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First Trust Industrials/Producer Durables AlphaDEX Fund

97 hedge funds and large institutions have $215M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 50 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 11697 (-19)

27.22% less ownership

Funds ownership: 85.51%58.3% (-27%)

49% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 39

68% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 50

85% less capital invested

Capital invested by funds: $1.45B → $215M (-$1.23B)

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
97
Holders Change
-19
Holders Change %
-16.38%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
16
Reduced
50
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$926K -$654K -17,417 -39%
BTS
27
BB&T Securities
Virginia
$878K -$4.24M -112,978 -81%
Citadel Advisors
28
Citadel Advisors
Florida
$871K +$960K +25,552 New
Goldman Sachs
29
Goldman Sachs
New York
$714K +$786K +20,934 New
AG
30
Advisor Group
Arizona
$675K -$1.99M -52,876 -73%
RIA
31
Regal Investment Advisors
Michigan
$668K +$51.1K +1,360 +7%
EWA
32
EP Wealth Advisors
California
$601K -$159K -4,231 -19%
MML Investors Services
33
MML Investors Services
Massachusetts
$588K -$11.2M -299,007 -95%
SAM
34
SignalPoint Asset Management
Missouri
$491K +$11.3K +301 +2%
RPG
35
Risk Paradigm Group
Texas
$488K +$53.5K +1,424 +11%
SB
36
Suntrust Banks
Georgia
$485K -$4.75M -126,581 -90%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$483K -$245K -6,536 -32%
ACM
38
AlphaStar Capital Management
North Carolina
$482K +$29.9K +797 +6%
Stifel Financial
39
Stifel Financial
Missouri
$434K -$1.94M -51,561 -80%
CAN
40
Cetera Advisor Networks
California
$433K -$20.5K -546 -4%
SI
41
Stephens Inc
Arkansas
$416K -$3.13M -83,327 -87%
CS
42
Comerica Securities
Michigan
$397K +$438K +11,660 New
CA
43
Claro Advisors
Massachusetts
$388K +$344K +9,159 New
HFS
44
HL Financial Services
Kentucky
$373K -$9.67M -257,386 -96%
FWM
45
Focused Wealth Management
New York
$333K +$350K +9,326 +2,096%
SWP
46
Stratos Wealth Partners
Ohio
$307K -$123K -3,270 -27%
WI
47
Wintrust Investments
Illinois
$293K -$16K -425 -5%
MAP
48
Milestone Advisory Partners
North Carolina
$290K
FAAS
49
First Allied Advisory Services
California
$283K -$103K -2,748 -25%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$282K -$103K -2,743 -25%