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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
110 hedge funds and large institutions have $918M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
87% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 23
24% more capital invested
Capital invested by funds: $740M → $918M (+$178M)
16% more funds holding
Funds holding: 95 → 110 (+15)
2.87% less ownership
Funds ownership: 87.11% → 84.24% (-2.9%)
68% less call options, than puts
Call options by funds: $1.26M | Put options by funds: $3.93M
Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
2.22%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
43
Reduced
23
Closed
7
Calls
$1.26M
Puts
$3.93M
Net Calls
-$2.67M
Net Calls Change
-$24K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$21.4M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$16.7M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$13.6M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$13.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.5M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$26.7M |
| 2 |
Goldman Sachs
New York
|
-$12.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.31M |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$2.07M |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.07M |
