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First Trust Industrials/Producer Durables AlphaDEX Fund

87 hedge funds and large institutions have $188M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 9487 (-7)

8.26% less ownership

Funds ownership: 66.63%58.37% (-8.3%)

23% less capital invested

Capital invested by funds: $244M → $188M (-$56.2M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Tortoise Investment Management
New York
$10K
IA
77
IFP Advisors
Florida
$10K +$10.2K +244 New
William Blair & Company
78
William Blair & Company
Illinois
$8K
CIAS
79
Capital Investment Advisory Services
North Carolina
$7K
FGAM
80
Financial Gravity Asset Management
Texas
$4K -$10.9K -262 -75%
JP Morgan Chase
81
JP Morgan Chase
New York
$4K
1NWS
82
1 North Wealth Services
Maryland
$3K +$3.25K +78 New
TFA
83
Transamerica Financial Advisors
Florida
$2K -$12.8K -307 -87%
RFM
84
Royal Fund Management
Florida
$1K +$999 +24 New
CAN
85
Claraphi Advisory Network
United States
$1K +$1.29K +31 New
NA
86
Navellier & Associates
Nevada
-$12.8M -301,008 Closed
BCM
87
Barometer Capital Management
Ontario, Canada
-$3.63M -85,700 Closed
CW
88
CreativeOne Wealth
Kansas
-$1.92M -45,201 Closed
MA
89
Mutual Advisors
Nebraska
-$532K -12,557 Closed
AIC
90
Aurora Investment Counsel
Georgia
-$335K -7,893 Closed
WSTAM
91
Wilbanks Smith & Thomas Asset Management
Virginia
-$300K -7,080 Closed
DLHL
92
Donald L. Hagan LLC
Florida
-$285K -6,711 Closed
FTS
93
Fifth Third Securities
Ohio
-$226K -5,352 Closed
MAS
94
Madden Advisory Services
Florida
-$220K -5,190 Closed
SWP
95
Stratos Wealth Partners
Ohio
-$210K -4,949 Closed
AP
96
Advisors Preferred
Maryland
-$98K -2,292 Closed
DWM
97
Doyle Wealth Management
Florida
-$66K -1,548 Closed
Deutsche Bank
98
Deutsche Bank
Germany
-$12K -288 Closed
CFA
99
Camarda Financial Advisors
Florida
-$11K -262 Closed