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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
105 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
12% more funds holding
Funds holding: 94 → 105 (+11)
5.41% less ownership
Funds ownership: 66.8% → 61.38% (-5.4%)
10% less capital invested
Capital invested by funds: $276M → $249M (-$27.4M)
26% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 38
34% less call options, than puts
Call options by funds: $265K | Put options by funds: $404K
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
38
Closed
7
Calls
$265K
Puts
$404K
Net Calls
-$139K
Net Calls Change
-$373K
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.95M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.78M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.34M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$6.05M |
| 5 |
Morgan Stanley
New York
|
-$5.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KJWM
101
Kiley Juergens Wealth Management
Olympia,
Washington
| $2K | – | – | – |
|
|
SIS
102
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | +$648 | +15 | New |
|
|
CF
103
Centaurus Financial
Anaheim,
California
| $286 | -$355K | -8,216 | -100% |
|
|
WP
104
WealthSource Partners
San Luis Obispo,
California
| – | -$1.58M | -37,171 | Closed |
|
105
Jane Street
New York
| – | -$447K | -10,541 | Closed |
|
106
SEI Investments
Oaks,
Pennsylvania
| – | -$34K | -801 | Closed |
|
107
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$22K | -525 | Closed |
|
108
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$11K | -270 | Closed |
|
|
SMFS
109
Squar Milner Financial Services
Irvine,
California
| – | -$11K | -267 | Closed |
|
|
NWM
110
Northwest Wealth Management
Spencer,
Iowa
| – | -$4K | -86 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | +$43 | +1 | New |
|