First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
132 hedge funds and large institutions have $1.4B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 6 closing their positions.
400% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 6
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
32% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 38
22% more funds holding
Funds holding: 108 → 132 (+24)
16% more capital invested
Capital invested by funds: $1.21B → $1.4B (+$192M)
0.08% less ownership
Funds ownership: 82.67% → 82.59% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$29.6M |
| 2 |
Morgan Stanley
New York
|
+$17.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.28M |
| 4 |
BA
BKS Advisors
Southfield,
Michigan
|
+$6.36M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$15.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.07M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.02M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.76M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.49M |
FXR Hedge Fund Activity: Q4 2017 in Review
132 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2017, worth a combined $1.4B — up 16% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new FXR positions and 6 closed out — a net gain of 24 holders — while 50 added to existing stakes and 38 trimmed.
The largest buyer was Wells Fargo, adding an estimated $29.6M. The largest seller was Navellier & Associates, cutting an estimated $15.8M.
- 132 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2017, up from 108 in Q3 2017.
- Funds reported $1.4B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2017, up 16% quarter-over-quarter.
- 30 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2017 and 6 closed out, a net change of +24 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2017 was Wells Fargo, an estimated $29.6M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2017 was Navellier & Associates, an estimated $15.8M sold.
Based on aggregated 13F filings for Q4 2017.