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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
102 hedge funds and large institutions have $239M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
27% more capital invested
Capital invested by funds: $188M → $239M (+$51.2M)
17% more funds holding
Funds holding: 87 → 102 (+15)
5.19% more ownership
Funds ownership: 58.37% → 63.55% (+5.2%)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
Holders
102
Holders Change
+15
Holders Change %
+17.24%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
22
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$14.2M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$11.6M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.92M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.11M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$2.91M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.13M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.15M | -51,486 | Closed |
|
102
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$84K | -2,006 | Closed |
|
|
PW
103
Price Wealth
Austin,
Texas
| – | -$40K | -961 | Closed |
|
104
US Bancorp
Minneapolis,
Minnesota
| – | -$22K | -525 | Closed |
|
|
IA
105
IFP Advisors
Tampa,
Florida
| – | -$10.6K | -244 | Closed |
|
106
William Blair & Company
Chicago,
Illinois
| – | -$8K | -200 | Closed |
|
|
FGAM
107
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$4K | -87 | Closed |
|
|
CAN
108
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$1K | -31 | Closed |
|