First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
72 hedge funds and large institutions have $93.2M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 32 reducing their positions, and 37 closing their positions.
9.15% less ownership
Funds ownership: 63.55% → 54.4% (-9.2%)
29% less funds holding
Funds holding: 102 → 72 (-30)
63% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 32
73% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 37
96% less capital inflows, than outflows
Capital inflows: $4.52M | Capital outflows: $107M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.7M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$479K |
| 3 |
KPW
Kore Private Wealth
New York
|
+$271K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$99.1K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$81.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$14.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$14M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$12M |
| 5 |
Morgan Stanley
New York
|
-$11.8M |
FXR Hedge Fund Activity: Q1 2020 in Review
72 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2020, worth a combined $93.2M — down 61% from $239M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of FXR and 10 opened new positions — a net loss of 27 holders — while 32 trimmed existing stakes and 12 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.7M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $14.7M sold.
- 72 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2020, down from 102 in Q4 2019.
- Funds reported $93.2M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2020, down 61% quarter-over-quarter.
- 10 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2020 and 37 closed out, a net change of -27 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $2.7M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2020 was Fulcrum Equity Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q1 2020.