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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
102 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
36% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 28
27% more capital invested
Capital invested by funds: $197M → $249M (+$52.8M)
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
7.68% more ownership
Funds ownership: 59.27% → 66.95% (+7.7%)
2% more funds holding
Funds holding: 100 → 102 (+2)
79% less call options, than puts
Call options by funds: $92K | Put options by funds: $431K
Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
38
Reduced
28
Closed
14
Calls
$92K
Puts
$431K
Net Calls
-$339K
Net Calls Change
-$415K
Top Buyers
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$19.2M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$12.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.24M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.52M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$2.76M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.4M |
| 2 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$1.98M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.77M |
| 4 |
W
WealthOne
Albany,
New York
|
-$1.22M |
| 5 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
-$1.22M |
