First Trust Consumer Discretionary AlphaDEX Fund
FXD
112 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 12 closing their positions.
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0.4% less ownership
Funds ownership: 79.48% → 79.08% (-0.4%)
1% less funds holding
Funds holding: 113 → 112 (-1)
2% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 45
12% less capital invested
Capital invested by funds: $1.58B → $1.39B (-$184M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$9.31M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$6.81M |
| 3 |
Goldman Sachs
New York
|
+$4.37M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.86M |
| 5 |
Jane Street
New York
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$36.1M |
| 2 |
Morgan Stanley
New York
|
-$26.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17.8M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$14.6M |
| 5 |
LPL Financial
San Diego,
California
|
-$13.7M |
FXD Hedge Fund Activity: Q2 2016 in Review
112 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2016, worth a combined $1.39B — down 12% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FXD positions and 12 closed out — a net gain of 1 holder — while 44 added to existing stakes and 45 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $9.31M. The largest seller was First Trust Advisors, cutting an estimated $36.1M.
- 112 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2016, down from 113 in Q1 2016.
- Funds reported $1.39B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2016, down 12% quarter-over-quarter.
- 13 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2016 and 12 closed out, a net change of +1 holder.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2016 was United Capital Financial Advisors, an estimated $9.31M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2016 was First Trust Advisors, an estimated $36.1M sold.
Based on aggregated 13F filings for Q2 2016.