First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
104 hedge funds and large institutions have $253M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 4 closing their positions.
725% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 4
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
89% more capital invested
Capital invested by funds: $134M → $253M (+$119M)
35% more funds holding
Funds holding: 77 → 104 (+27)
6.29% more ownership
Funds ownership: 64.03% → 70.31% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$20.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12M |
| 3 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$10.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.85M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$1.36M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$894K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$863K |
| 4 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
-$176K |
| 5 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$138K |
FXR Hedge Fund Activity: Q4 2020 in Review
104 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2020, worth a combined $253M — up 89% from $134M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FXR positions and 4 closed out — a net gain of 29 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $20.8M. The largest seller was Fulcrum Equity Management, cutting an estimated $1.36M.
- 104 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2020, up from 77 in Q3 2020.
- Funds reported $253M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2020, up 89% quarter-over-quarter.
- 33 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2020 and 4 closed out, a net change of +29 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2020 was Morgan Stanley, an estimated $20.8M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2020 was Fulcrum Equity Management, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2020.