First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
148 hedge funds and large institutions have $1.5B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 25 reducing their positions, and 13 closing their positions.
224% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 25
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
17% more capital invested
Capital invested by funds: $1.29B → $1.5B (+$216M)
6% more funds holding
Funds holding: 139 → 148 (+9)
1.86% less ownership
Funds ownership: 85.49% → 83.63% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$24.1M |
| 2 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
+$19.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$16.5M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$12.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$13.3M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$621K |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$538K |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$538K |
| 5 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$489K |
FXR Hedge Fund Activity: Q2 2021 in Review
148 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q2 2021, worth a combined $1.5B — up 17% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FXR positions and 13 closed out — a net gain of 10 holders — while 81 added to existing stakes and 25 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $24.1M. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $13.3M sold.
- 148 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q2 2021, up from 139 in Q1 2021.
- Funds reported $1.5B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q2 2021, up 17% quarter-over-quarter.
- 23 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q2 2021 and 13 closed out, a net change of +10 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $24.1M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q2 2021 was Psagot Value Holdings, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2021.