First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
73 hedge funds and large institutions have $580M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
36
Reduced
21
Closed
13
Calls
$324K
Puts
$30K
Net Calls
+$294K
Net Calls Change
+$294K
Top Buyers
| 1 |
1
First Trust Advisors
Wheaton,
Illinois
|
$19.4M |
| 2 |
2
Morgan Stanley
New York
|
$167M |
| 3 |
U
3
UBS
Zurich,
Switzerland
|
$56.5M |
| 4 |
IAS
4
IMA Advisory Services
Denver,
Colorado
|
$2.11M |
| 5 |
NC
5
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.01M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BFA
76
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$13.4M | -414,330 | Closed |
|
|
FA
77
FDx Advisors
Chicago,
Illinois
| – | -$3.47M | -113,823 | Closed |
|
|
FHA
78
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.28M | -42,852 | Closed |
|
|
PAG
79
Private Advisor Group
Morristown,
New Jersey
| – | -$996K | -30,868 | Closed |
|
|
SAM
80
Shamrock Asset Management
Dallas,
Texas
| – | -$307K | -9,532 | Closed |
|
81
Northern Trust
Chicago,
Illinois
| – | -$245K | -7,597 | Closed |
|
|
S
82
SignatureFD
Atlanta,
Georgia
| – | -$67K | -2,077 | Closed |
|
|
CGT
83
Capital Guardian Trust
Los Angeles,
California
| – | -$43K | -1,342 | Closed |
|
|
ASN
84
Advisory Services Network
Atlanta,
Georgia
| – | -$27K | -825 | Closed |
|
85
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$18K | -553 | Closed |
|
86
US Bancorp
Minneapolis,
Minnesota
| – | -$11K | -333 | Closed |
|