First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
40 hedge funds and large institutions have $221M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 6 closing their positions.
525% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 4
116% more capital invested
Capital invested by funds: $102M → $221M (+$119M)
25.19% more ownership
Funds ownership: 55.58% → 80.77% (+25%)
5% less funds holding
Funds holding: 42 → 40 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$54M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$26.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.22M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$5.49M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.33M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$540K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$517K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$417K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$353K |
FXR Hedge Fund Activity: Q3 2013 in Review
40 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2013, worth a combined $221M — up 116% from $102M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FXR and 5 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 25 added.
The largest buyer was Navellier & Associates, adding an estimated $54M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.33M sold.
- 40 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2013, down from 42 in Q2 2013.
- Funds reported $221M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2013, up 116% quarter-over-quarter.
- 5 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2013 and 6 closed out, a net change of -1 holder.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2013 was Navellier & Associates, an estimated $54M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2013 was Susquehanna International Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2013.