We are live on
!
Find out more
First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
149 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
82% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 34
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
9% more funds holding
Funds holding: 137 → 149 (+12)
8% more capital invested
Capital invested by funds: $1.42B → $1.53B (+$114M)
3.17% less ownership
Funds ownership: 85.76% → 82.59% (-3.2%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
94% less call options, than puts
Call options by funds: $2.16M | Put options by funds: $34.6M
Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
32
Increased
62
Reduced
34
Closed
18
Calls
$2.16M
Puts
$34.6M
Net Calls
-$32.4M
Net Calls Change
-$32M
Top Buyers
Top Sellers
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$7.82M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$6.72M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$5.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.36M |
| 5 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
-$1.97M |
