First Trust Consumer Discretionary AlphaDEX Fund
FXD
133 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 15 closing their positions.
673% more call options, than puts
Call options by funds: $3.03M | Put options by funds: $392K
0.06% less ownership
Funds ownership: 87.82% → 87.76% (-0.06%)
4% less funds holding
Funds holding: 139 → 133 (-6)
9% less capital invested
Capital invested by funds: $1.41B → $1.28B (-$127M)
16% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 44
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.13M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$1.26M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.24M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.6M |
| 3 |
Goldman Sachs
New York
|
-$5.63M |
| 4 |
MCM
Monument Capital Management
Alexandria,
Virginia
|
-$3.88M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$3.73M |
FXD Hedge Fund Activity: Q2 2024 in Review
133 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2024, worth a combined $1.28B — down 9% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FXD and 12 opened new positions — a net loss of 3 holders — while 44 trimmed existing stakes and 37 added.
The largest buyer was Wells Fargo, adding an estimated $2.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $7M.
- 133 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2024, down from 139 in Q1 2024.
- Funds reported $1.28B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2024, down 9% quarter-over-quarter.
- 12 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2024 and 15 closed out, a net change of -3 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2024 was Wells Fargo, an estimated $2.6M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $7M sold.
Based on aggregated 13F filings for Q2 2024.