We are live on ! Find out more
FXR icon

First Trust Industrials/Producer Durables AlphaDEX Fund

145 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 66 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 42

0.53% less ownership

Funds ownership: 83.63%83.09% (-0.53%)

4% less capital invested

Capital invested by funds: $1.5B → $1.44B (-$60.7M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 148145 (-3)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
11
Increased
66
Reduced
42
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SkyOak Wealth
Michigan
$524K -$1.96K -33 -0.4%
PSF
77
Pacific Sun Financial
California
$523K +$543K +9,120 New
RFWA
78
RPg Family Wealth Advisory
Massachusetts
$473K
SI
79
Stephens Inc
Arkansas
$470K
SPIA
80
Steward Partners Investment Advisory
New York
$447K +$108K +1,809 +30%
LFAS
81
Level Four Advisory Services
Texas
$429K -$144K -2,417 -24%
PAG
82
Private Advisor Group
New Jersey
$425K -$6.25K -105 -1%
PFA
83
Pinnacle Family Advisors
Missouri
$423K +$11.1K +187 +3%
NFG
84
Next Financial Group
Texas
$412K +$418K +7,019 +3,966%
AWA
85
Arkadios Wealth Advisors
Georgia
$405K +$29.9K +502 +8%
JIP
86
Jaffetilchin Investment Partners
Florida
$404K -$8.81M -148,044 -95%
BAM
87
Bellevue Asset Management
Washington
$398K -$16K -269 -4%
SWP
88
Stratos Wealth Partners
Ohio
$381K -$908K -15,253 -70%
MWM
89
Meridian Wealth Management
Kentucky
$380K -$21.3K -358 -5%
UCFA
90
United Capital Financial Advisors
Texas
$358K -$65.6K -1,103 -15%
SMF
91
Sterling Manor Financial
New York
$352K -$2.58M -43,361 -88%
KA
92
Kovack Advisors
Florida
$317K +$5.95K +100 +2%
Goldman Sachs
93
Goldman Sachs
New York
$310K -$4.81M -80,837 -94%
HCIA
94
Hochman Cole Investment Advisors
Illinois
$303K
CA
95
Claro Advisors
Massachusetts
$302K -$7.68K -129 -2%
IA
96
IFG Advisory
Georgia
$299K +$80.9K +1,359 +35%
SWM
97
SeaCrest Wealth Management
New York
$274K +$179 +3 +0.1%
CA
98
Crumly & Associates
Illinois
$274K +$284K +4,774 New
LWM
99
Laidlaw Wealth Management
New York
$258K
PCH
100
PGIM Custom Harvest
New Jersey
$258K

FXR Hedge Fund Activity: Q3 2021 in Review

145 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2021, worth a combined $1.44B — down 4% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FXR and 11 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 66 added.

The largest buyer was Citadel Advisors, adding an estimated $7.93M. The largest seller was Empowered Funds, exiting entirely with an estimated $12.1M sold.

  • 145 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2021, down from 148 in Q2 2021.
  • Funds reported $1.44B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2021, down 4% quarter-over-quarter.
  • 11 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2021 and 12 closed out, a net change of -1 holder.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2021 was Citadel Advisors, an estimated $7.93M added.
  • The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2021 was Empowered Funds, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.