First Trust Consumer Discretionary AlphaDEX Fund
FXD
139 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 15 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
99% more call options, than puts
Call options by funds: $2.5M | Put options by funds: $1.26M
12% more capital invested
Capital invested by funds: $1.26B → $1.41B (+$155M)
0.17% less ownership
Funds ownership: 88% → 87.82% (-0.17%)
4% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 48
5% less funds holding
Funds holding: 147 → 139 (-8)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.8M |
| 3 |
Morgan Stanley
New York
|
+$6.92M |
| 4 |
NP
Nilsine Partners
Greenwood Village,
Colorado
|
+$6.64M |
| 5 |
Goldman Sachs
New York
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$6.09M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.65M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.62M |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.5M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2.3M |
FXD Hedge Fund Activity: Q1 2024 in Review
139 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q1 2024, worth a combined $1.41B — up 12% from $1.26B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FXD and 9 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 46 added.
The largest buyer was First Trust Advisors, adding an estimated $14.3M. The largest seller was Virtue Capital Management, exiting entirely with an estimated $6.09M sold.
- 139 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q1 2024, down from 147 in Q4 2023.
- Funds reported $1.41B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q1 2024, up 12% quarter-over-quarter.
- 9 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q1 2024 and 15 closed out, a net change of -6 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q1 2024 was First Trust Advisors, an estimated $14.3M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q1 2024 was Virtue Capital Management, an estimated $6.09M sold.
Based on aggregated 13F filings for Q1 2024.