First Trust Consumer Discretionary AlphaDEX Fund
FXD
142 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 14 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 39
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
1.14% more ownership
Funds ownership: 88.85% → 89.99% (+1.1%)
2% less capital invested
Capital invested by funds: $1.25B → $1.23B (-$26.2M)
2% less funds holding
Funds holding: 145 → 142 (-3)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
96% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $27.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$26.3M |
| 2 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
+$16.8M |
| 3 |
Morgan Stanley
New York
|
+$9.41M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.78M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$6.28M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$4.46M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$3.9M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.87M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.39M |
FXD Hedge Fund Activity: Q3 2023 in Review
142 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q3 2023, worth a combined $1.23B — down 2.1% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FXD and 11 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 55 added.
The largest buyer was First Trust Advisors, adding an estimated $26.3M. The largest seller was UBS Group, cutting an estimated $6.28M.
- 142 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q3 2023, down from 145 in Q2 2023.
- Funds reported $1.23B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q3 2023, down 2.1% quarter-over-quarter.
- 11 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q3 2023 and 14 closed out, a net change of -3 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q3 2023 was First Trust Advisors, an estimated $26.3M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q3 2023 was UBS Group, an estimated $6.28M sold.
Based on aggregated 13F filings for Q3 2023.