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First Trust Industrials/Producer Durables AlphaDEX Fund

77 hedge funds and large institutions have $134M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $122M → $134M (+$11.3M)

7% more funds holding

Funds holding: 7277 (+5)

0.6% more ownership

Funds ownership: 63.43%64.03% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$31.6M +$6.85M +169,556 +28%
Morgan Stanley
2
Morgan Stanley
New York
$25.8M +$6.56M +162,305 +35%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$16.4M
Bank of America
4
Bank of America
North Carolina
$9.11M +$1.13M +27,857 +14%
LPL Financial
5
LPL Financial
California
$7.29M -$2.38M -58,940 -25%
FEM
6
Fulcrum Equity Management
Texas
$6.04M -$2.06M -50,980 -26%
NA
7
Navellier & Associates
Nevada
$5.86M -$1.62M -40,223 -22%
UBS Group
8
UBS Group
Switzerland
$5M +$1.32M +32,593 +36%
KAS
9
Kestra Advisory Services
Texas
$3.36M +$3.26M +80,814 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.55M +$157K +3,877 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.38M -$6.02M -149,001 -72%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.03M +$1.19M +29,354 +145%
RJA
13
Raymond James & Associates
Florida
$1.99M -$266K -6,592 -12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.24M +$637K +15,772 +109%
MM
15
Main Management
California
$1.23M
Baird Financial Group
16
Baird Financial Group
Wisconsin
$906K -$8.2K -203 -0.9%
BAM
17
Bellevue Asset Management
Washington
$756K -$215K -5,311 -22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$721K +$18.3K +452 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$618K +$19K +471 +3%
Truist Financial
20
Truist Financial
North Carolina
$616K +$128K +3,178 +27%
SAM
21
SignalPoint Asset Management
Missouri
$545K -$4.04K -100 -0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$516K -$29K -719 -5%
SW
23
SkyOak Wealth
Michigan
$507K -$53.2K -1,316 -10%
LFAS
24
Level Four Advisory Services
Texas
$435K -$28.5K -705 -6%
PSF
25
Pacific Sun Financial
California
$372K