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First Trust Industrials/Producer Durables AlphaDEX Fund

116 hedge funds and large institutions have $1.45B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $1.27B → $1.45B (+$174M)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0.83% more ownership

Funds ownership: 84.69%85.51% (+0.83%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 117116 (-1)

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
19
Increased
39
Reduced
38
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$5.26M -$1.48M -35,530 -22%
SB
27
Suntrust Banks
Georgia
$4.97M -$39.1K -942 -0.7%
ASN
28
Advisory Services Network
Georgia
$4.24M +$353K +8,493 +9%
SI
29
Stephens Inc
Arkansas
$4.05M +$127K +3,055 +3%
TFA
30
Transamerica Financial Advisors
Florida
$3.98M -$76.2K -1,834 -2%
VCM
31
Virtue Capital Management
Tennessee
$3.85M +$3.77M +90,858 New
GSC
32
G&S Capital
Colorado
$3.7M +$461K +11,089 +15%
DADC
33
D.A. Davidson & Co
Montana
$3.41M +$123K +2,958 +4%
SPC
34
Sigma Planning Corp
Michigan
$3.32M +$3.25M +78,322 New
HighTower Advisors
35
HighTower Advisors
Illinois
$3.13M -$268K -6,447 -8%
AG
36
Advisor Group
Arizona
$3.08M +$198K +4,757 +7%
Stifel Financial
37
Stifel Financial
Missouri
$2.73M -$2.96M -71,283 -53%
MWM
38
MinichMacGregor Wealth Management
New York
$2.39M +$319K +7,681 +16%
AP
39
Atwood & Palmer
Missouri
$2.16M -$92.2K -2,220 -4%
DWA
40
Dorsey Wright & Associates
California
$1.99M +$76.3K +1,838 +4%
UCFA
41
United Capital Financial Advisors
Texas
$1.89M -$26K -625 -1%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.88M +$82.7K +1,991 +5%
SFI
43
SPC Financial Inc
Maryland
$1.67M +$135K +3,251 +9%
LFAS
44
Level Four Advisory Services
Texas
$1.3M +$17.5K +421 +1%
MM
45
Main Management
California
$1.27M
BCM
46
Breiter Capital Management
Florida
$1.1M +$1.08M +26,002 New
EWA
47
EP Wealth Advisors
California
$926K -$111K -2,677 -11%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$877K +$79.7K +1,919 +10%
RIA
49
Regal Investment Advisors
Michigan
$772K +$34.3K +825 +5%
CAN
50
Claraphi Advisory Network
United States
$756K -$3.45K -83 -0.5%