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First Trust Industrials/Producer Durables AlphaDEX Fund

132 hedge funds and large institutions have $1.4B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

22% more funds holding

Funds holding: 108132 (+24)

16% more capital invested

Capital invested by funds: $1.21B → $1.4B (+$192M)

0.08% less ownership

Funds ownership: 82.67%82.59% (-0.08%)

Holders
132
Holders Change
+24
Holders Change %
+22.22%
% of All Funds
2.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
30
Increased
50
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$4.49M +$984K +25,456 +30%
GSC
27
G&S Capital
Colorado
$4.4M +$4.19M +108,333 New
HA
28
Hays Advisory
Tennessee
$3.99M -$1.2M -30,972 -24%
GA
29
Gateway Advisory
New Jersey
$3.94M +$651K +16,842 +21%
AA
30
Advisory Alpha
Michigan
$3.92M +$3.61M +93,435 New
TFA
31
Transamerica Financial Advisors
Florida
$3.68M -$684K -17,693 -16%
SI
32
Stephens Inc
Arkansas
$3.24M -$48.4K -1,252 -2%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$3.13M -$891K -23,050 -23%
IH
34
IFC Holdings
Florida
$3.07M +$1.58M +40,821 +117%
CS
35
Credit Suisse
Switzerland
$3.01M -$3.02M -78,005 -51%
ASN
36
Advisory Services Network
Georgia
$2.91M +$2.73M +70,536 +6,489%
AG
37
Advisor Group
Arizona
$2.56M -$21.7K -562 -0.9%
DADC
38
D.A. Davidson & Co
Montana
$2.51M +$51.1K +1,321 +2%
EWA
39
EP Wealth Advisors
California
$2.28M -$416K -10,747 -16%
Goldman Sachs
40
Goldman Sachs
New York
$2.11M +$33K +853 +2%
BFA
41
Beaumont Financial Advisors
Massachusetts
$2.11M -$392K -10,129 -16%
AP
42
Atwood & Palmer
Missouri
$2.02M -$231K -5,965 -11%
GFPC
43
Global Financial Private Capital
Florida
$2M -$347K -8,966 -15%
DWA
44
Dorsey Wright & Associates
California
$1.98M +$74.2K +1,918 +4%
UCFA
45
United Capital Financial Advisors
Texas
$1.92M -$117K -3,017 -6%
SWM
46
Segment Wealth Management
Texas
$1.64M +$915K +23,660 +142%
MWM
47
MinichMacGregor Wealth Management
New York
$1.64M +$112K +2,901 +8%
SFI
48
SPC Financial Inc
Maryland
$1.56M +$80.9K +2,093 +6%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.37M +$156K +4,037 +14%
VCM
50
Virtue Capital Management
Tennessee
$1.3M +$1.24M +32,055 New