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First Trust Industrials/Producer Durables AlphaDEX Fund

72 hedge funds and large institutions have $320M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 7472 (-2)

6.41% less ownership

Funds ownership: 60.17%53.76% (-6.4%)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

57% less capital invested

Capital invested by funds: $736M → $320M (-$416M)

100% less funds holding in top 10

Funds holding in top 10: 50 (-5)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
25
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$279K +$273K +9,215 New
SI
52
SII Investments
Wisconsin
$263K +$259K +8,717 New
HFS
53
HL Financial Services
Kentucky
$254K -$20.3K -684 -8%
WA
54
WESPAC Advisors
California
$251K -$2.35M -79,122 -91%
PHS
55
Pekin Hardy Strauss
Illinois
$251K +$245K +8,266 New
FHC
56
First Heartland Consultants
Missouri
$215K -$36.8K -1,240 -15%
MFS
57
MSI Financial Services
Massachusetts
$129K +$120K +4,050 +2,025%
Citigroup
58
Citigroup
New York
$113K +$18.6K +627 +20%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$89K -$865K -29,174 -91%
US Bancorp
60
US Bancorp
Minnesota
$70K +$8.66K +292 +14%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$44K +$18.5K +625 +74%
NFG
62
Next Financial Group
Texas
$41K +$40K +1,350 New
NPC
63
National Planning Corporation
California
$22.7K +$23K +775 New
FFC
64
First Financial Corp
Indiana
$11K
WA
65
WFG Advisors
Texas
$11K +$10.5K +353 New
NCM
66
Nelson Capital Management
California
$9K
DADC
67
D.A. Davidson & Co
Montana
$7K
TIM
68
Tortoise Investment Management
New York
$7K
TFA
69
Transamerica Financial Advisors
Florida
$2K -$416K -14,037 -100%
Creative Planning
70
Creative Planning
Kansas
$1K -$17.8K -600 -95%
BRWA
71
B. Riley Wealth Advisors
Florida
$275 +$269K +9,060 New
FSIM
72
F-Squared Investment Management
Massachusetts
-$267M -9,082,449 Closed
PPA
73
Parametric Portfolio Associates
Washington
-$33M -1,124,855 Closed
SAM
74
Shamrock Asset Management
Texas
-$29.6M -1,007,147 Closed
FHA
75
First Horizon Advisors
Tennessee
-$9.39M -319,699 Closed