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First Trust Industrials/Producer Durables AlphaDEX Fund

102 hedge funds and large institutions have $239M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $188M → $239M (+$51.2M)

17% more funds holding

Funds holding: 87102 (+15)

5.19% more ownership

Funds ownership: 58.37%63.55% (+5.2%)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
22
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.1M -$301K -6,899 -22%
Citadel Advisors
27
Citadel Advisors
Florida
$1.03M -$271K -6,214 -21%
UCFA
28
United Capital Financial Advisors
Texas
$992K +$70.7K +1,620 +8%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$975K +$943K +21,615 New
CWM
30
Cornerstone Wealth Management
Missouri
$969K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$968K +$492K +11,279 +111%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$949K +$27.6K +632 +3%
Goldman Sachs
33
Goldman Sachs
New York
$943K
VWM
34
Venturi Wealth Management
Texas
$903K
DADC
35
D.A. Davidson & Co
Montana
$769K
CS
36
Credit Suisse
Switzerland
$768K +$184K +4,205 +33%
LFAS
37
Level Four Advisory Services
Texas
$750K -$684K -15,669 -48%
ACM
38
AlphaStar Capital Management
North Carolina
$737K -$1.61M -36,800 -69%
AG
39
Advisor Group
Arizona
$726K -$53.1K -1,216 -7%
SAM
40
SignalPoint Asset Management
Missouri
$628K -$1.53K -35 -0.3%
DBRC
41
D.B. Root & Company
Pennsylvania
$614K +$13.3K +304 +2%
RIA
42
Regal Investment Advisors
Michigan
$609K -$26.4K -606 -4%
SS
43
Sunbelt Securities
Texas
$563K -$50.4K -1,155 -8%
CA
44
Cetera Advisors
Colorado
$501K +$482K +11,046 New
AWM
45
AE Wealth Management
Kansas
$491K +$475K +10,877 New
MML Investors Services
46
MML Investors Services
Massachusetts
$468K -$13.2K -303 -3%
Millennium Management
47
Millennium Management
New York
$460K +$445K +10,188 New
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$454K -$46.3K -1,060 -10%
RFM
49
Royal Fund Management
Florida
$440K +$425K +9,746 +40,608%
EWA
50
EP Wealth Advisors
California
$434K -$31.2K -715 -7%