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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
141 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.15% more ownership
Funds ownership: 88.78% → 89.93% (+1.1%)
2% less capital invested
Capital invested by funds: $1.25B → $1.23B (-$26.1M)
2% less funds holding
Funds holding: 144 → 141 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
96% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $27.3M
Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
55
Reduced
38
Closed
14
Calls
$1.02M
Puts
$27.3M
Net Calls
-$26.2M
Net Calls Change
+$8.56M
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.28M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$4.46M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$3.9M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.87M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.39M |
