First Trust Consumer Discretionary AlphaDEX Fund
FXD
156 hedge funds and large institutions have $1.57B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.
136% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 33
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
5% more funds holding
Funds holding: 149 → 156 (+7)
2% more capital invested
Capital invested by funds: $1.53B → $1.57B (+$37.8M)
0.25% less ownership
Funds ownership: 82.59% → 82.34% (-0.25%)
94% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$48.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15.1M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$7.84M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.42M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.57M |
| 2 |
Goldman Sachs
New York
|
-$5.11M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.86M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.56M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$2.39M |
FXD Hedge Fund Activity: Q3 2021 in Review
156 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q3 2021, worth a combined $1.57B — up 2.5% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXD positions and 11 closed out — a net gain of 8 holders — while 78 added to existing stakes and 33 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $48.8M. The largest seller was Bank of America, cutting an estimated $5.57M.
- 156 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q3 2021, up from 149 in Q2 2021.
- Funds reported $1.57B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q3 2021, up 2.5% quarter-over-quarter.
- 19 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q3 2021 and 11 closed out, a net change of +8 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q3 2021 was Empowered Funds, an estimated $48.8M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q3 2021 was Bank of America, an estimated $5.57M sold.
Based on aggregated 13F filings for Q3 2021.