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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
69 hedge funds and large institutions have $393M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more capital invested
Capital invested by funds: $320M → $393M (+$73.1M)
18.48% more ownership
Funds ownership: 53.76% → 72.25% (+18%)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
4% less funds holding
Funds holding: 72 → 69 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
25
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.21M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.44M |
| 4 |
Morgan Stanley
New York
|
+$5.61M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$5.39M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$8.28M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.78M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.91M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.32M |
