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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
106 hedge funds and large institutions have $1.2B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
23% more funds holding
Funds holding: 86 → 106 (+20)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 35
4% more capital invested
Capital invested by funds: $1.15B → $1.2B (+$47M)
1.57% less ownership
Funds ownership: 83.14% → 81.58% (-1.6%)
Holders
106
Holders Change
+20
Holders Change %
+23.26%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
26
Increased
39
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$22M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.3M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$14.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.42M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.52M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWM
101
IHT Wealth Management
Chicago,
Illinois
| $7K | – | – | – |
|
|
ASN
102
Advisory Services Network
Atlanta,
Georgia
| $5K | +$5.29K | +155 | New |
|
|
NFG
103
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
|
RFM
104
Royal Fund Management
Lady Lake,
Florida
| $1K | – | – | – |
|
|
AP
105
Advisors Preferred
Rockville,
Maryland
| $11 | -$17.4K | -509 | -62% |
|
|
MIAN
106
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$796K | -24,195 | Closed |
|
|
VFA
107
Voya Financial Advisors
Windsor,
Connecticut
| – | -$561K | -17,007 | Closed |
|
|
PAG
108
Pinnacle Advisory Group
Columbia,
Maryland
| – | -$325K | -9,870 | Closed |
|
|
FAAS
109
First Allied Advisory Services
San Diego,
California
| – | -$202K | -6,132 | Closed |
|
110
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$8K | -253 | Closed |
|