First Trust Consumer Discretionary AlphaDEX Fund
FXD
95 hedge funds and large institutions have $740M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.
708% more capital invested
Capital invested by funds: $91.7M → $740M (+$649M)
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
56% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 18
29.71% more ownership
Funds ownership: 57.39% → 87.11% (+30%)
23% more funds holding
Funds holding: 77 → 95 (+18)
66% less call options, than puts
Call options by funds: $1.34M | Put options by funds: $3.98M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$378M |
| 2 |
Morgan Stanley
New York
|
+$46.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$34.5M |
| 4 |
Goldman Sachs
New York
|
+$9.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.78M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.34M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$409K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$297K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$271K |
FXD Hedge Fund Activity: Q2 2020 in Review
95 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2020, worth a combined $740M — up 708% from $91.7M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FXD positions and 14 closed out — a net gain of 19 holders — while 28 added to existing stakes and 18 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $378M. The largest seller was Susquehanna International Group, cutting an estimated $3.78M.
- 95 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2020, up from 77 in Q1 2020.
- Funds reported $740M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2020, up 708% quarter-over-quarter.
- 33 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2020 and 14 closed out, a net change of +19 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2020 was First Trust Advisors, an estimated $378M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2020 was Susquehanna International Group, an estimated $3.78M sold.
Based on aggregated 13F filings for Q2 2020.