We are live on
!
Find out more
First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
104 hedge funds and large institutions have $381M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 56 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
9% less funds holding
Funds holding: 114 → 104 (-10)
16.83% less ownership
Funds ownership: 81.23% → 64.39% (-17%)
29% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 28
70% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 56
73% less capital invested
Capital invested by funds: $1.43B → $381M (-$1.05B)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Holders
104
Holders Change
-10
Holders Change %
-8.77%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
17
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$4.02M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.19M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.78M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.48M |
| 5 |
VF
Virtu Financial
New York
|
+$922K |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$627M |
| 2 |
Morgan Stanley
New York
|
-$131M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$69.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$24M |
