First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
57 hedge funds and large institutions have $410M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more capital invested
Capital invested by funds: $221M → $410M (+$189M)
43% more funds holding
Funds holding: 40 → 57 (+17)
23.95% less ownership
Funds ownership: 80.77% → 56.82% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$108M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$18.9M |
| 3 |
Morgan Stanley
New York
|
+$15.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$63.5M |
| 2 |
JP Morgan Chase
New York
|
-$965K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$776K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$365K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$249K |
FXR Hedge Fund Activity: Q4 2013 in Review
57 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2013, worth a combined $410M — up 85% from $221M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FXR positions and 3 closed out — a net gain of 18 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was F-Squared Investment Management, adding an estimated $108M. The largest seller was Navellier & Associates, cutting an estimated $63.5M.
- 57 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2013, up from 40 in Q3 2013.
- Funds reported $410M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2013, up 85% quarter-over-quarter.
- 21 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2013 and 3 closed out, a net change of +18 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2013 was F-Squared Investment Management, an estimated $108M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2013 was Navellier & Associates, an estimated $63.5M sold.
Based on aggregated 13F filings for Q4 2013.