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First Trust Industrials/Producer Durables AlphaDEX Fund

97 hedge funds and large institutions have $215M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 50 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 11697 (-19)

27.22% less ownership

Funds ownership: 85.51%58.3% (-27%)

49% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 39

68% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 50

85% less capital invested

Capital invested by funds: $1.45B → $215M (-$1.23B)

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
97
Holders Change
-19
Holders Change %
-16.38%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
16
Reduced
50
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$52K +$3.46K +92 +6%
GRP
77
Global Retirement Partners
California
$43K -$25.1K -668 -35%
WTC
78
WhitTier Trust Company
Nevada
$41K +$7.66K +204 +20%
NWM
79
Northwest Wealth Management
Iowa
$30K
CIAS
80
Capital Investment Advisory Services
North Carolina
$29K +$31.7K +844 New
WCM
81
WealthBridge Capital Management
Ohio
$16K +$17.8K +475 New
TFA
82
Transamerica Financial Advisors
Florida
$14K -$3.52M -93,634 -100%
RFWA
83
RPg Family Wealth Advisory
Massachusetts
$11.5K +$12.7K +337 New
WIM
84
Westside Investment Management
California
$11.5K
Deutsche Bank
85
Deutsche Bank
Germany
$9K -$16.4K -436 -60%
TIM
86
Tortoise Investment Management
New York
$8K
William Blair & Company
87
William Blair & Company
Illinois
$7K +$7.51K +200 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$6K -$64.9K -1,729 -91%
ADL
89
Asset Dedication LLC
California
$5K
ASN
90
Advisory Services Network
Georgia
$4K -$3.76M -100,033 -100%
JP Morgan Chase
91
JP Morgan Chase
New York
$4K -$1.66M -44,178 -100%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$4K +$1.95K +52 +76%
1NWS
93
1 North Wealth Services
Maryland
$3K +$2.93K +78 New
NA
94
NewEdge Advisors
Louisiana
$312 -$6.12M -162,855 -95%
CF
95
Centaurus Financial
California
$7 +$9.09K +242 +3,457%
First Trust Advisors
96
First Trust Advisors
Illinois
-$703M -16,581,920 Closed
NA
97
Navellier & Associates
Nevada
-$23.8M -561,070 Closed
NC
98
NewSquare Capital
Pennsylvania
-$20M -472,790 Closed
ODG
99
O'Dell Group
Ohio
-$10.3M -242,649 Closed
GA
100
Gateway Advisory
New Jersey
-$9.76M -230,260 Closed