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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
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: 72 → 77 (+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: 1 → 1 (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
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.85M |
| 2 |
Morgan Stanley
New York
|
+$6.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
76
Westside Investment Management
Santa Monica,
California
| $10 | – | – | – |
|
77
Citadel Advisors
Miami,
Florida
| – | -$951K | -25,115 | Closed |
|
78
Jane Street
New York
| – | -$446K | -11,789 | Closed |
|
|
RIA
79
Regal Investment Advisors
Kentwood,
Michigan
| – | -$428K | -11,297 | Closed |
|
|
EH
80
Equitable Holdings
New York
| – | -$214K | -5,650 | Closed |
|
|
CAN
81
Cetera Advisor Networks
El Segundo,
California
| – | -$36K | -946 | Closed |
|
|
OPS
82
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$10K | -268 | Closed |
|