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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
138 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
23% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 44
5% more funds holding
Funds holding: 132 → 138 (+6)
0.72% more ownership
Funds ownership: 82.59% → 83.32% (+0.72%)
1% less capital invested
Capital invested by funds: $1.4B → $1.39B (-$7.86M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Holders
138
Holders Change
+6
Holders Change %
+4.55%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
23
Increased
54
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$22.1M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$13.6M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$4.79M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$8.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.29M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$3.67M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$3.26M |
| 5 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$1.64M |
