First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
174 hedge funds and large institutions have $1.71B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 74 reducing their positions, and 12 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $1.59B → $1.71B (+$123M)
2% more funds holding
Funds holding: 171 → 174 (+3)
0.23% less ownership
Funds ownership: 86.19% → 85.96% (-0.23%)
41% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$13.7M |
| 2 |
Goldman Sachs
New York
|
+$2.21M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.24M |
| 4 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
+$1.17M |
| 5 |
PCG
Prosperity Consulting Group
Owings Mills,
Maryland
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$13.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.38M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.92M |
| 5 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$3.67M |
FXR Hedge Fund Activity: Q3 2024 in Review
174 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q3 2024, worth a combined $1.71B — up 7.7% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FXR positions and 12 closed out — a net gain of 5 holders — while 44 added to existing stakes and 74 trimmed.
The largest buyer was Benjamin Edwards Inc, adding an estimated $13.7M. The largest seller was Morgan Stanley, cutting an estimated $13.3M.
- 174 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q3 2024, up from 171 in Q2 2024.
- Funds reported $1.71B of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q3 2024, up 7.7% quarter-over-quarter.
- 17 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q3 2024 and 12 closed out, a net change of +5 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $13.7M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q3 2024 was Morgan Stanley, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2024.