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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
109 hedge funds and large institutions have $242M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $208M → $242M (+$33.9M)
16% more funds holding
Funds holding: 94 → 109 (+15)
1.66% more ownership
Funds ownership: 61.9% → 63.56% (+1.7%)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
83% less call options, than puts
Call options by funds: $48K | Put options by funds: $277K
Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
32
Reduced
33
Closed
10
Calls
$48K
Puts
$277K
Net Calls
-$229K
Net Calls Change
+$190K
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.28M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$4.73M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.77M |
| 5 |
Morgan Stanley
New York
|
-$1.06M |
