First Trust Consumer Discretionary AlphaDEX Fund
FXD
105 hedge funds and large institutions have $320M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 39 reducing their positions, and 10 closing their positions.
900% more call options, than puts
Call options by funds: $10K | Put options by funds: $1K
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
5% more funds holding
Funds holding: 100 → 105 (+5)
0.67% more ownership
Funds ownership: 63.38% → 64.05% (+0.67%)
1% more capital invested
Capital invested by funds: $319M → $320M (+$1.74M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
31% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
+$13.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$7.84M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.44M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$2.6M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.49M |
| 2 |
Goldman Sachs
New York
|
-$5.4M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.61M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.52M |
FXD Hedge Fund Activity: Q1 2018 in Review
105 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q1 2018, worth a combined $320M — up 0.55% from $319M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FXD positions and 10 closed out — a net gain of 5 holders — while 27 added to existing stakes and 39 trimmed.
The largest buyer was Navellier & Associates, adding an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $9.49M.
- 105 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q1 2018, up from 100 in Q4 2017.
- Funds reported $320M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q1 2018, up 0.55% quarter-over-quarter.
- 15 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q1 2018 and 10 closed out, a net change of +5 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q1 2018 was Navellier & Associates, an estimated $13.3M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q1 2018 was Morgan Stanley, an estimated $9.49M sold.
Based on aggregated 13F filings for Q1 2018.