First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
69 hedge funds and large institutions have $339M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 14 closing their positions.
18.48% more ownership
Funds ownership: 53.76% → 72.25% (+18%)
7% more capital invested
Capital invested by funds: $316M → $339M (+$23.1M)
4% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 24
4% less funds holding
Funds holding: 72 → 69 (-3)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.21M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.76M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7.44M |
| 4 |
Morgan Stanley
New York
|
+$5.61M |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.28M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.78M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.91M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.32M |
FXR Hedge Fund Activity: Q1 2015 in Review
69 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2015, worth a combined $339M — up 7.3% from $316M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXR and 12 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 25 added.
The largest buyer was Envestnet Asset Management, adding an estimated $8.21M. The largest seller was Goldman Sachs, cutting an estimated $8.28M.
- 69 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2015, down from 72 in Q4 2014.
- Funds reported $339M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2015, up 7.3% quarter-over-quarter.
- 12 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2015 and 14 closed out, a net change of -2 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2015 was Envestnet Asset Management, an estimated $8.21M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2015 was Goldman Sachs, an estimated $8.28M sold.
Based on aggregated 13F filings for Q1 2015.