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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

116 hedge funds and large institutions have $1.45B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

14% more capital invested

Capital invested by funds: $1.27B → $1.45B (+$174M)

3% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 38

0.83% more ownership

Funds ownership: 84.69% → 85.51% (+0.83%)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 117 → 116 (-1)

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
19
Increased
39
Reduced
38
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$47.5M
2
NA
Navellier & Associates
Nevada
+$23.3M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14M
4
BCM
Barometer Capital Management
Ontario, Canada
+$7.5M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$4.48M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
-$13.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.25M
3
SAM
Shamrock Asset Management
Texas
-$4.58M
4
CS
Credit Suisse
Switzerland
-$4.17M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
126
Advisors Preferred
Maryland
– -$207K -5,306 Closed
TSS
127
Two Sigma Securities
New York
– -$204K -5,213 Closed
Manulife (Manufacturers Life Insurance)
128
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$23K -590 Closed
TFS
129
TrustCore Financial Services
Tennessee
– -$22K -552 Closed
US Bancorp
130
US Bancorp
Minnesota
– -$16K -398 Closed
PWAG
131
Polaris Wealth Advisory Group
California
– -$6K -142 Closed
WP
132
WealthShield Partners
North Carolina
– -$5K -130 Closed
SWP
133
Strategic Wealth Partners
Ohio
– -$5K -128 Closed
RFM
134
Royal Fund Management
Florida
– -$1K -49 Closed
HNB
135
Huntington National Bank
Ohio
– -$24K – –
2 3 4 5
6