First Trust Consumer Discretionary AlphaDEX Fund
FXD
98 hedge funds and large institutions have $239M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% less funds holding
Funds holding: 99 → 98 (-1)
1.49% less ownership
Funds ownership: 61.34% → 59.85% (-1.5%)
12% less capital invested
Capital invested by funds: $271M → $239M (-$31.8M)
69% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.52M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.9M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.66M |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$815K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$7.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.35M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.35M |
| 5 |
Morgan Stanley
New York
|
-$3.18M |
FXD Hedge Fund Activity: Q2 2017 in Review
98 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2017, worth a combined $239M — down 12% from $271M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FXD positions and 7 closed out — a net gain of 1 holder — while 16 added to existing stakes and 51 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.52M. The largest seller was Astor Investment Management, cutting an estimated $7.12M.
- 98 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2017, down from 99 in Q1 2017.
- Funds reported $239M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2017, down 12% quarter-over-quarter.
- 8 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2017 and 7 closed out, a net change of +1 holder.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2017 was Jane Street, an estimated $2.52M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2017 was Astor Investment Management, an estimated $7.12M sold.
Based on aggregated 13F filings for Q2 2017.