First Trust Consumer Discretionary AlphaDEX Fund
FXD
145 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 45 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
4% more funds holding
Funds holding: 139 → 145 (+6)
5% more capital invested
Capital invested by funds: $1.33B → $1.39B (+$61M)
0.96% more ownership
Funds ownership: 87.41% → 88.37% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
87% less call options, than puts
Call options by funds: $239K | Put options by funds: $1.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.9M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$6.47M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.77M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.55M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.38M |
| 4 |
Jane Street
New York
|
-$1.13M |
| 5 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
-$877K |
FXD Hedge Fund Activity: Q4 2024 in Review
145 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q4 2024, worth a combined $1.39B — up 4.6% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FXD positions and 8 closed out — a net gain of 10 holders — while 52 added to existing stakes and 45 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $30.9M. The largest seller was Citadel Advisors, cutting an estimated $2.66M.
- 145 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q4 2024, up from 139 in Q3 2024.
- Funds reported $1.39B of First Trust Consumer Discretionary AlphaDEX Fund stock for Q4 2024, up 4.6% quarter-over-quarter.
- 18 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q4 2024 and 8 closed out, a net change of +10 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q4 2024 was First Trust Advisors, an estimated $30.9M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q4 2024 was Citadel Advisors, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2024.