We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

54 hedge funds and large institutions have $89.8M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $76.3M → $89.8M (+$13.5M)

10.44% more ownership

Funds ownership: 45.15%55.59% (+10%)

2% more funds holding

Funds holding: 5354 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
16
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.8M +$5.11M +182,521 +51%
Morgan Stanley
2
Morgan Stanley
New York
$13.4M +$770K +27,499 +6%
AIM
3
Astor Investment Management
Illinois
$7.04M +$7.19M +256,867 New
Bank of America
4
Bank of America
North Carolina
$5.9M -$597K -21,337 -9%
BFA
5
Beaumont Financial Advisors
Massachusetts
$4.45M -$3.35M -119,598 -42%
SAM
6
SignalPoint Asset Management
Missouri
$4.37M -$298K -10,662 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.24M -$759K -27,097 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.17M +$3.03M +108,108 +245%
CS
9
Credit Suisse
Switzerland
$3.57M +$2.85M +101,825 +360%
LPL Financial
10
LPL Financial
California
$3.44M -$3.76M -134,389 -51%
ACM
11
Aviance Capital Management
Florida
$2.74M +$2.8M +99,885 New
Citadel Advisors
12
Citadel Advisors
Florida
$2.2M +$1.02M +36,436 +83%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.02M +$892K +31,862 +76%
UBS Group
14
UBS Group
Switzerland
$1.58M -$813K -29,043 -34%
Goldman Sachs
15
Goldman Sachs
New York
$1.38M -$358K -12,800 -20%
SG Americas Securities
16
SG Americas Securities
New York
$1.36M +$1.39M +49,832 New
SG
17
Societe Generale
$1.36M +$1.39M +49,832 New
TRCT
18
Tower Research Capital (TRC)
New York
$980K +$792K +28,278 +378%
RJA
19
Raymond James & Associates
Florida
$951K -$493K -17,594 -34%
RPG
20
Risk Paradigm Group
Texas
$917K -$598K -21,367 -39%
UCFA
21
United Capital Financial Advisors
Texas
$891K +$90.4K +3,231 +11%
MM
22
Main Management
California
$822K
Jane Street
23
Jane Street
New York
$698K -$377K -13,476 -35%
AI
24
Atria Investments
North Carolina
$624K +$631K +22,557 New
SI
25
SII Investments
Wisconsin
$599K +$612K +21,869 New