First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
57 hedge funds and large institutions have $308M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
17.54% less ownership
Funds ownership: 56.82% → 39.28% (-18%)
25% less capital invested
Capital invested by funds: $410M → $308M (-$102M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15M |
| 2 |
Goldman Sachs
New York
|
+$10.3M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$9.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.71M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$6.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
-$147M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$24.4M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
-$6.45M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$3.71M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$3.38M |
FXR Hedge Fund Activity: Q1 2014 in Review
57 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2014, worth a combined $308M — down 25% from $410M a quarter earlier.
Fund positioning in FXR was balanced in Q1 2014: 9 funds opened new positions, 9 closed out, 30 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15M. The largest seller was F-Squared Investment Management, exiting entirely with an estimated $147M sold.
- 57 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $308M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2014, down 25% quarter-over-quarter.
- 9 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2014 and 9 closed out, a net change of 0 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2014 was Morgan Stanley, an estimated $15M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2014 was F-Squared Investment Management, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2014.