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First Trust Industrials/Producer Durables AlphaDEX Fund

102 hedge funds and large institutions have $239M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $188M → $239M (+$51.2M)

17% more funds holding

Funds holding: 87102 (+15)

5.19% more ownership

Funds ownership: 58.37%63.55% (+5.2%)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
22
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$105K -$18.9K -433 -16%
ASN
77
Advisory Services Network
Georgia
$96K +$43.6K +998 +88%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$90K -$3.58K -82 -4%
CFD
79
Creative Financial Designs
Indiana
$78K
GWM
80
Geneos Wealth Management
Colorado
$78K +$44 +1 +0.1%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$78K +$53.2K +1,218 +239%
SPIA
82
Steward Partners Investment Advisory
New York
$70K
WTC
83
WhitTier Trust Company
Nevada
$45K
EP
84
Eudaimonia Partners
Tennessee
$37K +$35.4K +812 New
SIC
85
Salem Investment Counselors
North Carolina
$34K
QCG
86
Quadrant Capital Group
Ohio
$31K +$30.7K +703 New
CFB
87
Cullen/Frost Bankers
Texas
$27K -$6.98K -160 -21%
AF
88
Allworth Financial
California
$21K
FWM
89
Focused Wealth Management
New York
$20K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$18K -$32.7K -750 -65%
SFS
91
Sowell Financial Services
Arkansas
$13K
WEC
92
Winslow Evans & Crocker
Massachusetts
$12K
OPS
93
Orion Portfolio Solutions
Nebraska
$12K +$11.7K +268 New
TIM
94
Tortoise Investment Management
New York
$11K
CAAS
95
Capital Asset Advisory Services
Michigan
$9K +$8.38K +192 New
CIAS
96
Capital Investment Advisory Services
North Carolina
$8K
FHA
97
First Horizon Advisors
Tennessee
$7K +$6.72K +154 New
JP Morgan Chase
98
JP Morgan Chase
New York
$5K
1NWS
99
1 North Wealth Services
Maryland
$4K
TFA
100
Transamerica Financial Advisors
Florida
$2K