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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
114 hedge funds and large institutions have $1.43B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 59 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
2.14% more ownership
Funds ownership: 79.08% → 81.23% (+2.1%)
2% more funds holding
Funds holding: 112 → 114 (+2)
3% more capital invested
Capital invested by funds: $1.39B → $1.43B (+$41.2M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
42% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 59
Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
34
Reduced
59
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$11.7M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$11.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$5.99M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.13M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$4.28M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$24.9M |
| 2 |
Goldman Sachs
New York
|
-$13.6M |
| 3 |
Morgan Stanley
New York
|
-$8.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.67M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.25M |
