First Trust Consumer Discretionary AlphaDEX Fund
FXD
82 hedge funds and large institutions have $632M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
121% more call options, than puts
Call options by funds: $592K | Put options by funds: $268K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 24
12% more funds holding
Funds holding: 73 → 82 (+9)
10% more capital invested
Capital invested by funds: $574M → $632M (+$57.6M)
0.7% more ownership
Funds ownership: 66.56% → 67.27% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$40.1M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$6.63M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$2.67M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
+$1.84M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$7.45M |
| 2 |
Morgan Stanley
New York
|
-$4.89M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.68M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.89M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.67M |
FXD Hedge Fund Activity: Q2 2014 in Review
82 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2014, worth a combined $632M — up 10% from $574M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FXD positions and 3 closed out — a net gain of 10 holders — while 40 added to existing stakes and 24 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $40.1M. The largest seller was UBS, cutting an estimated $7.45M.
- 82 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2014, up from 73 in Q1 2014.
- Funds reported $632M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2014, up 10% quarter-over-quarter.
- 13 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2014 and 3 closed out, a net change of +10 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2014 was First Trust Advisors, an estimated $40.1M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2014 was UBS, an estimated $7.45M sold.
Based on aggregated 13F filings for Q2 2014.