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First Trust Industrials/Producer Durables AlphaDEX Fund

104 hedge funds and large institutions have $253M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

89% more capital invested

Capital invested by funds: $134M → $253M (+$119M)

35% more funds holding

Funds holding: 77104 (+27)

6.29% more ownership

Funds ownership: 64.03%70.31% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+27
Holders Change %
+35.06%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
33
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.2M +$20.8M +449,727 +71%
Wells Fargo
2
Wells Fargo
California
$51.7M +$12M +259,074 +34%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$16.4M
Bank of America
4
Bank of America
North Carolina
$15.4M +$3.93M +84,887 +38%
LPL Financial
5
LPL Financial
California
$12.7M +$3.51M +75,956 +43%
PVH
6
Psagot Value Holdings
Israel
$11.8M +$10.9M +235,234 New
UBS Group
7
UBS Group
Switzerland
$11.7M +$5.11M +110,340 +90%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.31M +$6.85M +147,989 +840%
NA
9
Navellier & Associates
Nevada
$6.21M -$894K -19,331 -14%
FEM
10
Fulcrum Equity Management
Texas
$5.93M -$1.36M -29,331 -20%
PFS
11
Prospera Financial Services
Texas
$5.01M +$4.6M +99,340 +18,295%
KAS
12
Kestra Advisory Services
Texas
$4.83M +$732K +15,821 +20%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.55M +$391K +8,455 +14%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.48M +$908K +19,630 +40%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.23M +$288K +6,216 +11%
SMF
16
Sterling Manor Financial
New York
$2.63M +$2.42M +52,404 New
MIAN
17
Mariner Independent Advisor Network
Kansas
$2.33M +$2.15M +46,441 New
RJA
18
Raymond James & Associates
Florida
$2.31M -$122K -2,645 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.68M +$847K +18,303 +121%
SWP
20
Stratos Wealth Partners
Ohio
$1.68M +$1.55M +33,397 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.65M +$943K +20,378 +162%
MM
22
Main Management
California
$1.5M
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.33M +$1.22M +26,469 New
MIM
24
MTM Investment Management
South Carolina
$1.13M +$1.04M +22,485 New
CAS
25
Coppell Advisory Solutions
Texas
$1.12M +$1.03M +22,258 New