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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
73 hedge funds and large institutions have $93.2M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
9.15% less ownership
Funds ownership: 63.55% → 54.4% (-9.2%)
28% less funds holding
Funds holding: 102 → 73 (-29)
61% less capital invested
Capital invested by funds: $239M → $93.2M (-$146M)
63% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 32
70% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 37
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
73
Holders Change
-29
Holders Change %
-28.43%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
12
Reduced
32
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$14.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$12M |
| 5 |
Morgan Stanley
New York
|
-$11.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCIA
101
Hochman Cole Investment Advisors
Deerfield,
Illinois
| – | -$239K | -5,285 | Closed |
|
|
IAA
102
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$238K | -5,281 | Closed |
|
|
SWM
103
SeaCrest Wealth Management
Purchase,
New York
| – | -$213K | -4,710 | Closed |
|
|
EP
104
Eudaimonia Partners
Winchester,
Tennessee
| – | -$37K | -812 | Closed |
|
|
CAAS
105
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$9K | -192 | Closed |
|
|
FHA
106
First Horizon Advisors
Memphis,
Tennessee
| – | -$7K | -154 | Closed |
|
107
JP Morgan Chase
New York
| – | -$5K | -100 | Closed |
|
|
CAN
108
Claraphi Advisory Network
Aliso Viejo,
United States
| – | +$365 | +9 | New |
|