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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
94 hedge funds and large institutions have $208M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
5.05% less ownership
Funds ownership: 66.95% → 61.9% (-5%)
8% less funds holding
Funds holding: 102 → 94 (-8)
17% less capital invested
Capital invested by funds: $249M → $208M (-$41.6M)
24% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 37
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
93% less call options, than puts
Call options by funds: $33K | Put options by funds: $452K
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
94
Holders Change
-8
Holders Change %
-7.84%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
37
Closed
17
Calls
$33K
Puts
$452K
Net Calls
-$419K
Net Calls Change
-$80K
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.47M |
| 2 |
Goldman Sachs
New York
|
+$3.28M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.14M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.63M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.14M |
