First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
150 hedge funds and large institutions have $1.16B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 63 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
1.15% more ownership
Funds ownership: 83.71% → 84.86% (+1.1%)
1% less capital invested
Capital invested by funds: $1.18B → $1.16B (-$12.9M)
5% less funds holding
Funds holding: 158 → 150 (-8)
16% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 63
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $37K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$38.8M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$27.9M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$7.4M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$3.51M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
| 2 |
Morgan Stanley
New York
|
-$8.78M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$4.98M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.63M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.4M |
FXR Hedge Fund Activity: Q3 2022 in Review
150 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2022, worth a combined $1.16B — down 1.1% from $1.18B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FXR and 9 opened new positions — a net loss of 6 holders — while 63 trimmed existing stakes and 53 added.
The largest buyer was Bank of America, adding an estimated $38.8M. The largest seller was Wells Fargo, cutting an estimated $12.6M.
- 150 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2022, down from 158 in Q2 2022.
- Funds reported $1.16B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2022, down 1.1% quarter-over-quarter.
- 9 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2022 and 15 closed out, a net change of -6 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2022 was Bank of America, an estimated $38.8M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2022 was Wells Fargo, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2022.