We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

86 hedge funds and large institutions have $1.15B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,185% more capital invested

Capital invested by funds: $89.4M → $1.15B (+$1.06B)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

340% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 10

62% more funds holding

Funds holding: 5386 (+33)

32.14% more ownership

Funds ownership: 51.01%83.14% (+32%)

Holders
86
Holders Change
+33
Holders Change %
+62.26%
% of All Funds
2.15%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.13%
New
44
Increased
30
Reduced
6
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$575M +$548M +17,492,854 New
Morgan Stanley
2
Morgan Stanley
New York
$123M +$104M +3,335,114 +848%
Wells Fargo
3
Wells Fargo
California
$107M +$80.5M +2,569,976 +368%
Bank of America
4
Bank of America
North Carolina
$44.1M +$34M +1,085,730 +425%
UBS Group
5
UBS Group
Switzerland
$32.2M +$28.6M +914,628 +1,430%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$28.4M +$26.4M +843,716 +4,028%
MFS
7
MSI Financial Services
Massachusetts
$21M +$18.9M +602,291 +1,611%
RJA
8
Raymond James & Associates
Florida
$20.8M +$18.1M +576,581 +1,046%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$19M +$13.4M +426,750 +285%
NC
10
NewSquare Capital
Pennsylvania
$14.1M +$13.4M +427,545 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$10.5M +$9.58M +305,946 +2,310%
Ameriprise
12
Ameriprise
Minnesota
$8.76M +$8.36M +266,804 New
Goldman Sachs
13
Goldman Sachs
New York
$8.22M +$6.22M +198,596 +387%
NA
14
Navellier & Associates
Nevada
$7.56M +$7.21M +230,038 New
HFS
15
HL Financial Services
Kentucky
$7.3M +$5.6M +178,835 +413%
LPL Financial
16
LPL Financial
California
$7.07M +$835K +26,649 +14%
AG
17
Advisor Group
Arizona
$6.75M +$6.2M +197,894 +2,726%
ODG
18
O'Dell Group
Ohio
$6.53M +$6.22M +198,578 New
SAM
19
SignalPoint Asset Management
Missouri
$6.37M -$1.69M -53,847 -22%
SAM
20
Shamrock Asset Management
Texas
$6.19M +$5.9M +188,284 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.04M +$2.53M +80,851 +79%
AIM
22
Astor Investment Management
Illinois
$5.8M +$1.14M +36,505 +26%
TFA
23
Transamerica Financial Advisors
Florida
$5.29M +$5.04M +160,770 New
AIM
24
Advantage Investment Management
Iowa
$5.27M +$5.02M +160,241 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5.2M +$4.95M +158,107 New