We are live on
!
Find out more
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
117 hedge funds and large institutions have $1.27B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
1.37% more ownership
Funds ownership: 83.32% → 84.69% (+1.4%)
8% less capital invested
Capital invested by funds: $1.39B → $1.27B (-$118M)
10% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 49
15% less funds holding
Funds holding: 138 → 117 (-21)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
80% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 25
Holders
117
Holders Change
-21
Holders Change %
-15.22%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
5
Increased
44
Reduced
49
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.1M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$8.11M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.57M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.54M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.95M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.5M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$21.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.4M |
| 4 |
Morgan Stanley
New York
|
-$10.2M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.24M |
