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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
156 hedge funds and large institutions have $1.57B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
136% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 33
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
5% more funds holding
Funds holding: 149 → 156 (+7)
2% more capital invested
Capital invested by funds: $1.53B → $1.57B (+$37.8M)
0.25% less ownership
Funds ownership: 82.59% → 82.34% (-0.25%)
94% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $41M
Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.73%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
19
Increased
78
Reduced
33
Closed
11
Calls
$2.35M
Puts
$41M
Net Calls
-$38.6M
Net Calls Change
-$6.24M
Top Buyers
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$48.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15.1M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$7.84M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.42M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.01M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.57M |
| 2 |
Goldman Sachs
New York
|
-$5.11M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.86M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.56M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.39M |
