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First Trust Industrials/Producer Durables AlphaDEX Fund

106 hedge funds and large institutions have $1.2B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

420% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 5

23% more funds holding

Funds holding: 86106 (+20)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

4% more capital invested

Capital invested by funds: $1.15B → $1.2B (+$47M)

1.57% less ownership

Funds ownership: 83.14%81.58% (-1.6%)

Holders
106
Holders Change
+20
Holders Change %
+23.26%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
26
Increased
39
Reduced
35
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
LifePlan Financial Group
Ohio
$298K +$296K +8,678 New
CC
77
Cedar Capital
Illinois
$294K -$751 -22 -0.3%
SWM
78
Segment Wealth Management
Texas
$294K +$293K +8,579 New
CCM
79
Canal Capital Management
Virginia
$288K +$287K +8,402 New
Citigroup
80
Citigroup
New York
$233K -$3.41M -100,031 -94%
CI
81
Cavalier Investments
Georgia
$219K +$218K +6,394 New
M&T Bank
82
M&T Bank
New York
$216K +$215K +6,296 New
SPC
83
Sigma Planning Corp
Michigan
$214K -$737K -21,584 -78%
KA
84
Kovack Advisors
Florida
$204K -$17K -499 -8%
HIIFS
85
Harel Insurance Investments & Financial Services
Israel
$191K +$193K +5,660 New
WA
86
WFG Advisors
Texas
$174K +$151K +4,413 +680%
TRCT
87
Tower Research Capital (TRC)
New York
$138K -$58.5K -1,714 -30%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$87K -$3.07K -90 -3%
CFD
89
Creative Financial Designs
Indiana
$82K -$54.4K -1,595 -40%
RFWA
90
RPg Family Wealth Advisory
Massachusetts
$80.9K +$34.7K +1,017 +76%
AIM
91
Advantage Investment Management
Iowa
$65K -$5.4M -158,333 -99%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K -$2.87K -84 -5%
RCG
93
Ruggie Capital Group
Florida
$42K +$41.7K +1,223 New
WEC
94
Winslow Evans & Crocker
Massachusetts
$30.9K -$2.59K -76 -8%
GWM
95
Geneos Wealth Management
Colorado
$27K +$10.2K +300 +60%
GRP
96
Global Retirement Partners
California
$23K +$22.9K +670 New
Creative Planning
97
Creative Planning
Kansas
$17K +$16.5K +484 New
WIM
98
Westside Investment Management
California
$11.4K +$11.5K +336 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$11K +$11.2K +327 New
TIM
100
Tortoise Investment Management
New York
$8K