First Trust Consumer Discretionary AlphaDEX Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
FXD Hedge Fund Activity: Q4 2017 in Review
100 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2017, worth a combined $319M — up 28% from $248M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FXD positions and 9 closed out — a net gain of 11 holders — while 26 added to existing stakes and 34 trimmed.
The largest buyer was Wells Fargo, adding an estimated $21.3M. The largest seller was Navellier & Associates, cutting an estimated $15.3M.
- 100 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2017, up from 89 in Q3 2017.
- Funds reported $319M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2017, up 28% quarter-over-quarter.
- 20 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2017 and 9 closed out, a net change of +11 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2017 was Wells Fargo, an estimated $21.3M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2017 was Navellier & Associates, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2017.