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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
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$117K -$285K -5,331 -72%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$114K
Barclays
103
Barclays
United Kingdom
$110K +$104K +1,948 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$80K -$4.22K -79 -5%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$75K
BEI
106
Benjamin Edwards Inc
Missouri
$75K +$9.24K +173 +15%
SFS
107
Sowell Financial Services
Arkansas
$75K +$48.4K +906 +266%
TFGT
108
TS Financial Group (TSFG)
Illinois
$72K +$41.1K +769 +153%
TFA
109
Transamerica Financial Advisors
Florida
$71K +$63.8K +1,194 +2,653%
WTC
110
WhitTier Trust Company
Nevada
$57K
AWM
111
Avior Wealth Management
Nebraska
$51K +$48.9K +915 New
SIC
112
Salem Investment Counselors
North Carolina
$42K
EP
113
Eudaimonia Partners
Tennessee
$34K -$10.7K -200 -25%
CFB
114
Cullen/Frost Bankers
Texas
$34K
AF
115
Allworth Financial
California
$26K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$26K
FWM
117
Focused Wealth Management
New York
$26K +$107 +2 +0.4%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$23K
TCWM
119
Total Clarity Wealth Management
Illinois
$21K +$19.4K +363 New
HCP
120
Hexagon Capital Partners
Arkansas
$19K
CFD
121
Creative Financial Designs
Indiana
$19K +$17.9K +335 New
TAM
122
Tucker Asset Management
Colorado
$15.9K +$267 +5 +2%
SPWG
123
Sage Private Wealth Group
Illinois
$15K
TIM
124
Tortoise Investment Management
New York
$14K
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$14K +$13.4K +251 New