First Trust Consumer Discretionary AlphaDEX Fund
FXD
132 hedge funds and large institutions have $254M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 67 reducing their positions, and 49 closing their positions.
20.35% less ownership
Funds ownership: 84.28% → 63.93% (-20%)
22% less funds holding
Funds holding: 169 → 132 (-37)
63% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 67
73% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 49
81% less capital invested
Capital invested by funds: $1.31B → $254M (-$1.05B)
91% less call options, than puts
Call options by funds: $3.6M | Put options by funds: $39.8M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$9.67M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.59M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$704K |
| 5 |
Jane Street
New York
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$608M |
| 2 |
Morgan Stanley
New York
|
-$59.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$58.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$18.9M |
| 5 |
LPL Financial
San Diego,
California
|
-$18.2M |
FXD Hedge Fund Activity: Q2 2022 in Review
132 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2022, worth a combined $254M — down 81% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of FXD and 13 opened new positions — a net loss of 36 holders — while 67 trimmed existing stakes and 25 added.
The largest buyer was Goldman Sachs, adding an estimated $9.67M. The largest seller was First Trust Advisors, exiting entirely with an estimated $608M sold.
- 132 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2022, down from 169 in Q1 2022.
- Funds reported $254M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2022, down 81% quarter-over-quarter.
- 13 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2022 and 49 closed out, a net change of -36 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2022 was Goldman Sachs, an estimated $9.67M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2022 was First Trust Advisors, an estimated $608M sold.
Based on aggregated 13F filings for Q2 2022.