We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

110 hedge funds and large institutions have $1.21B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 106110 (+4)

3.51% more ownership

Funds ownership: 81.58%85.09% (+3.5%)

1% more capital invested

Capital invested by funds: $1.2B → $1.21B (+$15.1M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 49

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
2.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
10
Increased
37
Reduced
49
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Canal Capital Management
Virginia
$297K
Citigroup
77
Citigroup
New York
$292K +$51.2K +1,474 +22%
CC
78
Cedar Capital
Illinois
$279K -$23.2K -668 -8%
PFS
79
Prospera Financial Services
Texas
$276K -$51.3K -1,478 -16%
LFG
80
LifePlan Financial Group
Ohio
$276K -$30K -863 -10%
PAG
81
Private Advisor Group
New Jersey
$275K -$231K -6,643 -46%
TSS
82
Two Sigma Securities
New York
$264K -$216K -6,232 -45%
WA
83
WFG Advisors
Texas
$225K +$45.4K +1,308 +26%
M&T Bank
84
M&T Bank
New York
$222K -$625 -18 -0.3%
KA
85
Kovack Advisors
Florida
$222K +$11.7K +336 +6%
CI
86
Cavalier Investments
Georgia
$219K
FAAS
87
First Allied Advisory Services
California
$203K +$200K +5,760 New
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$200K
CWM
89
Cornerstone Wealth Management
Missouri
$200K +$194K +5,596 New
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$156K -$350K -10,064 -69%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$89K
CFD
92
Creative Financial Designs
Indiana
$85K +$35 +1 +0%
GRP
93
Global Retirement Partners
California
$68K +$44K +1,266 +189%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$63K +$50.1K +1,442 +441%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K +$3.86K +111 +7%
RFWA
96
RPg Family Wealth Advisory
Massachusetts
$56.4K -$26.5K -764 -32%
FANJ
97
Financial Architects (New Jersey)
New Jersey
$47K +$45.8K +1,319 New
GWM
98
Geneos Wealth Management
Colorado
$28K
WEC
99
Winslow Evans & Crocker
Massachusetts
$23K -$8.69K -250 -28%
ACM
100
Aviance Capital Management
Florida
$15K +$14.7K +423 New