First Trust Consumer Discretionary AlphaDEX Fund
FXD
149 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 18 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 34
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
9% more funds holding
Funds holding: 137 → 149 (+12)
8% more capital invested
Capital invested by funds: $1.42B → $1.53B (+$114M)
3.17% less ownership
Funds ownership: 85.76% → 82.59% (-3.2%)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
94% less call options, than puts
Call options by funds: $2.16M | Put options by funds: $34.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.59M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.29M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$7.43M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$7.82M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
-$6.72M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$5.49M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.36M |
| 5 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
-$1.97M |
FXD Hedge Fund Activity: Q2 2021 in Review
149 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2021, worth a combined $1.53B — up 8% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new FXD positions and 18 closed out — a net gain of 14 holders — while 62 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.59M. The largest seller was IronBridge Private Wealth, exiting entirely with an estimated $7.82M sold.
- 149 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2021, up from 137 in Q1 2021.
- Funds reported $1.53B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2021, up 8% quarter-over-quarter.
- 32 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2021 and 18 closed out, a net change of +14 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2021 was LPL Financial, an estimated $8.59M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2021 was IronBridge Private Wealth, an estimated $7.82M sold.
Based on aggregated 13F filings for Q2 2021.