First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
77 hedge funds and large institutions have $134M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
13% more capital inflows, than outflows
Capital inflows: $22.6M | Capital outflows: $20M
7% more funds holding
Funds holding: 72 → 77 (+5)
0.6% more ownership
Funds ownership: 63.43% → 64.03% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.85M |
| 2 |
Morgan Stanley
New York
|
+$6.56M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.19M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.02M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$3.88M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.38M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.06M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$1.62M |
FXR Hedge Fund Activity: Q3 2020 in Review
77 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2020, worth a combined $134M — up 9.2% from $122M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FXR positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 24 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.85M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.02M.
- 77 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2020, up from 72 in Q2 2020.
- Funds reported $134M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2020, up 9.2% quarter-over-quarter.
- 12 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2020 and 7 closed out, a net change of +5 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2020 was Wells Fargo, an estimated $6.85M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $6.02M sold.
Based on aggregated 13F filings for Q3 2020.