First Trust Consumer Discretionary AlphaDEX Fund
FXD
127 hedge funds and large institutions have $1.97B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 4 closing their positions.
475% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 4
320% more call options, than puts
Call options by funds: $760K | Put options by funds: $181K
30% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 40
17% more funds holding
Funds holding: 109 → 127 (+18)
1.78% more ownership
Funds ownership: 79.67% → 81.46% (+1.8%)
4% more capital invested
Capital invested by funds: $1.89B → $1.97B (+$77.7M)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$76.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.33M |
| 4 |
Morgan Stanley
New York
|
+$6.86M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.3M |
| 2 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$8.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.28M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$5.05M |
FXD Hedge Fund Activity: Q4 2015 in Review
127 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2015, worth a combined $1.97B — up 4.1% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FXD positions and 4 closed out — a net gain of 19 holders — while 52 added to existing stakes and 40 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $76.1M. The largest seller was Goldman Sachs, cutting an estimated $12.3M.
- 127 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2015, up from 109 in Q3 2015.
- Funds reported $1.97B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2015, up 4.1% quarter-over-quarter.
- 23 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2015 and 4 closed out, a net change of +19 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2015 was First Trust Advisors, an estimated $76.1M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2015 was Goldman Sachs, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2015.