First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
138 hedge funds and large institutions have $1.39B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 44 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
23% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 44
5% more funds holding
Funds holding: 132 → 138 (+6)
0.72% more ownership
Funds ownership: 82.59% → 83.32% (+0.72%)
1% less capital invested
Capital invested by funds: $1.4B → $1.39B (-$7.86M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$22.1M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$13.6M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$4.79M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.93M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.29M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$3.67M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$3.26M |
| 5 |
SWM
Segment Wealth Management
Houston,
Texas
|
-$1.64M |
FXR Hedge Fund Activity: Q1 2018 in Review
138 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2018, worth a combined $1.39B — down 0.56% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FXR positions and 15 closed out — a net gain of 8 holders — while 54 added to existing stakes and 44 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $8.38M.
- 138 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2018, up from 132 in Q4 2017.
- Funds reported $1.39B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2018, down 0.56% quarter-over-quarter.
- 23 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2018 and 15 closed out, a net change of +8 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2018 was First Trust Advisors, an estimated $22.1M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2018 was Morgan Stanley, an estimated $8.38M sold.
Based on aggregated 13F filings for Q1 2018.