First Trust Consumer Discretionary AlphaDEX Fund
FXD
130 hedge funds and large institutions have $1.11B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 17 closing their positions.
509% more capital invested
Capital invested by funds: $182M → $1.11B (+$928M)
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
32.25% more ownership
Funds ownership: 57.98% → 90.23% (+32%)
13% more funds holding
Funds holding: 115 → 130 (+15)
95% less call options, than puts
Call options by funds: $2.79M | Put options by funds: $50.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$681M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$40.4M |
| 3 |
Morgan Stanley
New York
|
+$24.1M |
| 4 |
Goldman Sachs
New York
|
+$21.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.25M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.09M |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$791K |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$749K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$664K |
FXD Hedge Fund Activity: Q1 2023 in Review
130 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q1 2023, worth a combined $1.11B — up 509% from $182M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FXD positions and 17 closed out — a net gain of 18 holders — while 39 added to existing stakes and 27 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $681M. The largest seller was Jane Street, exiting entirely with an estimated $1.25M sold.
- 130 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q1 2023, up from 115 in Q4 2022.
- Funds reported $1.11B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q1 2023, up 509% quarter-over-quarter.
- 35 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q1 2023 and 17 closed out, a net change of +18 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q1 2023 was First Trust Advisors, an estimated $681M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q1 2023 was Jane Street, an estimated $1.25M sold.
Based on aggregated 13F filings for Q1 2023.