We are live on
!
Find out more
First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
138 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
99% more call options, than puts
Call options by funds: $2.5M | Put options by funds: $1.26M
5% more capital invested
Capital invested by funds: $1.35B → $1.41B (+$63.9M)
5% less funds holding
Funds holding: 146 → 138 (-8)
6.57% less ownership
Funds ownership: 94.31% → 87.74% (-6.6%)
10% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 49
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Holders
138
Holders Change
-8
Holders Change %
-5.48%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
44
Reduced
49
Closed
15
Calls
$2.5M
Puts
$1.26M
Net Calls
+$1.24M
Net Calls Change
+$4.71M
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.8M |
| 3 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$6.64M |
| 4 |
Goldman Sachs
New York
|
+$4.58M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$4.18M |
