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First Trust Industrials/Producer Durables AlphaDEX Fund

132 hedge funds and large institutions have $1.4B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

22% more funds holding

Funds holding: 108132 (+24)

16% more capital invested

Capital invested by funds: $1.21B → $1.4B (+$192M)

0.08% less ownership

Funds ownership: 82.67%82.59% (-0.08%)

Holders
132
Holders Change
+24
Holders Change %
+22.22%
% of All Funds
2.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
30
Increased
50
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WESPAC Advisors
California
$215K -$47.1K -1,218 -19%
SG Americas Securities
102
SG Americas Securities
New York
$202K -$2.28K -59 -1%
SWM
103
SeaCrest Wealth Management
New York
$132K +$126K +3,250 New
CFD
104
Creative Financial Designs
Indiana
$97K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$97K +$23.9K +619 +35%
GRP
106
Global Retirement Partners
California
$88K +$9.13K +236 +12%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$81K
APA
108
American Portfolios Advisors
New York
$75.8K +$72.2K +1,866 New
RFWA
109
RPg Family Wealth Advisory
Massachusetts
$64.6K -$11.4K -294 -16%
GWM
110
Geneos Wealth Management
Colorado
$62K +$19.3K +500 +48%
AF
111
Advisornet Financial
Minnesota
$61K +$58K +1,500 New
FANJ
112
Financial Architects (New Jersey)
New Jersey
$54K
SPIA
113
Steward Partners Investment Advisory
New York
$44K +$42.8K +1,108 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K +$773 +20 +2%
US Bancorp
115
US Bancorp
Minnesota
$41K +$39.2K +1,013 New
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$32K +$30.9K +798 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$21K +$19.6K +506 New
LA
118
Legacy Advisors
Pennsylvania
$15K +$14.7K +380 New
WIM
119
Westside Investment Management
California
$13.9K
WC
120
Whitnell & Co
Illinois
$12K +$11.4K +296 New
W
121
WealthShield
North Carolina
$11K +$10.1K +260 New
WP
122
WealthShield Partners
North Carolina
$11K +$10.1K +260 New
TIM
123
Tortoise Investment Management
New York
$10K
WEC
124
Winslow Evans & Crocker
Massachusetts
$8.12K
RFC
125
Regions Financial Corp
Alabama
$8K +$8K +207 New