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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
146 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
10% more capital invested
Capital invested by funds: $1.23B → $1.35B (+$120M)
4.38% more ownership
Funds ownership: 89.93% → 94.31% (+4.4%)
4% more funds holding
Funds holding: 141 → 146 (+5)
45% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 62
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
54% less call options, than puts
Call options by funds: $2.98M | Put options by funds: $6.45M
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.46M
Net Calls Change
+$22.8M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$70.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.98M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$4.92M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.33M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$79.2M |
| 2 |
Goldman Sachs
New York
|
-$6.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.56M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$5.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.12M |
