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First Trust Industrials/Producer Durables AlphaDEX Fund

104 hedge funds and large institutions have $253M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

89% more capital invested

Capital invested by funds: $134M → $253M (+$119M)

35% more funds holding

Funds holding: 77104 (+27)

6.29% more ownership

Funds ownership: 64.03%70.31% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
33
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$340K
FEG
52
Financial Enhancement Group
Indiana
$313K +$289K +6,240 New
BFA
53
Beaumont Financial Advisors
Massachusetts
$301K -$113K -2,447 -29%
HIS
54
Harvest Investment Services
Illinois
$294K +$272K +5,877 New
HighTower Advisors
55
HighTower Advisors
Illinois
$293K -$16.5K -356 -6%
HCIA
56
Hochman Cole Investment Advisors
Illinois
$265K
Citigroup
57
Citigroup
New York
$247K +$97.5K +2,107 +75%
SWM
58
SeaCrest Wealth Management
New York
$238K +$219K +4,738 New
MW
59
Marks Wealth
Maryland
$235K +$217K +4,681 New
FTS
60
Fifth Third Securities
Ohio
$234K -$37.5K -811 -15%
LWM
61
Laidlaw Wealth Management
New York
$226K +$208K +4,503 New
PCH
62
PGIM Custom Harvest
New Jersey
$226K +$208K +4,503 New
SCA
63
Snowden Capital Advisors
New York
$217K +$200K +4,315 New
SAM
64
Secure Asset Management
Michigan
$213K -$138K -2,982 -41%
NA
65
NewEdge Advisors
Louisiana
$211K +$194K +4,201 New
GWM
66
Geneos Wealth Management
Colorado
$183K +$9.67K +209 +7%
APA
67
American Portfolios Advisors
New York
$147K +$4.3K +93 +3%
AWA
68
Arkadios Wealth Advisors
Georgia
$143K +$8.84K +191 +7%
CF
69
Centaurus Financial
California
$131K +$121K +2,613 New
AWM
70
Accel Wealth Management
Iowa
$124K +$115K +2,476 New
CFGS
71
Concourse Financial Group Securities
Alabama
$120K +$20.1K +435 +22%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$101K
FFA
73
Founders Financial Alliance
North Carolina
$96K +$46 +1 +0.1%
ASN
74
Advisory Services Network
Georgia
$91K +$6.94K +150 +9%
SPIA
75
Steward Partners Investment Advisory
New York
$82K