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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
73 hedge funds and large institutions have $580M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
980% more call options, than puts
Call options by funds: $324K | Put options by funds: $30K
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
3% less funds holding
Funds holding: 75 → 73 (-2)
5.85% less ownership
Funds ownership: 72.41% → 66.56% (-5.8%)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
28% less capital invested
Capital invested by funds: $805M → $580M (-$225M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
36
Reduced
21
Closed
13
Calls
$324K
Puts
$30K
Net Calls
+$294K
Net Calls Change
+$294K
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$19.2M |
| 2 |
Morgan Stanley
New York
|
+$8.33M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$7.91M |
| 4 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$2.09M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.92M |
