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First Trust Industrials/Producer Durables AlphaDEX Fund

140 hedge funds and large institutions have $1.29B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

410% more capital invested

Capital invested by funds: $253M → $1.29B (+$1.04B)

280% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more funds holding

Funds holding: 104140 (+36)

15.17% more ownership

Funds ownership: 70.31%85.49% (+15%)

Holders
140
Holders Change
+36
Holders Change %
+34.62%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
44
Increased
57
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.04M +$362K +6,785 +59%
WS
52
Wedbush Securities
California
$875K +$824K +15,441 New
OIA
53
OneDigital Investment Advisors
Kansas
$856K +$807K +15,112 New
SAM
54
SignalPoint Asset Management
Missouri
$826K +$42.3K +792 +6%
BAM
55
Bellevue Asset Management
Washington
$817K -$14.1K -264 -2%
CWM
56
Cornerstone Wealth Management
Missouri
$811K +$39.5K +740 +5%
AWM
57
AE Wealth Management
Kansas
$800K +$754K +14,122 New
SFI
58
SPC Financial Inc
Maryland
$795K +$749K +14,035 New
QCIG
59
Quad-Cities Investment Group
Iowa
$742K +$170K +3,191 +32%
SCA
60
Snowden Capital Advisors
New York
$727K +$455K +8,524 +198%
WDL
61
Well Done LLC
Michigan
$721K +$219K +4,107 +48%
CAN
62
Claraphi Advisory Network
United States
$660K +$622K +11,644 New
LFAS
63
Level Four Advisory Services
Texas
$600K
SEP
64
Southland Equity Partners
Missouri
$580K +$547K +10,247 New
SW
65
SkyOak Wealth
Michigan
$556K -$150K -2,809 -23%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$553K +$135K +2,525 +35%
FFS
67
Founders Financial Securities
Maryland
$538K +$507K +9,492 New
HI
68
Horizon Investments
North Carolina
$538K +$507K +9,492 New
RIA
69
Realta Investment Advisors
Delaware
$483K +$456K +8,531 New
SI
70
Stephens Inc
Arkansas
$458K
CF
71
Centaurus Financial
California
$455K +$290K +5,425 +208%
CFGS
72
Concourse Financial Group Securities
Alabama
$441K +$287K +5,378 +224%
UCFA
73
United Capital Financial Advisors
Texas
$417K -$24K -450 -6%
MWM
74
Meridian Wealth Management
Kentucky
$404K +$381K +7,131 New
WWM
75
Western Wealth Management
Colorado
$378K +$356K +6,669 New