First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
54 hedge funds and large institutions have $89.8M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 12 closing their positions.
18% more capital invested
Capital invested by funds: $76.3M → $89.8M (+$13.5M)
10.44% more ownership
Funds ownership: 45.15% → 55.59% (+10%)
2% more funds holding
Funds holding: 53 → 54 (+1)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$7.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$5.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.03M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.85M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.76M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.35M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$813K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$764K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$759K |
FXR Hedge Fund Activity: Q2 2016 in Review
54 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2016, worth a combined $89.8M — up 18% from $76.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FXR positions and 12 closed out — a net gain of 1 holder — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Astor Investment Management, opening a new position worth an estimated $7.19M. The largest seller was LPL Financial, cutting an estimated $3.76M.
- 54 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2016, up from 53 in Q1 2016.
- Funds reported $89.8M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2016, up 18% quarter-over-quarter.
- 13 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2016 and 12 closed out, a net change of +1 holder.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2016 was Astor Investment Management, an estimated $7.19M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2016 was LPL Financial, an estimated $3.76M sold.
Based on aggregated 13F filings for Q2 2016.