First Trust Consumer Discretionary AlphaDEX Fund
FXD
172 hedge funds and large institutions have $1.63B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
10% more funds holding
Funds holding: 156 → 172 (+16)
4% more capital invested
Capital invested by funds: $1.57B → $1.63B (+$62.9M)
4% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 56
0.94% more ownership
Funds ownership: 82.34% → 83.29% (+0.94%)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
89% less call options, than puts
Call options by funds: $4.12M | Put options by funds: $36M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$7.69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$6.52M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$6.18M |
| 4 |
Jane Street
New York
|
+$5.7M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$5.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$47.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$9.48M |
| 3 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$7.58M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.67M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.72M |
FXD Hedge Fund Activity: Q4 2021 in Review
172 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2021, worth a combined $1.63B — up 4% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FXD positions and 12 closed out — a net gain of 17 holders — while 58 added to existing stakes and 56 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $7.69M. The largest seller was Empowered Funds, exiting entirely with an estimated $47.2M sold.
- 172 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2021, up from 156 in Q3 2021.
- Funds reported $1.63B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2021, up 4% quarter-over-quarter.
- 29 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2021 and 12 closed out, a net change of +17 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2021 was Raymond James & Associates, an estimated $7.69M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2021 was Empowered Funds, an estimated $47.2M sold.
Based on aggregated 13F filings for Q4 2021.