First Trust Consumer Discretionary AlphaDEX Fund
FXD
100 hedge funds and large institutions have $201M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.
447% more call options, than puts
Call options by funds: $93K | Put options by funds: $17K
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
9% more capital invested
Capital invested by funds: $185M → $201M (+$16.1M)
3% more funds holding
Funds holding: 97 → 100 (+3)
2.31% more ownership
Funds ownership: 58.05% → 60.36% (+2.3%)
9% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$994K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.04M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$8.03M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.05M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.15M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$2.56M |
FXD Hedge Fund Activity: Q1 2019 in Review
100 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q1 2019, worth a combined $201M — up 8.7% from $185M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FXD positions and 14 closed out — a net gain of 6 holders — while 29 added to existing stakes and 32 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $11M. The largest seller was Morgan Stanley, cutting an estimated $9.04M.
- 100 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q1 2019, up from 97 in Q4 2018.
- Funds reported $201M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q1 2019, up 8.7% quarter-over-quarter.
- 20 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q1 2019 and 14 closed out, a net change of +6 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $11M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q1 2019 was Morgan Stanley, an estimated $9.04M sold.
Based on aggregated 13F filings for Q1 2019.