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First Trust Industrials/Producer Durables AlphaDEX Fund

104 hedge funds and large institutions have $253M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

89% more capital invested

Capital invested by funds: $134M → $253M (+$119M)

35% more funds holding

Funds holding: 77104 (+27)

6.29% more ownership

Funds ownership: 64.03%70.31% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
33
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.06M -$47.8K -1,034 -5%
Stifel Financial
27
Stifel Financial
Missouri
$837K +$526K +11,377 +214%
MML Investors Services
28
MML Investors Services
Massachusetts
$833K +$507K +10,964 +194%
DWMG
29
DB Wealth Management Group
California
$829K +$765K +16,527 New
Truist Financial
30
Truist Financial
North Carolina
$812K +$53K +1,146 +8%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$796K +$381K +8,244 +108%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$790K +$729K +15,747 New
BAM
33
Bellevue Asset Management
Washington
$755K -$176K -3,812 -21%
AAS
34
Avantax Advisory Services
Texas
$696K +$639K +13,817 New
SAM
35
SignalPoint Asset Management
Missouri
$692K +$22K +475 +4%
CWM
36
Cornerstone Wealth Management
Missouri
$681K +$628K +13,576 New
SW
37
SkyOak Wealth
Michigan
$611K -$9.07K -196 -2%
DADC
38
D.A. Davidson & Co
Montana
$589K +$543K +11,743 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$581K -$863K -18,659 -62%
SPC
40
Sigma Planning Corp
Michigan
$573K +$529K +11,425 New
LFAS
41
Level Four Advisory Services
Texas
$531K -$2.22K -48 -0.5%
QCIG
42
Quad-Cities Investment Group
Iowa
$497K +$118K +2,558 +35%
RIA
43
Regal Investment Advisors
Michigan
$457K +$421K +9,099 New
WDL
44
Well Done LLC
Michigan
$433K
BRWM
45
B. Riley Wealth Management
Tennessee
$424K +$391K +8,445 New
RFWA
46
RPg Family Wealth Advisory
Massachusetts
$421K
SI
47
Stephens Inc
Arkansas
$406K
UCFA
48
United Capital Financial Advisors
Texas
$392K -$14.3K -308 -4%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$371K +$338K +7,305 +7,771%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$363K +$80K +1,728 +31%