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First Trust Industrials/Producer Durables AlphaDEX Fund

72 hedge funds and large institutions have $122M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $93.2M → $122M (+$29.1M)

9.03% more ownership

Funds ownership: 54.4%63.43% (+9%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 7372 (-1)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$446K +$119K +3,421 +41%
LFAS
27
Level Four Advisory Services
Texas
$430K +$4.67K +134 +1%
RIA
28
Regal Investment Advisors
Michigan
$428K +$394K +11,297 New
BFEC
29
Benjamin F. Edwards & Company
Missouri
$390K +$50.3K +1,444 +16%
PSF
30
Pacific Sun Financial
California
$343K +$3.49K +100 +1%
WDL
31
Well Done LLC
Michigan
$326K +$301K +8,623 New
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$325K -$60.3K -1,730 -17%
SI
33
Stephens Inc
Arkansas
$318K
UCFA
34
United Capital Financial Advisors
Texas
$307K -$131K -3,747 -32%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$278K +$14.1K +404 +6%
SAM
36
Secure Asset Management
Michigan
$273K +$453 +13 +0.2%
PAG
37
Private Advisor Group
New Jersey
$259K
QCIG
38
Quad-Cities Investment Group
Iowa
$252K +$232K +6,666 New
Stifel Financial
39
Stifel Financial
Missouri
$231K -$820K -23,508 -79%
MML Investors Services
40
MML Investors Services
Massachusetts
$214K -$52.8K -1,516 -21%
EH
41
Equitable Holdings
New York
$214K +$197K +5,650 New
HCIA
42
Hochman Cole Investment Advisors
Illinois
$200K +$184K +5,285 New
Citigroup
43
Citigroup
New York
$114K -$25.2K -723 -19%
GWM
44
Geneos Wealth Management
Colorado
$110K +$383 +11 +0.4%
AWA
45
Arkadios Wealth Advisors
Georgia
$101K +$244 +7 +0.3%
APA
46
American Portfolios Advisors
New York
$100K +$35.7K +1,025 +63%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$89K +$349 +10 +0.4%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$75K
SPIA
49
Steward Partners Investment Advisory
New York
$62K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$57K