First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
94 hedge funds and large institutions have $244M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 39 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
2.51% more ownership
Funds ownership: 64.12% → 66.63% (+2.5%)
1% more capital invested
Capital invested by funds: $242M → $244M (+$2.06M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 95 → 94 (-1)
51% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.88M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$3.51M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.46M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.25M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$7.66M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$7.46M |
| 3 |
Morgan Stanley
New York
|
-$4.71M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$3.28M |
| 5 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$2.98M |
FXR Hedge Fund Activity: Q2 2019 in Review
94 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2019, worth a combined $244M — up 0.85% from $242M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FXR positions and 14 closed out — a net gain of 2 holders — while 19 added to existing stakes and 39 trimmed.
The largest buyer was UBS Group, adding an estimated $3.88M. The largest seller was Navellier & Associates, cutting an estimated $7.66M.
- 94 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2019, down from 95 in Q1 2019.
- Funds reported $244M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2019, up 0.85% quarter-over-quarter.
- 16 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2019 and 14 closed out, a net change of +2 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2019 was UBS Group, an estimated $3.88M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2019 was Navellier & Associates, an estimated $7.66M sold.
Based on aggregated 13F filings for Q2 2019.