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First Trust Industrials/Producer Durables AlphaDEX Fund

97 hedge funds and large institutions have $215M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 50 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less funds holding

Funds holding: 11697 (-19)

27.22% less ownership

Funds ownership: 85.51%58.3% (-27%)

49% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 39

68% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 50

85% less capital invested

Capital invested by funds: $1.45B → $215M (-$1.23B)

100% less funds holding in top 10

Funds holding in top 10: 60 (-6)

Holders
97
Holders Change
-19
Holders Change %
-16.38%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
16
Reduced
50
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
-$5.6M -211,304 Closed
BCM
102
Barometer Capital Management
Ontario, Canada
-$7.66M -180,700 Closed
VCM
103
Virtue Capital Management
Tennessee
-$3.85M -90,858 Closed
GSC
104
G&S Capital
Colorado
-$3.7M -87,355 Closed
SPC
105
Sigma Planning Corp
Michigan
-$3.32M -78,322 Closed
MWM
106
MinichMacGregor Wealth Management
New York
-$2.39M -56,598 Closed
AP
107
Atwood & Palmer
Missouri
-$2.16M -51,050 Closed
DWA
108
Dorsey Wright & Associates
California
-$1.99M -47,036 Closed
SFI
109
SPC Financial Inc
Maryland
-$1.67M -39,296 Closed
BCM
110
Breiter Capital Management
Florida
-$1.1M -26,002 Closed
CAN
111
Claraphi Advisory Network
United States
-$756K -17,852 Closed
HI
112
Horizon Investments
North Carolina
-$743K -17,547 Closed
FFS
113
Founders Financial Securities
Maryland
-$741K -17,482 Closed
MOS
114
MGO One Seven
Ohio
-$724K -17,099 Closed
DBRC
115
D.B. Root & Company
Pennsylvania
-$702K -16,578 Closed
SG
116
StoneX Group
New York
-$554K -13,073 Closed
CCM
117
Canal Capital Management
Virginia
-$356K -8,402 Closed
CIBC World Market
118
CIBC World Market
Ontario, Canada
-$309K -7,283 Closed
KA
119
Kovack Advisors
Florida
-$287K -6,783 Closed
MIH
120
Meitav Investment House
Israel
-$286K -6,730 Closed
BRWA
121
B. Riley Wealth Advisors
Florida
-$282K -6,646 Closed
CC
122
Cedar Capital
Illinois
-$272K -6,426 Closed
DLHL
123
Donald L. Hagan LLC
Florida
-$254K -6,005 Closed
GTAM
124
Global Trust Asset Management
Florida
-$246K -5,800 Closed
M&T Bank
125
M&T Bank
New York
-$242K -5,702 Closed