First Trust Consumer Discretionary AlphaDEX Fund
FXD
147 hedge funds and large institutions have $1.26B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 63 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
4% more funds holding
Funds holding: 142 → 147 (+5)
2% more capital invested
Capital invested by funds: $1.23B → $1.26B (+$29.1M)
2% less ownership
Funds ownership: 89.99% → 88% (-2%)
46% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 63
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
54% less call options, than puts
Call options by funds: $2.98M | Put options by funds: $6.45M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.98M |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$4.92M |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.33M |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$79.2M |
| 2 |
Morgan Stanley
New York
|
-$11.1M |
| 3 |
Goldman Sachs
New York
|
-$6.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.56M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$5.54M |
FXD Hedge Fund Activity: Q4 2023 in Review
147 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2023, worth a combined $1.26B — up 2.4% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FXD positions and 14 closed out — a net gain of 5 holders — while 34 added to existing stakes and 63 trimmed.
The largest buyer was UBS Group, adding an estimated $5.8M. The largest seller was First Trust Advisors, cutting an estimated $79.2M.
- 147 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2023, up from 142 in Q3 2023.
- Funds reported $1.26B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2023, up 2.4% quarter-over-quarter.
- 19 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2023 and 14 closed out, a net change of +5 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2023 was UBS Group, an estimated $5.8M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2023 was First Trust Advisors, an estimated $79.2M sold.
Based on aggregated 13F filings for Q4 2023.