First Trust Consumer Discretionary AlphaDEX Fund
FXD
138 hedge funds and large institutions have $1.33B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.
100% more call options, than puts
Call options by funds: $1.12M | Put options by funds: $562K
50% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 14
5% more funds holding
Funds holding: 132 → 138 (+6)
3% more capital invested
Capital invested by funds: $1.28B → $1.33B (+$42.2M)
0.89% more ownership
Funds ownership: 87.67% → 88.55% (+0.89%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$17.9M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$11.3M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.92M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$2.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10M |
| 2 |
Morgan Stanley
New York
|
-$8.08M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$7.85M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$3.68M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.15M |
FXD Hedge Fund Activity: Q3 2024 in Review
138 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q3 2024, worth a combined $1.33B — up 3.3% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FXD positions and 14 closed out — a net gain of 7 holders — while 33 added to existing stakes and 50 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $17.9M. The largest seller was Goldman Sachs, cutting an estimated $10M.
- 138 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q3 2024, up from 132 in Q2 2024.
- Funds reported $1.33B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q3 2024, up 3.3% quarter-over-quarter.
- 21 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q3 2024 and 14 closed out, a net change of +7 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $17.9M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q3 2024 was Goldman Sachs, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2024.