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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
132 hedge funds and large institutions have $1.4B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 6
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
32% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 38
22% more funds holding
Funds holding: 108 → 132 (+24)
16% more capital invested
Capital invested by funds: $1.21B → $1.4B (+$192M)
0.08% less ownership
Funds ownership: 82.67% → 82.59% (-0.08%)
Holders
132
Holders Change
+24
Holders Change %
+22.22%
% of All Funds
2.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
30
Increased
50
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.6M |
| 2 |
Morgan Stanley
New York
|
+$17.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.28M |
| 4 |
BA
BKS Advisors
Southfield,
Michigan
|
+$6.36M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.31M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPFS
126
First Personal Financial Services
Charlotte,
North Carolina
| $7K | – | – | – |
|
|
ACM
127
Aviance Capital Management
Sarasota,
Florida
| $6K | -$10.2K | -265 | -63% |
|
|
MA
128
MCF Advisors
Covington,
Kentucky
| $5K | – | – | – |
|
|
CA
129
Calton & Associates
Tampa,
Florida
| $4K | +$3.79K | +98 | New |
|
|
HT
130
Heritage Trust
Oklahoma City,
Oklahoma
| $3K | +$3.02K | +78 | New |
|
|
HCC
131
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $1K | +$1.31K | +34 | New |
|
132
Jane Street
New York
| – | -$1.14M | -30,624 | Closed |
|
133
Ameriprise
Minneapolis,
Minnesota
| – | -$684K | -18,436 | Closed |
|
134
Creative Planning
Overland Park,
Kansas
| – | -$456K | -12,282 | Closed |
|
|
CI
135
Cavalier Investments
Alpharetta,
Georgia
| – | -$322K | -8,678 | Closed |
|
|
IWM
136
IHT Wealth Management
Chicago,
Illinois
| – | -$8K | -210 | Closed |
|
|
NFG
137
Next Financial Group
Houston,
Texas
| – | -$4K | -100 | Closed |
|