21B → $1.21B (-$3.66M)

2% less funds holding

Funds holding: 110108 (-2)

2.42% less ownership

Funds ownership: 85.09%82.67% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
6
Increased
38
Reduced
48
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$4.21M +$142K +3,976 +4%
TFA
27
Transamerica Financial Advisors
Florida
$4.02M -$494K -13,812 -11%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$3.72M -$1.99M -55,624 -36%
BTS
29
BB&T Securities
Virginia
$3.16M -$89.4K -2,500 -3%
SI
30
Stephens Inc
Arkansas
$3.01M -$101K -2,830 -3%
GA
31
Gateway Advisory
New Jersey
$2.98M +$270K +7,548 +10%
EWA
32
EP Wealth Advisors
California
$2.49M -$701K -19,610 -23%
AG
33
Advisor Group
Arizona
$2.36M +$1.23M +34,287 +117%
BFA
34
Beaumont Financial Advisors
Massachusetts
$2.3M -$359K -10,053 -14%
DADC
35
D.A. Davidson & Co
Montana
$2.25M +$100K +2,811 +5%
GFPC
36
Global Financial Private Capital
Florida
$2.17M -$108K -3,025 -5%
AP
37
Atwood & Palmer
Missouri
$2.07M +$113K +3,165 +6%
Goldman Sachs
38
Goldman Sachs
New York
$1.9M +$24.8K +693 +1%
UCFA
39
United Capital Financial Advisors
Texas
$1.87M -$80.6K -2,254 -4%
DWA
40
Dorsey Wright & Associates
California
$1.74M -$101K -2,816 -6%
MWM
41
MinichMacGregor Wealth Management
New York
$1.39M +$109K +3,054 +9%
SFI
42
SPC Financial Inc
Maryland
$1.35M +$14.2K +398 +1%
IH
43
IFC Holdings
Florida
$1.29M -$26.1K -731 -2%
Jane Street
44
Jane Street
New York
$1.14M +$430K +12,020 +65%
MM
45
Main Management
California
$1.11M
JP Morgan Chase
46
JP Morgan Chase
New York
$1.1M -$111K -3,119 -9%
AI
47
Atria Investments
North Carolina
$1.07M -$14.1K -395 -1%
VF
48
Virtu Financial
New York
$1.01M +$474K +13,273 +95%
CAN
49
Cetera Advisor Networks
California
$792K -$9.9K -277 -1%
Ameriprise
50
Ameriprise
Minnesota
$684K -$7.13M -199,396 -92%