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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
82 hedge funds and large institutions have $640M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
121% more call options, than puts
Call options by funds: $592K | Put options by funds: $268K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 24
12% more funds holding
Funds holding: 73 → 82 (+9)
10% more capital invested
Capital invested by funds: $580M → $640M (+$59.7M)
0.7% more ownership
Funds ownership: 66.56% → 67.27% (+0.7%)
Holders
82
Holders Change
+9
Holders Change %
+12.33%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
13
Increased
40
Reduced
24
Closed
3
Calls
$592K
Puts
$268K
Net Calls
+$324K
Net Calls Change
+$30K
Top Buyers
Top Sellers
| 1 |
U
UBS
Zurich,
Switzerland
|
-$7.45M |
| 2 |
Morgan Stanley
New York
|
-$4.89M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.68M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.89M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17K | +$16.5K | +516 | New |
|
|
TIM
77
Tortoise Investment Management
White Plains,
New York
| $16K | – | – | – |
|
|
NFG
78
Next Financial Group
Houston,
Texas
| $16K | +$15.7K | +492 | New |
|
79
US Bancorp
Minneapolis,
Minnesota
| $12K | +$11.8K | +369 | New |
|
|
CFS
80
Community Financial System
Dewitt,
New York
| $8K | – | – | – |
|
|
AFS
81
Aft Forsyth & Sober
Valrico,
Florida
| $6K | – | – | – |
|
|
WEC
82
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.99K | -$31.9K | -1,000 | -87% |
|
|
AP
83
Advisors Preferred
Rockville,
Maryland
| – | -$1.67M | -52,253 | Closed |
|
|
CA
84
Cetera Advisors
Denver,
Colorado
| – | -$582K | -18,137 | Closed |
|
|
HR
85
Howe & Rusling
Rochester,
New York
| – | -$8K | -235 | Closed |
|