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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
75 hedge funds and large institutions have $805M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
140% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 15
25% more capital invested
Capital invested by funds: $643M → $805M (+$162M)
15% more funds holding
Funds holding: 65 → 75 (+10)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.51% less ownership
Funds ownership: 72.92% → 72.41% (-0.51%)
Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
36
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$108M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$12.8M |
| 3 |
Morgan Stanley
New York
|
+$10.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.56M |
Top Sellers
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$61.7M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$17.9M |
| 3 |
SG Americas Securities
New York
|
-$6.43M |
| 4 |
Citigroup
New York
|
-$3.01M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.1M |
