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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

105 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
38
Closed
7
Calls
$265K
Puts
$404K
Net Calls
-$139K
Net Calls Change
-$373K

Top Buyers

1
KCM
Karp Capital Management
California
$3.78M
2
FI
FormulaFolio Investments
Michigan
$2.56M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.19M
4
LA
LexAurum Advisors
Kansas
$1.39M
5
MML Investors Services
MML Investors Services
Massachusetts
$2.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$63M
2
CS
Credit Suisse
Switzerland
$290K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.66M
4
Stifel Financial
Stifel Financial
Missouri
$3.11M
5
Morgan Stanley
Morgan Stanley
New York
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.66M -$7.39M -169,958 -82%
BTS
27
BB&T Securities
Virginia
$1.57M +$196K +4,517 +14%
OC
28
Oppenheimer & Co
New York
$1.45M +$52K +1,195 +4%
LA
29
LexAurum Advisors
Kansas
$1.39M +$1.39M +31,970 New
JWS
30
Juncture Wealth Strategies
Arizona
$1.27M +$1.27M +29,267 New
GFPC
31
Global Financial Private Capital
Florida
$1.23M -$188K -4,317 -13%
IWM
32
IHT Wealth Management
Illinois
$1.22M -$12.4K -286 -1%
BCM
33
Breiter Capital Management
Florida
$1.19M +$24.6K +567 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$1.11M -$14.9K -345 -1%
VCM
35
Virtue Capital Management
Tennessee
$1.07M -$1.03M -23,672 -49%
ACM
36
AlphaStar Capital Management
North Carolina
$1.02M +$1.02M +23,505 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$928K +$241K +5,547 +35%
FAAS
38
First Allied Advisory Services
California
$917K +$319K +7,262 +53%
WI
39
Wintrust Investments
Illinois
$855K +$855K +19,661 New
SI
40
Stephens Inc
Arkansas
$822K – – –
RFM
41
Royal Fund Management
Florida
$791K +$661K +15,227 +510%
SAM
42
SignalPoint Asset Management
Missouri
$621K -$1.96K -45 -0.3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$612K -$60.7K -1,395 -9%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$602K +$214K +4,925 +55%
SWP
45
Stratos Wealth Partners
Ohio
$578K -$210K -4,833 -27%
RPG
46
Risk Paradigm Group
Texas
$553K -$1.3K -30 -0.2%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$549K -$9.57K -220 -2%
Citigroup
48
Citigroup
New York
$537K -$2.48K -57 -0.5%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$523K +$178K +4,097 +51%
IA
50
IFP Advisors
Florida
$520K -$12.7K -291 -2%
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