First Trust Consumer Discretionary AlphaDEX Fund
FXD
115 hedge funds and large institutions have $182M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
5% more funds holding
Funds holding: 110 → 115 (+5)
4.34% less ownership
Funds ownership: 62.32% → 57.98% (-4.3%)
11% less capital invested
Capital invested by funds: $205M → $182M (-$22.8M)
72% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 54
95% less call options, than puts
Call options by funds: $3.83M | Put options by funds: $81.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.38M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$746K |
| 3 |
IP
Ignite Planners
San Clemente,
California
|
+$463K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$379K |
| 5 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10M |
| 2 |
Morgan Stanley
New York
|
-$6.89M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.78M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.28M |
FXD Hedge Fund Activity: Q4 2022 in Review
115 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2022, worth a combined $182M — down 11% from $205M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXD positions and 12 closed out — a net gain of 7 holders — while 15 added to existing stakes and 54 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.38M. The largest seller was Wells Fargo, cutting an estimated $10M.
- 115 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2022, up from 110 in Q3 2022.
- Funds reported $182M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2022, down 11% quarter-over-quarter.
- 19 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2022 and 12 closed out, a net change of +7 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2022 was Royal Bank of Canada, an estimated $1.38M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2022 was Wells Fargo, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2022.