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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
127 hedge funds and large institutions have $1.97B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
320% more call options, than puts
Call options by funds: $760K | Put options by funds: $181K
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
17% more funds holding
Funds holding: 109 → 127 (+18)
1.83% more ownership
Funds ownership: 79.67% → 81.5% (+1.8%)
4% more capital invested
Capital invested by funds: $1.89B → $1.97B (+$78.8M)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.33%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
23
Increased
52
Reduced
40
Closed
4
Calls
$760K
Puts
$181K
Net Calls
+$579K
Net Calls Change
+$8K
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$76.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.33M |
| 4 |
Morgan Stanley
New York
|
+$6.86M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.06M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$12.3M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$8.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.28M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $21 | +$21.8K | +621 | New |
|
|
VF
127
Virtu Financial
New York
| – | -$2.34M | -68,397 | Closed |
|
128
Jane Street
New York
| – | -$1.97M | -57,415 | Closed |
|
|
GWM
129
Gupta Wealth Management
San Diego,
California
| – | -$14K | -423 | Closed |
|
|
MA
130
MUFG Americas
New York
| – | -$11K | -320 | Closed |
|