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First Trust Industrials/Producer Durables AlphaDEX Fund

72 hedge funds and large institutions have $122M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $93.2M → $122M (+$29.1M)

9.03% more ownership

Funds ownership: 54.4%63.43% (+9%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 7372 (-1)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
51
Benjamin Edwards Inc
Missouri
$46K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$43K +$31.8K +913 +413%
LFG
53
LifePlan Financial Group
Ohio
$41K
WTC
54
WhitTier Trust Company
Nevada
$38K
CAN
55
Cetera Advisor Networks
California
$36K +$33K +946 New
CFGS
56
Concourse Financial Group Securities
Alabama
$35K -$40.8K -1,170 -56%
EP
57
Eudaimonia Partners
Tennessee
$30K +$27.7K +795 New
SIC
58
Salem Investment Counselors
North Carolina
$28K
QCG
59
Quadrant Capital Group
Ohio
$23K -$3.17K -91 -13%
CFB
60
Cullen/Frost Bankers
Texas
$23K
AF
61
Allworth Financial
California
$18K
FWM
62
Focused Wealth Management
New York
$17K +$105 +3 +0.7%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$15K
SFS
64
Sowell Financial Services
Arkansas
$11K
OPS
65
Orion Portfolio Solutions
Nebraska
$10K
TIM
66
Tortoise Investment Management
New York
$9K
WEC
67
Winslow Evans & Crocker
Massachusetts
$9K
CIAS
68
Capital Investment Advisory Services
North Carolina
$4K
TFA
69
Transamerica Financial Advisors
Florida
$3K +$976 +28 +62%
WIM
70
Westside Investment Management
California
$10
CWM
71
Cornerstone Wealth Management
Missouri
-$672K -22,107 Closed
ACM
72
AlphaStar Capital Management
North Carolina
-$252K -8,173 Closed
KPW
73
Kore Private Wealth
New York
-$203K -6,677 Closed
AIC
74
Ayalon Insurance Company
Israel
-$105K -3,660 Closed
ASN
75
Advisory Services Network
Georgia
-$65K -2,133 Closed