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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
QCG
126
Quadrant Capital Group
Ohio
$11K -$22.9K -429 -70%
NFG
127
Next Financial Group
Texas
$9K +$427 +8 +5%
CIAS
128
Capital Investment Advisory Services
North Carolina
$6K
GRP
129
Global Retirement Partners
California
$6K +$5.34K +100 New
EVM
130
Eaton Vance Management
Massachusetts
$5K +$4.38K +82 New
FEG
131
Financial Enhancement Group
Indiana
$4K -$329K -6,167 -99%
CAAS
132
Capital Asset Advisory Services
Michigan
$4K
LAS
133
Lloyd Advisory Services
Georgia
$4K +$854 +16 +26%
SFPG
134
Stonebridge Financial Planning Group
Florida
$4K +$4K +75 New
WWMSC
135
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$2.83K +53 New
IA
136
IFP Advisors
Florida
$3K +$4.43K +83 +157%
MWA
137
Moser Wealth Advisors
Washington
$2K +$1.71K +32 New
FGAM
138
Financial Gravity Asset Management
Texas
$656
WIM
139
Westside Investment Management
California
$15
NA
140
Navellier & Associates
Nevada
-$6.21M -123,732 Closed
FEM
141
Fulcrum Equity Management
Texas
-$5.93M -118,178 Closed
MIAN
142
Mariner Independent Advisor Network
Kansas
-$2.33M -46,441 Closed
RIA
143
Regal Investment Advisors
Michigan
-$457K -9,099 Closed
BRWM
144
B. Riley Wealth Management
Tennessee
-$424K -8,445 Closed
AA
145
Ancora Advisors
Ohio
+$214 +4 New