First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
106 hedge funds and large institutions have $1.2B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
23% more funds holding
Funds holding: 86 → 106 (+20)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 35
4% more capital invested
Capital invested by funds: $1.15B → $1.2B (+$47M)
1.57% less ownership
Funds ownership: 83.14% → 81.58% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.3M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$14.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.42M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$36.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.2M |
| 3 |
Goldman Sachs
New York
|
-$6.83M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$6.04M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$5.4M |
FXR Hedge Fund Activity: Q1 2017 in Review
106 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2017, worth a combined $1.2B — up 4.1% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FXR positions and 5 closed out — a net gain of 21 holders — while 39 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22M. The largest seller was First Trust Advisors, cutting an estimated $36.2M.
- 106 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2017, up from 86 in Q4 2016.
- Funds reported $1.2B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2017, up 4.1% quarter-over-quarter.
- 26 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2017 and 5 closed out, a net change of +21 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2017 was Morgan Stanley, an estimated $22M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2017 was First Trust Advisors, an estimated $36.2M sold.
Based on aggregated 13F filings for Q1 2017.