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First Trust Industrials/Producer Durables AlphaDEX Fund

77 hedge funds and large institutions have $134M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $122M → $134M (+$11.3M)

7% more funds holding

Funds holding: 7277 (+5)

0.6% more ownership

Funds ownership: 63.43%64.03% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$55K -$10.6K -263 -17%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$51K +$4.81K +119 +10%
LFG
53
LifePlan Financial Group
Ohio
$44K
WTC
54
WhitTier Trust Company
Nevada
$41K
EP
55
Eudaimonia Partners
Tennessee
$33K
SIC
56
Salem Investment Counselors
North Carolina
$31K
BEI
57
Benjamin Edwards Inc
Missouri
$25K -$24.8K -614 -51%
CFB
58
Cullen/Frost Bankers
Texas
$25K
QCG
59
Quadrant Capital Group
Ohio
$25K +$40 +1 +0.2%
PFS
60
Prospera Financial Services
Texas
$22K -$3.88M -96,043 -99%
LWM
61
Liberty Wealth Management
California
$22K +$21.5K +533 New
AF
62
Allworth Financial
California
$19K
FWM
63
Focused Wealth Management
New York
$18K +$81 +2 +0.4%
ABC
64
Associated Banc-Corp
Wisconsin
$18K +$17.9K +443 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$16K
HCP
66
Hexagon Capital Partners
Arkansas
$14K +$14.3K +353 New
SFS
67
Sowell Financial Services
Arkansas
$12K
TIM
68
Tortoise Investment Management
New York
$10K
WEC
69
Winslow Evans & Crocker
Massachusetts
$10K
TRCT
70
Tower Research Capital (TRC)
New York
$7K -$814K -20,163 -99%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$4K -$293K -7,256 -99%
CIAS
72
Capital Investment Advisory Services
North Carolina
$4K
CAAS
73
Capital Asset Advisory Services
Michigan
$3K +$3.07K +76 New
TFA
74
Transamerica Financial Advisors
Florida
$2K -$1.13K -28 -38%
LAS
75
Lloyd Advisory Services
Georgia
$2K +$1.74K +43 New