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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

42 hedge funds and large institutions have $101M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2013 Q2 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

55.58% more ownership

Funds ownership: 0% → 55.58% (+56%)

Holders
42
Holders Change
+42
Holders Change %
–
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.9M +$18.7M +836,883 New
Wells Fargo
2
Wells Fargo
California
$15.6M +$15.4M +689,776 New
PPA
3
Parametric Portfolio Associates
Washington
$12M +$11.8M +529,402 New
U
4
UBS
Switzerland
$6.23M +$6.16M +275,636 New
BFA
5
Beaumont Financial Advisors
Massachusetts
$6.02M +$5.96M +266,550 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.83M +$5.77M +258,128 New
Bank of America
7
Bank of America
North Carolina
$4.86M +$4.81M +215,021 New
NA
8
Navellier & Associates
Nevada
$3.55M +$3.52M +157,342 New
LPL Financial
9
LPL Financial
California
$3.38M +$3.35M +149,685 New
SNC
10
Stifel Nicolaus & Co
Missouri
$3.32M +$3.28M +146,856 New
PI
11
Placemark Investments
Illinois
$3.23M +$3.2M +142,871 New
Goldman Sachs
12
Goldman Sachs
New York
$2.26M +$2.24M +100,000 New
FA
13
FDx Advisors
Illinois
$1.97M +$1.95M +87,351 New
SAM
14
SignalPoint Asset Management
Missouri
$1.96M +$1.94M +86,739 New
RJA
15
Raymond James & Associates
Florida
$1.52M +$1.51M +67,329 New
KCG
16
Knight Capital Group
$1.34M +$1.33M +59,268 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.33M +$1.31M +58,697 New
JCM
18
Janney Capital Management
Pennsylvania
$1.21M +$1.2M +53,750 New
JP Morgan Chase
19
JP Morgan Chase
New York
$1.1M +$1.09M +48,876 New
PFS
20
Prospera Financial Services
Texas
$956K +$935K +41,803 New
MM
21
Main Management
California
$678K +$671K +30,000 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$540K +$535K +23,900 New
BIT
23
BlackRock Institutional Trust
California
$517K +$512K +22,900 New
VFS
24
VSR Financial Services
Kansas
$471K +$466K +20,835 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$407K +$403K +18,001 New
1
2

FXR Hedge Fund Activity: Q2 2013 in Review

42 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2013, worth a combined $101M.

Buyers outnumbered sellers: 42 funds opened new FXR positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

  • 42 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $101M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2013.
  • 42 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2013 and 0 closed out, a net change of +42 holders.

Based on aggregated 13F filings for Q2 2013.