First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
108 hedge funds and large institutions have $1.21B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 38 increasing their positions, 48 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% less capital invested
Capital invested by funds: $1.21B → $1.21B (-$4.84M)
2% less funds holding
Funds holding: 110 → 108 (-2)
2.42% less ownership
Funds ownership: 85.09% → 82.67% (-2.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$4.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.17M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.92M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$1.97M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$29M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$11.6M |
| 3 |
Morgan Stanley
New York
|
-$11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.13M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$5.51M |
FXR Hedge Fund Activity: Q3 2017 in Review
108 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2017, worth a combined $1.21B — down 0.4% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FXR positions and 5 closed out — a net gain of 1 holder — while 38 added to existing stakes and 48 trimmed.
The largest buyer was Navellier & Associates, adding an estimated $4.11M. The largest seller was First Trust Advisors, cutting an estimated $29M.
- 108 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2017, down from 110 in Q2 2017.
- Funds reported $1.21B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2017, down 0.4% quarter-over-quarter.
- 6 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2017 and 5 closed out, a net change of +1 holder.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2017 was Navellier & Associates, an estimated $4.11M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2017 was First Trust Advisors, an estimated $29M sold.
Based on aggregated 13F filings for Q3 2017.