First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
160 hedge funds and large institutions have $1.26B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $1.16B → $1.26B (+$99.4M)
7% more funds holding
Funds holding: 150 → 160 (+10)
0.53% more ownership
Funds ownership: 84.86% → 85.39% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.5M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.69M |
| 4 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$2.01M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$15.3M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$10.3M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.04M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.83M |
FXR Hedge Fund Activity: Q4 2022 in Review
160 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2022, worth a combined $1.26B — up 8.5% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FXR positions and 13 closed out — a net gain of 12 holders — while 51 added to existing stakes and 64 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $30.5M. The largest seller was Morgan Stanley, cutting an estimated $18.6M.
- 160 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2022, up from 150 in Q3 2022.
- Funds reported $1.26B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2022, up 8.5% quarter-over-quarter.
- 25 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2022 and 13 closed out, a net change of +12 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2022 was First Trust Advisors, an estimated $30.5M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2022 was Morgan Stanley, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2022.