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First Trust Industrials/Producer Durables AlphaDEX Fund

86 hedge funds and large institutions have $1.15B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,185% more capital invested

Capital invested by funds: $89.4M → $1.15B (+$1.06B)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

62% more funds holding

Funds holding: 5386 (+33)

32.14% more ownership

Funds ownership: 51.01%83.14% (+32%)

Holders
86
Holders Change
+33
Holders Change %
+62.26%
% of All Funds
2.15%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
44
Increased
30
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Horizon Investments
North Carolina
$620K +$591K +18,870 New
LFAS
52
Level Four Advisory Services
Texas
$566K +$539K +17,215 New
VFA
53
Voya Financial Advisors
Connecticut
$561K +$533K +17,007 New
BTS
54
BB&T Securities
Virginia
$556K
RIA
55
Regal Investment Advisors
Michigan
$544K +$519K +16,555 New
FA
56
FDx Advisors
Illinois
$507K +$483K +15,423 New
BIG
57
Bellwether Investment Group
Tennessee
$453K +$432K +13,783 New
WI
58
Wintrust Investments
Illinois
$439K +$50.5K +1,611 +14%
RWM
59
RKL Wealth Management
Pennsylvania
$432K +$411K +13,125 New
WS
60
Wedbush Securities
California
$369K +$352K +11,236 New
PAG
61
Pinnacle Advisory Group
Maryland
$325K
IA
62
IFP Advisors
Florida
$313K +$169K +5,391 +130%
PFS
63
Prospera Financial Services
Texas
$305K +$288K +9,205 New
CC
64
Cedar Capital
Illinois
$283K -$126K -4,013 -32%
SWP
65
Stratos Wealth Partners
Ohio
$225K +$215K +6,849 New
PAG
66
Private Advisor Group
New Jersey
$218K +$203K +6,482 New
KA
67
Kovack Advisors
Florida
$212K +$202K +6,450 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$209K +$199K +6,343 New
FAAS
69
First Allied Advisory Services
California
$202K +$192K +6,132 New
TRCT
70
Tower Research Capital (TRC)
New York
$189K +$180K +5,749 New
CFD
71
Creative Financial Designs
Indiana
$131K +$125K +3,995 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$86K -$5.04K -161 -6%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$76K -$68.2K -2,176 -48%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54K -$14.6K -466 -22%
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$44.1K +$42K +1,341 New