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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

94 hedge funds and large institutions have $208M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 17 closing their positions.

Holders
94
Holders Change
-8
Holders Change %
-7.84%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
37
Closed
17
Calls
$33K
Puts
$452K
Net Calls
-$419K
Net Calls Change
-$80K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.75M
4
CS
4
Credit Suisse
Switzerland
$2.31M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.71M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$17K
2
NA
2
Navellier & Associates
Nevada
$0
3
Wells Fargo
3
Wells Fargo
California
$37.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.32M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.45M 34,589 +11,978 +53%
AW
27
ACG Wealth
Georgia
$1.38M 32,780 -824 -2%
UCFA
28
United Capital Financial Advisors
Texas
$1.37M 32,463 – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.29M 30,621 +12,282 +67%
WI
30
Wintrust Investments
Illinois
$1.15M 27,230 +464 +2%
IWM
31
IHT Wealth Management
Illinois
$1.09M 25,864 -2,669 -9%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$1.07M 25,432 +2,942 +13%
ACM
33
AlphaStar Capital Management
North Carolina
$974K 23,160 -5,644 -20%
SB
34
Suntrust Banks
Georgia
$962K 27,595 -103 -0.4%
FAAS
35
First Allied Advisory Services
California
$961K 22,925 +4,563 +25%
DADC
36
D.A. Davidson & Co
Montana
$947K 22,526 +682 +3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$939K 22,356 +6,680 +43%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$920K 21,877 -276 -1%
CWM
39
Cornerstone Wealth Management
Missouri
$762K 18,133 +18,133 New
IA
40
IFP Advisors
Florida
$741K 17,878 +17,878 New
SI
41
Stephens Inc
Arkansas
$707K 16,820 – –
SPC
42
Sigma Planning Corp
Michigan
$690K 16,418 +7,468 +83%
SAM
43
SignalPoint Asset Management
Missouri
$589K 14,019 -118 -0.8%
BTS
44
BB&T Securities
Virginia
$580K 13,766 -4,520 -25%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$482K 11,458 -139 -1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$471K 11,205 -1,105 -9%
TRCT
47
Tower Research Capital (TRC)
New York
$461K 10,962 -9,271 -46%
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$458K 10,887 -239 -2%
KWM
49
Kingsview Wealth Management
Oregon
$449K 10,670 +867 +9%
RFM
50
Royal Fund Management
Florida
$447K 10,637 +492 +5%
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