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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
108 hedge funds and large institutions have $1.21B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% less capital invested
Capital invested by funds: $1.21B → $1.21B (-$3.66M)
2% less funds holding
Funds holding: 110 → 108 (-2)
2.42% less ownership
Funds ownership: 85.09% → 82.67% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 48
Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
6
Increased
38
Reduced
48
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$29M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.6M |
| 3 |
Morgan Stanley
New York
|
-$11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.13M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$5.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
101
Advisors Preferred
Rockville,
Maryland
| $9K | +$8.83K | +247 | New |
|
|
IWM
102
IHT Wealth Management
Chicago,
Illinois
| $8K | – | – | – |
|
|
WEC
103
Winslow Evans & Crocker
Boston,
Massachusetts
| $7.42K | -$16.1K | -450 | -69% |
|
|
FPFS
104
First Personal Financial Services
Charlotte,
North Carolina
| $6K | +$6K | +168 | New |
|
|
MA
105
MCF Advisors
Covington,
Kentucky
| $4K | – | – | – |
|
|
NFG
106
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
|
RFM
107
Royal Fund Management
Lady Lake,
Florida
| $1K | – | – | – |
|
|
SAM
108
Shamrock Asset Management
Dallas,
Texas
| – | -$5.51M | -154,265 | Closed |
|
109
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.71M | -76,719 | Closed |
|
|
CC
110
Cedar Capital
Barrington,
Illinois
| – | -$279K | -7,898 | Closed |
|
|
TSS
111
Two Sigma Securities
New York
| – | -$264K | -7,470 | Closed |
|
|
AIM
112
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$14K | -384 | Closed |
|