First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
116 hedge funds and large institutions have $1.27B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 25 closing their positions.
0.83% more ownership
Funds ownership: 83.32% → 84.15% (+0.83%)
8% less capital invested
Capital invested by funds: $1.39B → $1.27B (-$117M)
12% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 49
16% less funds holding
Funds holding: 138 → 116 (-22)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
80% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.1M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.57M |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$2.54M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.95M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$906K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.5M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$21.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$11.4M |
| 4 |
Morgan Stanley
New York
|
-$10.2M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.24M |
FXR Hedge Fund Activity: Q2 2018 in Review
116 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2018, worth a combined $1.27B — down 8.4% from $1.39B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of FXR and 5 opened new positions — a net loss of 20 holders — while 49 trimmed existing stakes and 43 added.
The largest buyer was First Trust Advisors, adding an estimated $12.1M. The largest seller was Wells Fargo, cutting an estimated $31.5M.
- 116 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2018, down from 138 in Q1 2018.
- Funds reported $1.27B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2018, down 8.4% quarter-over-quarter.
- 5 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2018 and 25 closed out, a net change of -20 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2018 was First Trust Advisors, an estimated $12.1M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2018 was Wells Fargo, an estimated $31.5M sold.
Based on aggregated 13F filings for Q2 2018.