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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

86 hedge funds and large institutions have $1.15B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+33
Holders Change %
+62.26%
% of All Funds
2.15%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
44
Increased
30
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$575M
2
Morgan Stanley
2
Morgan Stanley
New York
$123M
3
Wells Fargo
3
Wells Fargo
California
$107M
4
Bank of America
4
Bank of America
North Carolina
$44.1M
5
UBS Group
5
UBS Group
Switzerland
$32.2M

Top Sellers

1
SAM
1
SignalPoint Asset Management
Missouri
$6.37M
2
ACM
2
Aviance Capital Management
Florida
$0
3
Creative Planning
3
Creative Planning
Kansas
$0
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
76
Winslow Evans & Crocker
Massachusetts
$32.1K +$1.64K +50 +5%
AP
77
Advisors Preferred
Maryland
$27K +$27K +816 New
WA
78
WFG Advisors
Texas
$21K -$4.53K -140 -18%
AP
79
Atwood & Palmer
Missouri
$19K +$19K +570 New
GWM
80
Geneos Wealth Management
Colorado
$16K – – –
TIM
81
Tortoise Investment Management
New York
$8K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$8K +$8K +253 New
IWM
83
IHT Wealth Management
Illinois
$7K +$7K +210 New
NFG
84
Next Financial Group
Texas
$3K +$3K +100 New
RFM
85
Royal Fund Management
Florida
$1K +$1K +49 New
ACM
86
Aviance Capital Management
Florida
– -$1.41M -47,878 Closed
Creative Planning
87
Creative Planning
Kansas
– -$707K -24,000 Closed
FIM
88
Freedom Investment Management
Connecticut
– -$647K -21,959 Closed
Jane Street
89
Jane Street
New York
– -$508K -17,231 Closed
ACM
90
Argentus Capital Management
Texas
– -$310K -10,508 Closed
BRWA
91
B. Riley Wealth Advisors
Florida
– -$252K -8,520 Closed
Millennium Management
92
Millennium Management
New York
– -$202K -6,864 Closed
SG Americas Securities
93
SG Americas Securities
New York
– -$109K -3,689 Closed
JFGIW
94
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$16K -545 Closed
CWM
95
Concert Wealth Management
California
– -$14K -480 Closed
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