First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
115 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 19 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more capital invested
Capital invested by funds: $1.27B → $1.44B (+$168M)
0.86% more ownership
Funds ownership: 84.15% → 85% (+0.86%)
0% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 19
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
1% less funds holding
Funds holding: 116 → 115 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.5M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$23.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$14M |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$7.5M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$13.5M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.25M |
| 3 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$4.58M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.17M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.82M |
FXR Hedge Fund Activity: Q3 2018 in Review
115 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2018, worth a combined $1.44B — up 13% from $1.27B a quarter earlier.
Fund positioning in FXR was balanced in Q3 2018: 19 funds opened new positions, 19 closed out, 38 added to existing stakes and 38 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $47.5M. The largest seller was MML Investors Services, cutting an estimated $13.5M.
- 115 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2018, down from 116 in Q2 2018.
- Funds reported $1.44B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2018, up 13% quarter-over-quarter.
- 19 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2018 and 19 closed out, a net change of 0 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2018 was First Trust Advisors, an estimated $47.5M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2018 was MML Investors Services, an estimated $13.5M sold.
Based on aggregated 13F filings for Q3 2018.