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First Trust Industrials/Producer Durables AlphaDEX Fund

94 hedge funds and large institutions have $244M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2.59% more ownership

Funds ownership: 64.04%66.63% (+2.6%)

1% more capital invested

Capital invested by funds: $242M → $244M (+$2.33M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 9594 (-1)

47% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 38

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
20
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$42K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$37K +$21.9K +534 +153%
SIC
78
Salem Investment Counselors
North Carolina
$36K +$34.7K +848 New
CFB
79
Cullen/Frost Bankers
Texas
$32K
FWM
80
Focused Wealth Management
New York
$19K
TFA
81
Transamerica Financial Advisors
Florida
$15K +$12.6K +307 +682%
FGAM
82
Financial Gravity Asset Management
Texas
$15K +$14.3K +349 New
Deutsche Bank
83
Deutsche Bank
Germany
$12K
WEC
84
Winslow Evans & Crocker
Massachusetts
$12K
CFA
85
Camarda Financial Advisors
Florida
$11K +$10.7K +262 New
TIM
86
Tortoise Investment Management
New York
$10K
William Blair & Company
87
William Blair & Company
Illinois
$8K
CIAS
88
Capital Investment Advisory Services
North Carolina
$7K
JP Morgan Chase
89
JP Morgan Chase
New York
$4K
WIM
90
Westside Investment Management
California
$11 +$11K +268 New
WAS
91
Winch Advisory Services
Wisconsin
-$2.98M -74,753 Closed
Millennium Management
92
Millennium Management
New York
-$717K -17,958 Closed
VF
93
Virtu Financial
New York
-$541K -13,549 Closed
CS
94
Comerica Securities
Michigan
-$465K -11,660 Closed
CAN
95
Cetera Advisor Networks
California
-$372K -9,213 Closed
BCM
96
Breiter Capital Management
Florida
-$298K -7,536 Closed
SWM
97
SeaCrest Wealth Management
New York
-$160K -4,003 Closed
CAM
98
Columbia Asset Management
Michigan
-$160K -4,000 Closed
CA
99
Cetera Advisors
Colorado
-$103K -2,593 Closed
GCA
100
Genesee Capital Advisors
New York
-$67K -1,684 Closed