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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
FXR
171 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, 63 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more capital invested
Capital invested by funds: $1.61B → $1.71B (+$97.5M)
2% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 63
4% less funds holding
Funds holding: 178 → 171 (-7)
6.57% less ownership
Funds ownership: 92.94% → 86.37% (-6.6%)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
14
Increased
64
Reduced
63
Closed
19
Calls
$482K
Puts
–
Net Calls
+$482K
Net Calls Change
+$482K
Top Buyers
| 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 |
LPL Financial
San Diego,
California
|
+$5.68M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$4.13M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$123M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.75M |
| 3 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$2.66M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.47M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.36M |
