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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
181 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 64 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
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
13% more funds holding
Funds holding: 160 → 181 (+21)
10% more capital invested
Capital invested by funds: $1.26B → $1.39B (+$123M)
0.05% less ownership
Funds ownership: 85.39% → 85.34% (-0.05%)
3% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 64
Holders
181
Holders Change
+21
Holders Change %
+13.13%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
30
Increased
62
Reduced
64
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.53M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$4.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.56M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.52M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFSG
176
Newbridge Financial Services Group
Boca Raton,
Florida
| $4.17K | +$4.15K | +75 | New |
|
|
TFGT
177
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $4K | – | – | – |
|
|
BLC
178
Brown, Lisle/Cummings
Providence,
Rhode Island
| $3.61K | – | – | – |
|
|
AP
179
Advisors Preferred
Rockville,
Maryland
| $3.61K | +$3.59K | +65 | New |
|
|
FGAM
180
Financial Gravity Asset Management
Lakeway,
Texas
| $645 | +$3.1K | +56 | New |
|
181
BlackRock
New York
| $49 | +$55 | +1 | New |
|
|
CI
182
CX Institutional
Auburn,
Indiana
| – | -$3.52M | -68,320 | Closed |
|
|
SG
183
StoneX Group
New York
| – | -$1.61M | -31,321 | Closed |
|
|
IWM
184
Iams Wealth Management
Omaha,
Nebraska
| – | -$486K | -9,429 | Closed |
|
|
TCOO
185
Trust Company of Oklahoma
Tulsa,
Oklahoma
| – | -$235K | -4,558 | Closed |
|
|
NWMG
186
National Wealth Management Group
Cincinnati,
Ohio
| – | -$202K | -3,917 | Closed |
|
|
CWP
187
Concord Wealth Partners
Abingdon,
Virginia
| – | -$1.39K | -27 | Closed |
|