We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

74 hedge funds and large institutions have $736M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

12% more capital invested

Capital invested by funds: $656M → $736M (+$80M)

8.15% more ownership

Funds ownership: 52.02%60.17% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 7874 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
74
Holders Change
-4
Holders Change %
-5.13%
% of All Funds
2.15%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
11
Increased
41
Reduced
15
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
51
HL Financial Services
Kentucky
$266K +$20.7K +685 +8%
FIM
52
Freedom Investment Management
Connecticut
$247K +$27.2K +900 +12%
FHC
53
First Heartland Consultants
Missouri
$244K -$28.4K -940 -10%
VKH
54
Virtu KCG Holdings
New York
$228K +$234K +7,751 New
SG Americas Securities
55
SG Americas Securities
New York
$223K +$87.1K +2,882 +61%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$208K +$214K +7,079 New
FAAS
57
First Allied Advisory Services
California
$207K +$213K +7,052 New
IPC
58
Independent Portfolio Consultants
Florida
$111K
NES
59
New England Securities
New York
$107K -$76K -2,515 -41%
PAG
60
Private Advisor Group
New Jersey
$105K -$97.7K -3,234 -47%
PTC
61
Private Trust Company
Ohio
$100K +$11.7K +386 +13%
Citigroup
62
Citigroup
New York
$91K +$62.2K +2,060 +199%
US Bancorp
63
US Bancorp
Minnesota
$59K +$21K +695 +52%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$25K +$4.53K +150 +22%
S
65
SignatureFD
Georgia
$24K +$24.6K +814 New
Creative Planning
66
Creative Planning
Kansas
$19K -$13.7K -452 -42%
SCA
67
Strategic Capital Alternatives
United States
$12K +$12.8K +424 New
FFC
68
First Financial Corp
Indiana
$10K
Deutsche Bank
69
Deutsche Bank
Germany
$8K
NCM
70
Nelson Capital Management
California
$8K
TIM
71
Tortoise Investment Management
New York
$7K
DADC
72
D.A. Davidson & Co
Montana
$7K +$7.55K +250 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$7K +$7.55K +250 New
MFS
74
MSI Financial Services
Massachusetts
$6K
VF
75
Virtu Financial
New York
-$1.8M -58,948 Closed