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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

95 hedge funds and large institutions have $242M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
16
Increased
21
Reduced
41
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$25.1M
2
NA
2
Navellier & Associates
Nevada
$19.5M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$16.4M
4
BTS
4
BB&T Securities
Virginia
$4.15M
5
WAS
5
Winch Advisory Services
Wisconsin
$2.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.7M
2
UBS Group
2
UBS Group
Switzerland
$18.5M
3
CS
3
Credit Suisse
Switzerland
$721K
4
VF
4
Virtu Financial
New York
$541K
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$841K +$5.27K +132 +0.6%
AG
27
Advisor Group
Arizona
$822K +$31.6K +792 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$769K +$438K +10,981 +133%
CS
29
Credit Suisse
Switzerland
$721K -$9.58M -240,112 -93%
Millennium Management
30
Millennium Management
New York
$717K -$896K -22,438 -56%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$688K -$1.13M -28,441 -62%
RIA
32
Regal Investment Advisors
Michigan
$653K -$129K -3,224 -16%
DBRC
33
D.B. Root & Company
Pennsylvania
$616K +$616K +15,438 New
MML Investors Services
34
MML Investors Services
Massachusetts
$584K -$104K -2,608 -15%
SAM
35
SignalPoint Asset Management
Missouri
$559K -$15.6K -391 -3%
ACM
36
AlphaStar Capital Management
North Carolina
$551K +$6.88K +179 +1%
RFWA
37
RPg Family Wealth Advisory
Massachusetts
$542K +$529K +13,244 +3,930%
VF
38
Virtu Financial
New York
$541K -$4.67M -116,871 -90%
CS
39
Comerica Securities
Michigan
$465K – – –
SI
40
Stephens Inc
Arkansas
$428K -$58.5K -1,466 -12%
CAN
41
Cetera Advisor Networks
California
$372K -$139K -3,440 -27%
MAP
42
Milestone Advisory Partners
North Carolina
$342K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$337K -$2.59M -64,862 -88%
NA
44
NewEdge Advisors
Louisiana
$326K -$38.7K -969 -11%
FAAS
45
First Allied Advisory Services
California
$326K -$5.96K -149 -2%
LFG
46
LifePlan Financial Group
Ohio
$310K -$2.28K -57 -0.7%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$305K +$32K +805 +12%
BCM
48
Breiter Capital Management
Florida
$298K +$298K +7,536 New
SS
49
Sunbelt Securities
Texas
$294K – – –
CWM
50
Cornerstone Wealth Management
Missouri
$293K +$293K +5,329 New
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2
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