First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
179 hedge funds and large institutions have $1.49B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 79 reducing their positions, and 14 closing their positions.
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
3% more funds holding
Funds holding: 173 → 179 (+6)
4% more capital invested
Capital invested by funds: $1.44B → $1.49B (+$51.7M)
2.12% less ownership
Funds ownership: 87.97% → 85.86% (-2.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
44% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.17M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.54M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.22M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$80.1M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$5.7M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$4.94M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.83M |
| 5 |
Morgan Stanley
New York
|
-$4.73M |
FXR Hedge Fund Activity: Q4 2023 in Review
179 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2023, worth a combined $1.49B — up 3.6% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FXR positions and 14 closed out — a net gain of 6 holders — while 44 added to existing stakes and 79 trimmed.
The largest buyer was UBS Group, adding an estimated $6.17M. The largest seller was First Trust Advisors, cutting an estimated $80.1M.
- 179 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2023, up from 173 in Q3 2023.
- Funds reported $1.49B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2023, up 3.6% quarter-over-quarter.
- 20 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2023 and 14 closed out, a net change of +6 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2023 was UBS Group, an estimated $6.17M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2023 was First Trust Advisors, an estimated $80.1M sold.
Based on aggregated 13F filings for Q4 2023.