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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

95 hedge funds and large institutions have $740M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
33
Increased
28
Reduced
18
Closed
14
Calls
$1.34M
Puts
$3.98M
Net Calls
-$2.64M
Net Calls Change
-$2.68M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$419M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.6M
3
Wells Fargo
3
Wells Fargo
California
$67.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.5M
5
Bank of America
5
Bank of America
North Carolina
$16.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.2M
2
TRCT
2
Tower Research Capital (TRC)
New York
$311K
3
CWM
3
Cornerstone Wealth Management
Missouri
$248K
4
FAAS
4
First Allied Advisory Services
California
$0
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.96M 52,306 +7,221 +16%
SAM
27
Secure Asset Management
Michigan
$1.86M 49,711 +49,711 New
MWM
28
MinichMacGregor Wealth Management
New York
$1.8M 48,112 +48,112 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.56M 41,738 +28,441 +214%
OC
30
Oppenheimer & Co
New York
$1.3M 34,884 +34,884 New
IWM
31
IHT Wealth Management
Illinois
$1.26M 33,750 +25,770 +323%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.2M 32,101 -112,334 -78%
WI
33
Wintrust Investments
Illinois
$1.11M 29,678 +29,678 New
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.08M 28,820 +28,820 New
IAA
35
Independent Advisor Alliance
North Carolina
$931K 23,010 +23,010 New
LFAS
36
Level Four Advisory Services
Texas
$881K 23,570 +516 +2%
TFA
37
Transamerica Financial Advisors
Florida
$871K 23,285 +23,285 New
CS
38
Credit Suisse
Switzerland
$729K 19,499 – –
ATPW
39
Ashton Thomas Private Wealth
Arizona
$688K 18,398 +18,398 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$666K 17,833 +4,824 +37%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$641K 17,161 +1,548 +10%
SI
42
Stephens Inc
Arkansas
$587K 15,717 -200 -1%
SFI
43
SPC Financial Inc
Maryland
$573K 15,330 +15,330 New
SAM
44
SignalPoint Asset Management
Missouri
$500K 13,387 +114 +0.9%
HighTower Advisors
45
HighTower Advisors
Illinois
$485K 13,030 +13,030 New
MOS
46
MGO One Seven
Ohio
$472K 12,634 +12,634 New
CAN
47
Claraphi Advisory Network
United States
$437K 11,704 +11,704 New
PAG
48
Private Advisor Group
New Jersey
$395K 10,576 -1,019 -9%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$383K 10,252 -1,400 -12%
Citigroup
50
Citigroup
New York
$381K 10,201 +2,710 +36%
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