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First Trust Industrials/Producer Durables AlphaDEX Fund

77 hedge funds and large institutions have $134M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $122M → $134M (+$11.3M)

7% more funds holding

Funds holding: 7277 (+5)

0.6% more ownership

Funds ownership: 63.43%64.03% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
26
Well Done LLC
Michigan
$353K
BFA
27
Beaumont Financial Advisors
Massachusetts
$346K +$341K +8,445 New
RFWA
28
RPg Family Wealth Advisory
Massachusetts
$344K -$8.04K -199 -2%
UCFA
29
United Capital Financial Advisors
Texas
$332K
SI
30
Stephens Inc
Arkansas
$331K -$12.9K -320 -4%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$312K -$108K -2,676 -26%
QCIG
32
Quad-Cities Investment Group
Iowa
$301K +$27.4K +679 +10%
SAM
33
Secure Asset Management
Michigan
$296K +$444 +11 +0.2%
PAG
34
Private Advisor Group
New Jersey
$278K -$2.38K -59 -0.9%
HighTower Advisors
35
HighTower Advisors
Illinois
$255K +$251K +6,216 New
MML Investors Services
36
MML Investors Services
Massachusetts
$231K -$889 -22 -0.4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$225K +$127K +3,153 +134%
FTS
38
Fifth Third Securities
Ohio
$223K +$221K +5,468 New
Stifel Financial
39
Stifel Financial
Missouri
$218K -$32.2K -798 -13%
HCIA
40
Hochman Cole Investment Advisors
Illinois
$216K
GWM
41
Geneos Wealth Management
Colorado
$122K +$202 +5 +0.2%
AWA
42
Arkadios Wealth Advisors
Georgia
$117K +$202 +5 +0.2%
APA
43
American Portfolios Advisors
New York
$116K +$7.71K +191 +7%
Citigroup
44
Citigroup
New York
$116K -$7.19K -178 -6%
CPW
45
Catalyst Private Wealth
California
$90K +$89.1K +2,205 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$82K
CFGS
47
Concourse Financial Group Securities
Alabama
$81K +$42.4K +1,051 +115%
FFA
48
Founders Financial Alliance
North Carolina
$78K +$77.9K +1,929 New
ASN
49
Advisory Services Network
Georgia
$68K +$67.3K +1,666 New
SPIA
50
Steward Partners Investment Advisory
New York
$67K