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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
57 hedge funds and large institutions have $443M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more capital invested
Capital invested by funds: $244M → $443M (+$199M)
43% more funds holding
Funds holding: 40 → 57 (+17)
23.95% less ownership
Funds ownership: 80.77% → 56.82% (-24%)
Holders
57
Holders Change
+17
Holders Change %
+42.5%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$108M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$18.9M |
| 3 |
Morgan Stanley
New York
|
+$15.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$9.36M |
Top Sellers
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$63.5M |
| 2 |
JP Morgan Chase
New York
|
-$965K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$776K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$365K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Creative Planning
Overland Park,
Kansas
| $17K | – | – | – |
|
|
NES
52
New England Securities
New York
| $12K | – | – | – |
|
|
AC
53
Alexandria Capital
Arlington,
Virginia
| $11K | – | – | – |
|
54
US Bancorp
Minneapolis,
Minnesota
| $11K | +$10.4K | +390 | New |
|
|
FFC
55
First Financial Corp
Terre Haute,
Indiana
| $10K | – | – | – |
|
|
TIM
56
Tortoise Investment Management
White Plains,
New York
| $7K | – | – | – |
|
|
LTFS
57
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
CS
58
Credit Suisse
Zurich,
Switzerland
| – | -$365K | -14,582 | Closed |
|
|
RIA
59
Regal Investment Advisors
Kentwood,
Michigan
| – | -$222K | -8,871 | Closed |
|
|
SF
60
Synovus Financial
Columbus,
Georgia
| – | -$30K | -1,200 | Closed |
|