First Trust Consumer Discretionary AlphaDEX Fund
FXD
109 hedge funds and large institutions have $242M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $208M → $242M (+$33.9M)
16% more funds holding
Funds holding: 94 → 109 (+15)
1.66% more ownership
Funds ownership: 61.9% → 63.56% (+1.7%)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
83% less call options, than puts
Call options by funds: $48K | Put options by funds: $277K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$14.6M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$11.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.26M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.28M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$4.73M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.77M |
| 5 |
Morgan Stanley
New York
|
-$1.06M |
FXD Hedge Fund Activity: Q4 2019 in Review
109 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2019, worth a combined $242M — up 16% from $208M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FXD positions and 10 closed out — a net gain of 18 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was Fulcrum Equity Management, adding an estimated $14.6M. The largest seller was UBS Group, cutting an estimated $6.46M.
- 109 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2019, up from 94 in Q3 2019.
- Funds reported $242M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2019, up 16% quarter-over-quarter.
- 28 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2019 and 10 closed out, a net change of +18 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2019 was Fulcrum Equity Management, an estimated $14.6M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2019 was UBS Group, an estimated $6.46M sold.
Based on aggregated 13F filings for Q4 2019.