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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
146 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
10% more capital invested
Capital invested by funds: $1.23B → $1.35B (+$120M)
4.38% more ownership
Funds ownership: 89.93% → 94.31% (+4.4%)
4% more funds holding
Funds holding: 141 → 146 (+5)
45% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 62
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
54% less call options, than puts
Call options by funds: $2.98M | Put options by funds: $6.45M
Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.46M
Net Calls Change
+$22.8M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$70.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.98M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$4.92M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.33M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$79.2M |
| 2 |
Goldman Sachs
New York
|
-$6.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.56M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$5.54M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
151
HRT Financial
New York
| – | -$305K | -5,980 | Closed |
|
|
ACP
152
Aveo Capital Partners
Englewood,
Colorado
| – | -$269K | -5,268 | Closed |
|
|
KDA
153
Kraft Davis & Associates
St. Louis,
Missouri
| – | -$257K | -5,223 | Closed |
|
154
Renaissance Technologies
New York
| – | -$235K | -4,600 | Closed |
|
|
TSS
155
Two Sigma Securities
New York
| – | -$211K | -4,133 | Closed |
|
156
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$201K | -3,611 | Closed |
|
|
FFA
157
Farther Finance Advisors
San Francisco,
California
| – | -$45.7K | -895 | Closed |
|
158
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$25.3K | -500 | Closed |
|
|
TFGT
159
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$8K | -154 | Closed |
|
|
ANBT
160
American National Bank & Trust
Wichita Falls,
Texas
| – | -$6.99K | -137 | Closed |
|