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First Trust Industrials/Producer Durables AlphaDEX Fund

104 hedge funds and large institutions have $253M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

89% more capital invested

Capital invested by funds: $134M → $253M (+$119M)

35% more funds holding

Funds holding: 77104 (+27)

6.29% more ownership

Funds ownership: 64.03%70.31% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
33
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$75K +$11.7K +253 +20%
MCC
77
Money Concepts Capital
Florida
$70K +$64.8K +1,401 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$67K
BEI
79
Benjamin Edwards Inc
Missouri
$58K +$25.5K +552 +92%
WTC
80
WhitTier Trust Company
Nevada
$50K
EP
81
Eudaimonia Partners
Tennessee
$40K
SIC
82
Salem Investment Counselors
North Carolina
$38K
QCG
83
Quadrant Capital Group
Ohio
$31K
CFB
84
Cullen/Frost Bankers
Texas
$30K
TFGT
85
TS Financial Group (TSFG)
Illinois
$25K +$23.2K +501 New
AF
86
Allworth Financial
California
$23K
FWM
87
Focused Wealth Management
New York
$23K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$23K +$21.1K +455 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$20K
WEC
90
Winslow Evans & Crocker
Massachusetts
$19K +$5.32K +115 +46%
HCP
91
Hexagon Capital Partners
Arkansas
$17K
SFS
92
Sowell Financial Services
Arkansas
$17K +$2.41K +52 +18%
TAM
93
Tucker Asset Management
Colorado
$13.8K +$12.8K +276 New
SPWG
94
Sage Private Wealth Group
Illinois
$13K +$12K +260 New
TIM
95
Tortoise Investment Management
New York
$12K
NFG
96
Next Financial Group
Texas
$8K +$7.08K +153 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$5K
CAAS
98
Capital Asset Advisory Services
Michigan
$4K
TFA
99
Transamerica Financial Advisors
Florida
$3K
LAS
100
Lloyd Advisory Services
Georgia
$3K +$833 +18 +42%