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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
100 hedge funds and large institutions have $319M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
28% more capital invested
Capital invested by funds: $248M → $319M (+$70.6M)
12% more funds holding
Funds holding: 89 → 100 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.21% less ownership
Funds ownership: 63.58% → 63.38% (-0.21%)
24% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 34
Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
26
Reduced
34
Closed
9
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
+$13K
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$21.3M |
| 2 |
Morgan Stanley
New York
|
+$17.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$5.49M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.47M |
Top Sellers
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$15.3M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.06M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$2.35M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.27M |
| 5 |
VF
Virtu Financial
New York
|
-$1.16M |
