First Trust Consumer Discretionary AlphaDEX Fund
FXD
99 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 21 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
183% more call options, than puts
Call options by funds: $501K | Put options by funds: $177K
138% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
44% more capital invested
Capital invested by funds: $1.07B → $1.53B (+$466M)
24.44% more ownership
Funds ownership: 79.28% → 103.72% (+24%)
14% more funds holding
Funds holding: 87 → 99 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$116M |
| 2 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$61.4M |
| 3 |
Morgan Stanley
New York
|
+$44.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$40.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$3.26M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.88M |
| 3 |
JP Morgan Chase
New York
|
-$2.57M |
| 4 |
NES
New England Securities
New York
|
-$1.53M |
| 5 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$1.47M |
FXD Hedge Fund Activity: Q4 2014 in Review
99 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2014, worth a combined $1.53B — up 44% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FXD positions and 7 closed out — a net gain of 14 holders — while 50 added to existing stakes and 21 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $116M. The largest seller was Beaumont Financial Advisors, cutting an estimated $3.26M.
- 99 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2014, up from 87 in Q3 2014.
- Funds reported $1.53B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2014, up 44% quarter-over-quarter.
- 21 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2014 and 7 closed out, a net change of +14 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2014 was First Trust Advisors, an estimated $116M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2014 was Beaumont Financial Advisors, an estimated $3.26M sold.
Based on aggregated 13F filings for Q4 2014.