We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

57 hedge funds and large institutions have $310M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

0% more funds holding

Funds holding: 5757 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

17.54% less ownership

Funds ownership: 56.82%39.28% (-18%)

30% less capital invested

Capital invested by funds: $443M → $310M (-$132M)

Holders
57
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
9
Increased
30
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.1M +$15M +525,484 +36%
Bank of America
2
Bank of America
North Carolina
$36M +$8.71M +305,150 +33%
Wells Fargo
3
Wells Fargo
California
$27.7M -$1.09M -38,021 -4%
U
4
UBS
Switzerland
$25M +$6.08M +213,226 +34%
BFA
5
Beaumont Financial Advisors
Massachusetts
$23.9M +$9.7M +340,075 +72%
HA
6
Hays Advisory
Tennessee
$22.4M +$1.49M +52,313 +7%
Goldman Sachs
7
Goldman Sachs
New York
$19.5M +$10.3M +359,303 +120%
LPL Financial
8
LPL Financial
California
$13.4M +$4.28M +149,966 +49%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.7M +$2.66M +93,147 +28%
RJA
10
Raymond James & Associates
Florida
$11.1M +$3.13M +109,514 +41%
BUB
11
BBVA USA Bancshares
Texas
$8.08M +$502K +17,575 +7%
PFG
12
Pacific Financial Group
Washington
$7.02M +$6.09M +213,234 +864%
PAG
13
Pinnacle Advisory Group
Maryland
$5.08M +$186K +6,529 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.7M +$3.2M +112,152 +854%
Stifel Financial
15
Stifel Financial
Missouri
$3.65M +$3.54M +123,917 New
SAM
16
SignalPoint Asset Management
Missouri
$3.02M +$146K +5,130 +5%
JCM
17
Janney Capital Management
Pennsylvania
$2.73M +$88K +3,082 +3%
WA
18
WESPAC Advisors
California
$2.68M +$369K +12,923 +17%
IAS
19
IMA Advisory Services
Colorado
$2.63M -$122K -4,260 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.61M -$1.66M -58,188 -40%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.55M +$1.76M +61,577 +247%
BTS
22
BB&T Securities
Virginia
$2.15M -$3.38M -118,503 -94%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.1M -$29.2K -1,023 -1%
FHA
24
First Horizon Advisors
Tennessee
$1.95M +$271K +9,490 +17%
TT
25
Tower Trust
Indiana
$1.15M -$127K -4,455 -10%