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First Trust Industrials/Producer Durables AlphaDEX Fund

73 hedge funds and large institutions have $93.2M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.15% less ownership

Funds ownership: 63.55%54.4% (-9.2%)

28% less funds holding

Funds holding: 10273 (-29)

61% less capital invested

Capital invested by funds: $239M → $93.2M (-$146M)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

70% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 37

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
73
Holders Change
-29
Holders Change %
-28.43%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
32
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$340K -$222K -5,465 -33%
RFWA
27
RPg Family Wealth Advisory
Massachusetts
$314K +$10.7K +265 +3%
PSF
28
Pacific Sun Financial
California
$273K +$10.1K +250 +3%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$269K -$12.4K -306 -3%
SI
30
Stephens Inc
Arkansas
$255K -$44.2K -1,090 -11%
Jane Street
31
Jane Street
New York
$254K -$675K -16,634 -67%
ACM
32
AlphaStar Capital Management
North Carolina
$252K -$331K -8,158 -50%
SAM
33
Secure Asset Management
Michigan
$219K -$15.7K -386 -5%
MML Investors Services
34
MML Investors Services
Massachusetts
$218K -$130K -3,201 -31%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$211K -$595K -14,669 -68%
PAG
36
Private Advisor Group
New Jersey
$208K -$852 -21 -0.3%
KPW
37
Kore Private Wealth
New York
$203K +$271K +6,677 New
Citigroup
38
Citigroup
New York
$113K -$63.2K -1,559 -29%
AIC
39
Ayalon Insurance Company
Israel
$105K
GWM
40
Geneos Wealth Management
Colorado
$90K +$52.6K +1,296 +75%
AWA
41
Arkadios Wealth Advisors
Georgia
$80.6K +$771 +19 +0.7%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$71K -$72.8K -1,795 -43%
ASN
43
Advisory Services Network
Georgia
$65K
CFGS
44
Concourse Financial Group Securities
Alabama
$63K -$10.1K -250 -11%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$58K +$81.4K +2,006 New
CFD
46
Creative Financial Designs
Indiana
$52K
APA
47
American Portfolios Advisors
New York
$49.1K -$51.9K -1,279 -44%
SPIA
48
Steward Partners Investment Advisory
New York
$49K +$2.84K +70 +4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$45K -$17.5K -432 -22%
BEI
50
Benjamin Edwards Inc
Missouri
$37K +$49.2K +1,213 New