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First Trust Industrials/Producer Durables AlphaDEX Fund

78 hedge funds and large institutions have $656M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

177% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 13

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

112% more capital invested

Capital invested by funds: $310M → $656M (+$346M)

37% more funds holding

Funds holding: 5778 (+21)

12.75% more ownership

Funds ownership: 39.28%52.02% (+13%)

Holders
78
Holders Change
+21
Holders Change %
+36.84%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
25
Increased
36
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Baird
Wisconsin
$318K +$11.7K +394 +4%
SB
52
Suntrust Banks
Georgia
$287K +$15.2K +511 +6%
FHC
53
First Heartland Consultants
Missouri
$282K +$34.3K +1,150 +14%
HFS
54
HL Financial Services
Kentucky
$256K +$39.4K +1,320 +19%
ICOA
55
Investment Centers of America
North Dakota
$235K +$229K +7,690 New
FIM
56
Freedom Investment Management
Connecticut
$229K +$224K +7,521 New
CIBC World Market
57
CIBC World Market
Ontario, Canada
$222K +$217K +7,290 New
PAG
58
Private Advisor Group
New Jersey
$208K +$203K +6,819 New
WS
59
Wedbush Securities
California
$201K +$196K +6,578 New
NES
60
New England Securities
New York
$188K +$164K +5,487 +830%
AP
61
Advisors Preferred
Maryland
$163K +$13K +437 +9%
SG Americas Securities
62
SG Americas Securities
New York
$144K -$300K -10,062 -68%
IPC
63
Independent Portfolio Consultants
Florida
$116K +$113K +3,795 New
PTC
64
Private Trust Company
Ohio
$92K +$1.31K +44 +1%
PAS
65
Partnervest Advisory Services
California
$55K +$28.1K +941 +111%
US Bancorp
66
US Bancorp
Minnesota
$41K -$9.39K -315 -19%
Creative Planning
67
Creative Planning
Kansas
$33K -$850K -28,524 -96%
Citigroup
68
Citigroup
New York
$31K +$6.23K +209 +25%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$21K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$18K +$17.3K +581 New
BRWA
71
B. Riley Wealth Advisors
Florida
$15.3K +$14.9K +500 New
FFC
72
First Financial Corp
Indiana
$11K
NCM
73
Nelson Capital Management
California
$9K +$8.53K +286 New
Deutsche Bank
74
Deutsche Bank
Germany
$8K
TIM
75
Tortoise Investment Management
New York
$8K