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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
97 hedge funds and large institutions have $181M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
63% more call options, than puts
Call options by funds: $799K | Put options by funds: $491K
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
4.28% less ownership
Funds ownership: 61.38% → 57.1% (-4.3%)
8% less funds holding
Funds holding: 105 → 97 (-8)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
27% less capital invested
Capital invested by funds: $249M → $181M (-$67.4M)
Holders
97
Holders Change
-8
Holders Change %
-7.62%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
29
Closed
27
Calls
$799K
Puts
$491K
Net Calls
+$308K
Net Calls Change
+$447K
Top Buyers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.92M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$4.44M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$1.91M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.45M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$15.7M |
| 2 |
Morgan Stanley
New York
|
-$10.7M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.85M |
| 4 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$5.03M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
-$3.46M |
