First Trust Consumer Discretionary AlphaDEX Fund
FXD
122 hedge funds and large institutions have $1.12B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 12 closing their positions.
224% more call options, than puts
Call options by funds: $5.31M | Put options by funds: $1.64M
117% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 12
23% more capital invested
Capital invested by funds: $918M → $1.12B (+$207M)
11% more funds holding
Funds holding: 110 → 122 (+12)
0.26% more ownership
Funds ownership: 84.24% → 84.5% (+0.26%)
0% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 37
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$10.3M |
| 2 |
Morgan Stanley
New York
|
+$8.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.35M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.11M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$16.1M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$6.09M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$5.87M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.99M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$2.42M |
FXD Hedge Fund Activity: Q4 2020 in Review
122 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2020, worth a combined $1.12B — up 23% from $918M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FXD positions and 12 closed out — a net gain of 14 holders — while 37 added to existing stakes and 37 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $16.1M.
- 122 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2020, up from 110 in Q3 2020.
- Funds reported $1.12B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2020, up 23% quarter-over-quarter.
- 26 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2020 and 12 closed out, a net change of +14 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2020 was Raymond James Financial Services Advisors, an estimated $10.3M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2020 was First Trust Advisors, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2020.