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First Trust Industrials/Producer Durables AlphaDEX Fund

132 hedge funds and large institutions have $1.4B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

22% more funds holding

Funds holding: 108132 (+24)

16% more capital invested

Capital invested by funds: $1.21B → $1.4B (+$192M)

0.08% less ownership

Funds ownership: 82.67%82.59% (-0.08%)

Holders
132
Holders Change
+24
Holders Change %
+22.22%
% of All Funds
2.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
30
Increased
50
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
51
FormulaFolio Investments
Michigan
$1.27M +$1.21M +31,204 New
FWM
52
Focused Wealth Management
New York
$1.24M +$1.18M +30,604 New
MM
53
Main Management
California
$1.22M
LA
54
LexAurum Advisors
Kansas
$1.12M +$1.02M +26,331 New
LFAS
55
Level Four Advisory Services
Texas
$1.1M +$364K +9,405 +53%
AI
56
Atria Investments
North Carolina
$983K -$180K -4,665 -16%
CAN
57
Cetera Advisor Networks
California
$947K +$72.4K +1,872 +9%
FEG
58
Financial Enhancement Group
Indiana
$871K +$830K +21,463 New
DBRC
59
D.B. Root & Company
Pennsylvania
$793K +$756K +19,543 New
RIA
60
Regal Investment Advisors
Michigan
$722K +$29.1K +753 +4%
MOS
61
MGO One Seven
Ohio
$720K +$686K +17,734 New
FFS
62
Founders Financial Securities
Maryland
$709K -$28.8K -745 -4%
CAN
63
Claraphi Advisory Network
United States
$700K +$667K +17,248 New
SAM
64
SignalPoint Asset Management
Missouri
$666K -$3.63K -94 -0.6%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$634K +$159K +4,104 +36%
HI
66
Horizon Investments
North Carolina
$604K -$28.8K -745 -4%
TRCT
67
Tower Research Capital (TRC)
New York
$595K +$77.4K +2,002 +16%
FHA
68
First Horizon Advisors
Tennessee
$582K -$152K -3,939 -22%
BIG
69
Bellwether Investment Group
Tennessee
$551K -$8.51K -220 -2%
RPG
70
Risk Paradigm Group
Texas
$484K +$696 +18 +0.2%
SG
71
StoneX Group
New York
$474K +$49K +1,268 +12%
WS
72
Wedbush Securities
California
$468K +$27.3K +706 +7%
WI
73
Wintrust Investments
Illinois
$443K -$166K -4,290 -28%
SWP
74
Stratos Wealth Partners
Ohio
$443K -$43.2K -1,116 -9%
FAAS
75
First Allied Advisory Services
California
$437K +$54.5K +1,410 +15%