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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
103 hedge funds and large institutions have $1.99B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
700% more call options, than puts
Call options by funds: $280K | Put options by funds: $35K
142% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 24
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
25% more capital invested
Capital invested by funds: $1.59B → $1.99B (+$400M)
4% more funds holding
Funds holding: 99 → 103 (+4)
23.69% less ownership
Funds ownership: 103.72% → 80.03% (-24%)
Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
2.75%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
14
Increased
58
Reduced
24
Closed
8
Calls
$280K
Puts
$35K
Net Calls
+$245K
Net Calls Change
-$79K
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$209M |
| 2 |
Morgan Stanley
New York
|
+$52.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$49.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.9M |
| 5 |
Goldman Sachs
New York
|
+$10.9M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
101
Aft Forsyth & Sober
Valrico,
Florida
| $7K | – | – | – |
|
102
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $5.33K | +$5.17K | +143 | New |
|
|
SB
103
Suntrust Banks
Atlanta,
Georgia
| – | -$3.24M | -90,418 | Closed |
|
|
PHS
104
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$3.2M | -89,359 | Closed |
|
105
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$1.83M | -51,093 | Closed |
|
|
PAG
106
Private Advisor Group
Morristown,
New Jersey
| – | -$773K | -21,587 | Closed |
|
|
BRWA
107
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$86 | -2,401 | Closed |
|
|
NCM
108
Nelson Capital Management
Menlo Park,
California
| – | -$15K | -425 | Closed |
|
|
CTC
109
Central Trust Company
Jefferson City,
Missouri
| – | -$11K | -294 | Closed |
|
|
GI
110
Gradient Investments
Arden Hills,
Minnesota
| – | -$4K | -118 | Closed |
|