First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
173 hedge funds and large institutions have $1.44B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
20% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 55
4% more funds holding
Funds holding: 167 → 173 (+6)
2.08% more ownership
Funds ownership: 85.89% → 87.97% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $1.46B → $1.44B (-$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$7.25M |
| 2 |
Morgan Stanley
New York
|
+$7.24M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.48M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.39M |
| 5 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.63M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$3.47M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.18M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.6M |
| 5 |
Goldman Sachs
New York
|
-$2.01M |
FXR Hedge Fund Activity: Q3 2023 in Review
173 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2023, worth a combined $1.44B — down 1.2% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXR positions and 13 closed out — a net gain of 6 holders — while 66 added to existing stakes and 55 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $7.25M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $5.63M.
- 173 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2023, up from 167 in Q2 2023.
- Funds reported $1.44B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2023, down 1.2% quarter-over-quarter.
- 19 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2023 and 13 closed out, a net change of +6 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2023 was First Trust Advisors, an estimated $7.25M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2023 was Raymond James Financial Services Advisors, an estimated $5.63M sold.
Based on aggregated 13F filings for Q3 2023.