We are live on
!
Find out more
First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
113 hedge funds and large institutions have $148M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
154% more call options, than puts
Call options by funds: $2.52M | Put options by funds: $993K
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
3% less funds holding
Funds holding: 116 → 113 (-3)
6.54% less ownership
Funds ownership: 64.33% → 57.78% (-6.5%)
23% less capital invested
Capital invested by funds: $191M → $148M (-$43.6M)
45% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 42
Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
42
Closed
11
Calls
$2.52M
Puts
$993K
Net Calls
+$1.52M
Net Calls Change
+$942K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$5.28M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$1.42M |
| 3 |
Citigroup
New York
|
+$1.34M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$807K |
| 5 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$547K |
