First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
172 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 64 reducing their positions, and 19 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $1.49B → $1.71B (+$222M)
0.62% more ownership
Funds ownership: 85.86% → 86.48% (+0.62%)
0% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 64
4% less funds holding
Funds holding: 179 → 172 (-7)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.5M |
| 2 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$6.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.72M |
| 4 |
Morgan Stanley
New York
|
+$5.71M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.75M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$2.66M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.47M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.36M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.36M |
FXR Hedge Fund Activity: Q1 2024 in Review
172 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q1 2024, worth a combined $1.71B — up 15% from $1.49B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of FXR and 14 opened new positions — a net loss of 5 holders — while 64 trimmed existing stakes and 64 added.
The largest buyer was First Trust Advisors, adding an estimated $14.5M. The largest seller was WCG Wealth Advisors, cutting an estimated $2.75M.
- 172 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q1 2024, down from 179 in Q4 2023.
- Funds reported $1.71B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q1 2024, up 15% quarter-over-quarter.
- 14 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q1 2024 and 19 closed out, a net change of -5 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q1 2024 was First Trust Advisors, an estimated $14.5M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q1 2024 was WCG Wealth Advisors, an estimated $2.75M sold.
Based on aggregated 13F filings for Q1 2024.