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First Trust Industrials/Producer Durables AlphaDEX Fund

140 hedge funds and large institutions have $1.29B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

780% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 5

410% more capital invested

Capital invested by funds: $253M → $1.29B (+$1.04B)

280% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more funds holding

Funds holding: 104140 (+36)

15.17% more ownership

Funds ownership: 70.31%85.49% (+15%)

Holders
140
Holders Change
+36
Holders Change %
+34.62%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
44
Increased
57
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Secure Asset Management
Michigan
$375K +$126K +2,369 +56%
WP
77
WealthSource Partners
California
$374K +$352K +6,600 New
Citigroup
78
Citigroup
New York
$369K +$84.5K +1,583 +32%
MW
79
Marks Wealth
Maryland
$353K +$82.4K +1,544 +33%
PAG
80
Private Advisor Group
New Jersey
$328K -$53.1K -994 -15%
BFA
81
Beaumont Financial Advisors
Massachusetts
$304K -$33.5K -628 -10%
AWA
82
Arkadios Wealth Advisors
Georgia
$303K +$134K +2,505 +88%
CA
83
Claro Advisors
Massachusetts
$300K +$283K +5,303 New
HCIA
84
Hochman Cole Investment Advisors
Illinois
$299K
KA
85
Kovack Advisors
Florida
$278K +$262K +4,900 New
SWM
86
SeaCrest Wealth Management
New York
$271K +$2.03K +38 +0.8%
FTS
87
Fifth Third Securities
Ohio
$263K -$1.71K -32 -0.7%
LWM
88
Laidlaw Wealth Management
New York
$255K
PCH
89
PGIM Custom Harvest
New Jersey
$255K
FFA
90
Founders Financial Alliance
North Carolina
$243K +$116K +2,172 +113%
WA
91
WESPAC Advisors
California
$227K +$214K +4,000 New
HIS
92
Harvest Investment Services
Illinois
$224K -$103K -1,920 -33%
KPWS
93
Kestra Private Wealth Services
Texas
$224K +$211K +3,951 New
HWM
94
Holloway Wealth Management
Florida
$211K
Lido Advisors
95
Lido Advisors
California
$211K +$199K +3,719 New
SPIA
96
Steward Partners Investment Advisory
New York
$199K +$101K +1,883 +116%
GWM
97
Geneos Wealth Management
Colorado
$186K -$5.34K -100 -3%
MCC
98
Money Concepts Capital
Florida
$177K +$91.7K +1,717 +123%
APA
99
American Portfolios Advisors
New York
$171K +$5.07K +95 +3%
AWM
100
Accel Wealth Management
Iowa
$140K +$107 +2 +0.1%