First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
181 hedge funds and large institutions have $1.4B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 64 reducing their positions, and 5 closing their positions.
480% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
13% more funds holding
Funds holding: 160 → 181 (+21)
11% more capital invested
Capital invested by funds: $1.26B → $1.4B (+$136M)
0.08% more ownership
Funds ownership: 85.39% → 85.47% (+0.08%)
2% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.2M |
| 2 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$10.1M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$5.71M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.97M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.53M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$4.42M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.56M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.52M |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.42M |
FXR Hedge Fund Activity: Q1 2023 in Review
181 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2023, worth a combined $1.4B — up 11% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FXR positions and 5 closed out — a net gain of 24 holders — while 63 added to existing stakes and 64 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.2M. The largest seller was First Trust Advisors, cutting an estimated $8.53M.
- 181 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2023, up from 160 in Q4 2022.
- Funds reported $1.4B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2023, up 11% quarter-over-quarter.
- 29 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2023 and 5 closed out, a net change of +24 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2023 was LPL Financial, an estimated $12.2M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2023 was First Trust Advisors, an estimated $8.53M sold.
Based on aggregated 13F filings for Q1 2023.