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First Trust Industrials/Producer Durables AlphaDEX Fund

108 hedge funds and large institutions have $1.21B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $1.21B → $1.21B (-$3.66M)

2% less funds holding

Funds holding: 110108 (-2)

2.42% less ownership

Funds ownership: 85.09%82.67% (-2.4%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 48

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
6
Increased
38
Reduced
48
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Canal Capital Management
Virginia
$312K
LFG
77
LifePlan Financial Group
Ohio
$290K
PFS
78
Prospera Financial Services
Texas
$267K -$24.2K -677 -9%
WA
79
WESPAC Advisors
California
$242K +$233K +6,526 New
M&T Bank
80
M&T Bank
New York
$229K -$4.22K -118 -2%
PTC
81
Private Trust Company
Ohio
$221K +$213K +5,958 New
CWM
82
Cornerstone Wealth Management
Missouri
$211K
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$210K
LI
84
LVZ Inc
Michigan
$209K +$201K +5,628 New
KA
85
Kovack Advisors
Florida
$203K -$28.8K -807 -13%
SG Americas Securities
86
SG Americas Securities
New York
$187K -$345K -9,660 -66%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$156K -$7.4K -207 -5%
CFD
88
Creative Financial Designs
Indiana
$89K
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$79K +$71.7K +2,006 New
GRP
90
Global Retirement Partners
California
$72K
RFWA
91
RPg Family Wealth Advisory
Massachusetts
$70K +$10.4K +292 +18%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$66K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$60K -$32.7K -914 -36%
FANJ
94
Financial Architects (New Jersey)
New Jersey
$50K +$751 +21 +2%
ASN
95
Advisory Services Network
Georgia
$40K +$34.4K +962 +770%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K -$22.1K -619 -37%
GWM
97
Geneos Wealth Management
Colorado
$38K +$8.94K +250 +31%
ACM
98
Aviance Capital Management
Florida
$16K
WIM
99
Westside Investment Management
California
$12.7K
TIM
100
Tortoise Investment Management
New York
$9K