First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
53 hedge funds and large institutions have $89.4M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $89.8M → $89.4M (-$451K)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
2% less funds holding
Funds holding: 54 → 53 (-1)
4.58% less ownership
Funds ownership: 55.59% → 51.01% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.5M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$2.54M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$1.25M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.56M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$3.38M |
| 3 |
Morgan Stanley
New York
|
-$2.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.13M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.79M |
FXR Hedge Fund Activity: Q3 2016 in Review
53 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2016, worth a combined $89.4M — down 0.5% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FXR positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.5M. The largest seller was Credit Suisse, cutting an estimated $3.56M.
- 53 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2016, down from 54 in Q2 2016.
- Funds reported $89.4M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2016, down 0.5% quarter-over-quarter.
- 8 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2016 and 7 closed out, a net change of +1 holder.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2016 was Wells Fargo, an estimated $4.5M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2016 was Credit Suisse, an estimated $3.56M sold.
Based on aggregated 13F filings for Q3 2016.