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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
94 hedge funds and large institutions have $276M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,340% more call options, than puts
Call options by funds: $244K | Put options by funds: $10K
2.75% more ownership
Funds ownership: 64.05% → 66.8% (+2.7%)
10% less funds holding
Funds holding: 105 → 94 (-11)
14% less capital invested
Capital invested by funds: $320M → $276M (-$44.3M)
28% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 36
59% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
26
Reduced
36
Closed
17
Calls
$244K
Puts
$10K
Net Calls
+$234K
Net Calls Change
+$225K
Top Buyers
Top Sellers
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$20.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$20.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.73M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.6M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIAN
101
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$507K | -12,376 | Closed |
|
102
Goldman Sachs
New York
| – | -$419K | -10,207 | Closed |
|
103
Renaissance Technologies
New York
| – | -$336K | -8,200 | Closed |
|
104
Brown Advisory
Baltimore,
Maryland
| – | -$286K | -6,979 | Closed |
|
|
CC
105
Cedar Capital
Barrington,
Illinois
| – | -$215K | -5,245 | Closed |
|
|
ACM
106
Aviance Capital Management
Sarasota,
Florida
| – | -$119K | -2,895 | Closed |
|
|
WDL
107
Well Done LLC
Holland,
Michigan
| – | -$70K | -1,704 | Closed |
|
|
RFWA
108
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$47.6K | -1,160 | Closed |
|
|
SAM
109
Shamrock Asset Management
Dallas,
Texas
| – | -$16K | -392 | Closed |
|
110
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$12K | -303 | Closed |
|
|
RFC
111
Regions Financial Corp
Birmingham,
Alabama
| – | -$7K | -171 | Closed |
|