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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
172 hedge funds and large institutions have $1.63B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
10% more funds holding
Funds holding: 156 → 172 (+16)
4% more capital invested
Capital invested by funds: $1.57B → $1.63B (+$62.9M)
4% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 56
0.94% more ownership
Funds ownership: 82.34% → 83.29% (+0.94%)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
89% less call options, than puts
Call options by funds: $4.12M | Put options by funds: $36M
Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
58
Reduced
56
Closed
12
Calls
$4.12M
Puts
$36M
Net Calls
-$31.9M
Net Calls Change
+$6.75M
Top Buyers
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.52M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$6.18M |
| 4 |
Jane Street
New York
|
+$5.7M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$5.63M |
Top Sellers
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$47.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.48M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$7.58M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.67M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.72M |
