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First Trust Industrials/Producer Durables AlphaDEX Fund

140 hedge funds and large institutions have $1.29B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

410% more capital invested

Capital invested by funds: $253M → $1.29B (+$1.04B)

280% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more funds holding

Funds holding: 104140 (+36)

15.17% more ownership

Funds ownership: 70.31%85.49% (+15%)

Holders
140
Holders Change
+36
Holders Change %
+34.62%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
44
Increased
57
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$4.56M -$1.03M -19,359 -19%
Goldman Sachs
27
Goldman Sachs
New York
$4.19M +$3.95M +74,021 New
MWM
28
MinichMacGregor Wealth Management
New York
$3.85M +$3.63M +68,004 New
HighTower Advisors
29
HighTower Advisors
Illinois
$3.4M +$2.89M +54,181 +925%
SMF
30
Sterling Manor Financial
New York
$3.27M +$287K +5,371 +10%
BRWA
31
B. Riley Wealth Advisors
Florida
$3.18M +$3M +56,110 New
SWM
32
Spire Wealth Management
Virginia
$2.63M +$2.48M +46,394 New
AP
33
Atwood & Palmer
Missouri
$2.49M +$2.35M +43,995 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.17M +$632K +11,834 +45%
SWP
35
Stratos Wealth Partners
Ohio
$1.83M -$53.2K -997 -3%
DADC
36
D.A. Davidson & Co
Montana
$1.82M +$1.09M +20,333 +173%
FAIM
37
Financial Advocates Investment Management
Washington
$1.76M +$1.66M +31,037 New
MOS
38
MGO One Seven
Ohio
$1.76M +$1.66M +31,003 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.73M +$1.63M +30,463 New
TWM
40
TriaGen Wealth Management
California
$1.7M +$1.6M +30,029 New
MM
41
Main Management
California
$1.7M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.5M +$577K +10,798 +69%
MIM
43
MTM Investment Management
South Carolina
$1.38M +$96.1K +1,800 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.28M +$317K +5,938 +36%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$1.24M +$1.17M +21,846 New
AAS
46
Avantax Advisory Services
Texas
$1.23M +$427K +7,999 +58%
SG
47
StoneX Group
New York
$1.2M +$1.13M +21,174 New
SPC
48
Sigma Planning Corp
Michigan
$1.1M +$425K +7,966 +70%
DWMG
49
DB Wealth Management Group
California
$1.05M +$110K +2,060 +12%
HI
50
Harbour Investments
Wisconsin
$1.05M +$988K +18,504 New