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First Trust Industrials/Producer Durables AlphaDEX Fund

73 hedge funds and large institutions have $93.2M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.15% less ownership

Funds ownership: 63.55%54.4% (-9.2%)

28% less funds holding

Funds holding: 10273 (-29)

61% less capital invested

Capital invested by funds: $239M → $93.2M (-$146M)

63% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 32

70% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 37

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
73
Holders Change
-29
Holders Change %
-28.43%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
12
Reduced
32
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.6M -$14M -345,715 -36%
Morgan Stanley
2
Morgan Stanley
New York
$16.4M -$11.8M -290,597 -35%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$16.4M
LPL Financial
4
LPL Financial
California
$7.96M -$1.56M -38,547 -13%
Bank of America
5
Bank of America
North Carolina
$6.43M -$1.6M -39,477 -16%
UBS Group
6
UBS Group
Switzerland
$4.02M -$13M -320,513 -71%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.61M -$570K -14,044 -14%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.02M +$2.7M +66,454 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.74M +$30K +739 +1%
PFS
10
Prospera Financial Services
Texas
$1.73M +$12.9K +319 +0.6%
RJA
11
Raymond James & Associates
Florida
$1.6M -$614K -15,134 -22%
BAM
12
Bellevue Asset Management
Washington
$1.18M -$75.6K -1,863 -5%
TRCT
13
Tower Research Capital (TRC)
New York
$1.1M +$479K +11,807 +48%
MM
14
Main Management
California
$912K
Stifel Financial
15
Stifel Financial
Missouri
$898K -$16.5K -407 -1%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$784K -$380K -9,366 -27%
Citadel Advisors
17
Citadel Advisors
Florida
$767K +$99.1K +2,443 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$694K +$56.3K +1,389 +6%
CWM
19
Cornerstone Wealth Management
Missouri
$672K +$25.4K +627 +3%
Truist Financial
20
Truist Financial
North Carolina
$472K -$2.38M -58,614 -79%
Osaic Holdings
21
Osaic Holdings
Arizona
$462K +$617K +15,212 New
SW
22
SkyOak Wealth
Michigan
$434K -$2.75M -67,774 -83%
SAM
23
SignalPoint Asset Management
Missouri
$423K -$730 -18 -0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$405K -$313K -7,704 -37%
UCFA
25
United Capital Financial Advisors
Texas
$360K -$411K -10,132 -46%