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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

136 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
+14
Holders Change %
+11.48%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
31
Increased
51
Reduced
32
Closed
14
Calls
$2.81M
Puts
$3.16M
Net Calls
-$347K
Net Calls Change
-$4.02M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$146M
2
Morgan Stanley
2
Morgan Stanley
New York
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Stifel Financial
4
Stifel Financial
Missouri
$16.5M
5
DADC
5
D.A. Davidson & Co
Montana
$10.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$4.82M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$594M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
Bank of America
5
Bank of America
North Carolina
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
Navellier & Associates
Nevada
$6.72M +$6.72M +115,401 New
ASN
27
Advisory Services Network
Georgia
$6.43M +$296K +5,093 +5%
Goldman Sachs
28
Goldman Sachs
New York
$5.82M -$80.4K -1,381 -1%
FEM
29
Fulcrum Equity Management
Texas
$5.77M +$5.77M +99,196 New
FEG
30
Financial Enhancement Group
Indiana
$4.82M -$12.1M -208,551 -72%
FAIM
31
Financial Advocates Investment Management
Washington
$4.44M +$1.75M +30,051 +65%
MWM
32
MinichMacGregor Wealth Management
New York
$4.37M -$7.27K -125 -0.2%
PFS
33
Prospera Financial Services
Texas
$4.22M +$722K +12,402 +21%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.07M +$1.25M +21,297 +68%
PCG
35
Park Capital Group
California
$2.84M +$2.84M +48,745 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.79M -$41.3K -710 -1%
SAM
37
Secure Asset Management
Michigan
$2.77M -$80.4K -1,381 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$2.65M +$473K +8,131 +22%
AP
39
Atwood & Palmer
Missouri
$2.38M -$318K -5,460 -12%
OC
40
Oppenheimer & Co
New York
$2.18M -$271K -4,665 -11%
IWM
41
IHT Wealth Management
Illinois
$2.16M +$74K +1,272 +4%
GIA
42
Gladstone Institutional Advisory
Florida
$1.98M +$1.98M +34,040 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.86M +$421K +7,228 +29%
FHC
44
First Heartland Consultants
Missouri
$1.81M +$112K +1,917 +7%
TWM
45
TriaGen Wealth Management
California
$1.78M -$23.2K -398 -1%
DWMG
46
DB Wealth Management Group
California
$1.78M +$35.2K +604 +2%
KAS
47
Kestra Advisory Services
Texas
$1.78M +$814K +13,992 +85%
SWM
48
Spire Wealth Management
Virginia
$1.73M +$1.73M +29,716 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.64M +$1.64M +28,150 +108,269%
WB
50
WesBanco Bank
West Virginia
$1.53M +$1.53M +26,229 New
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