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First Trust Industrials/Producer Durables AlphaDEX Fund

102 hedge funds and large institutions have $239M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $188M → $239M (+$51.2M)

17% more funds holding

Funds holding: 87102 (+15)

5.19% more ownership

Funds ownership: 58.37%63.55% (+5.2%)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
22
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$429K
CF
52
Centaurus Financial
California
$424K +$75.9K +1,739 +23%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$413K -$373K -8,557 -48%
VCM
54
Virtue Capital Management
Tennessee
$401K +$32.5K +744 +9%
PSF
55
Pacific Sun Financial
California
$394K
MAP
56
Milestone Advisory Partners
North Carolina
$387K
NA
57
NewEdge Advisors
Louisiana
$386K -$131 -3 -0%
SS
58
Simplicity Solutions
Minnesota
$386K +$373K +8,552 New
HIS
59
Harvest Investment Services
Illinois
$343K +$333K +7,619 New
SAM
60
Secure Asset Management
Michigan
$342K +$331K +7,589 New
KWM
61
Kingsview Wealth Management
Oregon
$341K +$330K +7,551 New
LFG
62
LifePlan Financial Group
Ohio
$320K
PAG
63
Private Advisor Group
New Jersey
$310K -$4.58K -105 -2%
FAAS
64
First Allied Advisory Services
California
$302K
QCIG
65
Quad-Cities Investment Group
Iowa
$284K +$25.3K +580 +10%
FTS
66
Fifth Third Securities
Ohio
$271K +$262K +6,002 New
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$259K +$26.8K +614 +12%
Citigroup
68
Citigroup
New York
$239K -$21.8K -500 -9%
HCIA
69
Hochman Cole Investment Advisors
Illinois
$239K
IAA
70
Independent Advisor Alliance
North Carolina
$238K -$745K -17,064 -76%
SWM
71
SeaCrest Wealth Management
New York
$213K +$206K +4,710 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$186K +$87 +2 +0%
AIC
73
Ayalon Insurance Company
Israel
$165K +$160K +3,660 New
APA
74
American Portfolios Advisors
New York
$131K +$28K +642 +28%
AWA
75
Arkadios Wealth Advisors
Georgia
$120K +$115K +2,634 New