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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

122 hedge funds and large institutions have $1.12B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 37 reducing their positions, and 12 closing their positions.

Holders
122
Holders Change
+12
Holders Change %
+10.91%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
37
Reduced
37
Closed
12
Calls
$5.31M
Puts
$1.64M
Net Calls
+$3.67M
Net Calls Change
+$6.34M

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$25.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$125M
3
Wells Fargo
3
Wells Fargo
California
$107M
4
Ameriprise
4
Ameriprise
Minnesota
$15.6M
5
UBS Group
5
UBS Group
Switzerland
$29.7M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$521M
2
FEM
2
Fulcrum Equity Management
Texas
$0
3
NA
3
Navellier & Associates
Nevada
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
NC
5
NewSquare Capital
Pennsylvania
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$3.79M 74,394 +74,394 New
PFS
27
Prospera Financial Services
Texas
$3.06M 60,173 +57,976 +2,639%
SAM
28
Secure Asset Management
Michigan
$2.49M 48,915 -86 -0.2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$2.47M 48,563 -97 -0.2%
AP
30
Atwood & Palmer
Missouri
$2.36M 46,370 -1,160 -2%
FAIM
31
Financial Advocates Investment Management
Washington
$2.35M 46,220 -705 -2%
OC
32
Oppenheimer & Co
New York
$2.15M 42,197 -2,011 -5%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.91M 37,460 -9 -0%
IWM
34
IHT Wealth Management
Illinois
$1.83M 35,868 +797 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.58M 31,146 +1,848 +6%
TWM
36
TriaGen Wealth Management
California
$1.57M 30,943 +30,943 New
DWMG
37
DB Wealth Management Group
California
$1.52M 29,905 +29,905 New
FHC
38
First Heartland Consultants
Missouri
$1.49M 29,180 +29,180 New
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.48M 29,072 +22,474 +341%
IAA
40
Independent Advisor Alliance
North Carolina
$1.27M 24,977 +1,829 +8%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.26M 24,785 +10,387 +72%
CAS
42
Coppell Advisory Solutions
Texas
$1.22M 23,887 +23,887 New
LFAS
43
Level Four Advisory Services
Texas
$1.16M 22,814 +100 +0.4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.13M 22,122 -1,359 -6%
ATPW
45
Ashton Thomas Private Wealth
Arizona
$1.04M 20,410 +222 +1%
RIA
46
Regal Investment Advisors
Michigan
$1.01M 19,834 +19,834 New
MML Investors Services
47
MML Investors Services
Massachusetts
$1M 19,718 -7,017 -26%
CS
48
Credit Suisse
Switzerland
$992K 19,499 – –
KAS
49
Kestra Advisory Services
Texas
$845K 16,528 -223 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$838K 16,471 -1,725 -9%
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