First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
86 hedge funds and large institutions have $1.15B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 10 closing their positions.
1,185% more capital invested
Capital invested by funds: $89.4M → $1.15B (+$1.06B)
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
400% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 6
340% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 10
62% more funds holding
Funds holding: 53 → 86 (+33)
32.14% more ownership
Funds ownership: 51.01% → 83.14% (+32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$548M |
| 2 |
Morgan Stanley
New York
|
+$104M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$80.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$34M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$28.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$1.69M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$1.41M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$707K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$647K |
| 5 |
Jane Street
New York
|
-$508K |
FXR Hedge Fund Activity: Q4 2016 in Review
86 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2016, worth a combined $1.15B — up 1,185% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FXR positions and 10 closed out — a net gain of 34 holders — while 30 added to existing stakes and 6 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $548M. The largest seller was SignalPoint Asset Management, cutting an estimated $1.69M.
- 86 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2016, up from 53 in Q3 2016.
- Funds reported $1.15B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2016, up 1,185% quarter-over-quarter.
- 44 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2016 and 10 closed out, a net change of +34 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2016 was First Trust Advisors, an estimated $548M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2016 was SignalPoint Asset Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q4 2016.