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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
99 hedge funds and large institutions have $1.59B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
183% more call options, than puts
Call options by funds: $501K | Put options by funds: $177K
138% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
43% more capital invested
Capital invested by funds: $1.11B → $1.59B (+$481M)
24.44% more ownership
Funds ownership: 79.28% → 103.72% (+24%)
14% more funds holding
Funds holding: 87 → 99 (+12)
Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
21
Increased
50
Reduced
21
Closed
7
Calls
$501K
Puts
$177K
Net Calls
+$324K
Net Calls Change
-$8K
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$116M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$61.4M |
| 3 |
Morgan Stanley
New York
|
+$44.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$40.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.4M |
Top Sellers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.26M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.88M |
| 3 |
JP Morgan Chase
New York
|
-$2.57M |
| 4 |
NES
New England Securities
New York
|
-$1.53M |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$337K | -10,405 | Closed |
|
|
VKH
102
Virtu KCG Holdings
New York
| – | -$268K | -8,271 | Closed |
|
|
SCA
103
Strategic Capital Alternatives
Gig Harbor,
United States
| – | -$13K | -386 | Closed |
|
|
NFG
104
Next Financial Group
Houston,
Texas
| – | -$11K | -342 | Closed |
|
|
FANJ
105
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$5K | -159 | Closed |
|
106
Parallax Volatility Advisers
San Francisco,
California
| – | +$34 | +1 | New |
|