First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
139 hedge funds and large institutions have $1.29B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 57 increasing their positions, 15 reducing their positions, and 5 closing their positions.
780% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 5
410% more capital invested
Capital invested by funds: $253M → $1.29B (+$1.04B)
280% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more funds holding
Funds holding: 104 → 139 (+35)
15.17% more ownership
Funds ownership: 70.31% → 85.49% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$562M |
| 2 |
Morgan Stanley
New York
|
+$76.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$63.1M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$20.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$6.21M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$5.93M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.33M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.03M |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$457K |
FXR Hedge Fund Activity: Q1 2021 in Review
139 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2021, worth a combined $1.29B — up 410% from $253M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FXR positions and 5 closed out — a net gain of 39 holders — while 57 added to existing stakes and 15 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $562M. The largest seller was Navellier & Associates, exiting entirely with an estimated $6.21M sold.
- 139 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2021, up from 104 in Q4 2020.
- Funds reported $1.29B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2021, up 410% quarter-over-quarter.
- 44 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2021 and 5 closed out, a net change of +39 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2021 was First Trust Advisors, an estimated $562M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2021 was Navellier & Associates, an estimated $6.21M sold.
Based on aggregated 13F filings for Q1 2021.