First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
73 hedge funds and large institutions have $580M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
28% less capital invested
Capital invested by funds: $805M → $580M (-$225M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
73
Holding in Top 10
1
Calls
$324K
Puts
$30K
Top Buyers
| 1 | +$19.4M | |
| 2 | +$8.42M | |
| 3 | +$7.99M | |
| 4 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$2.11M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.94M |
Top Sellers
| 1 | -$143M | |
| 2 | -$56.4M | |
| 3 | -$23.7M | |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$13.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.98M |