First Trust Consumer Discretionary AlphaDEX Fund
FXD
169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 17 closing their positions.
1% more ownership
Funds ownership: 83.29% → 84.28% (+1%)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
2% less funds holding
Funds holding: 172 → 169 (-3)
20% less capital invested
Capital invested by funds: $1.63B → $1.31B (-$327M)
38% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 77
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
90% less call options, than puts
Call options by funds: $2.53M | Put options by funds: $24.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$36.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$8.58M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.16M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.41M |
| 5 |
HF
HRT Financial
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$17.7M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$11.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$10.8M |
FXD Hedge Fund Activity: Q1 2022 in Review
169 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q1 2022, worth a combined $1.31B — down 20% from $1.63B a quarter earlier.
Fund positioning in FXD was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 48 added to existing stakes and 77 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $36.8M. The largest seller was Morgan Stanley, cutting an estimated $21M.
- 169 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q1 2022, down from 172 in Q4 2021.
- Funds reported $1.31B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q1 2022, down 20% quarter-over-quarter.
- 17 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q1 2022 and 17 closed out, a net change of 0 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q1 2022 was First Trust Advisors, an estimated $36.8M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q1 2022 was Morgan Stanley, an estimated $21M sold.
Based on aggregated 13F filings for Q1 2022.