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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
65 hedge funds and large institutions have $643M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 11 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
264% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 11
57% more capital invested
Capital invested by funds: $411M → $643M (+$232M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7.38% more ownership
Funds ownership: 65.54% → 72.92% (+7.4%)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
2% less funds holding
Funds holding: 66 → 65 (-1)
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
9
Increased
40
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$53.8M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$26.8M |
| 3 |
Morgan Stanley
New York
|
+$23.8M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$17.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$10.6M |
