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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

148 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
32
Increased
62
Reduced
33
Closed
18
Calls
$2.16M
Puts
$34.6M
Net Calls
-$32.4M
Net Calls Change
-$32M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$628M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$46.2M
4
CAN
4
Cetera Advisor Networks
California
$7.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.7M

Top Sellers

1
IPW
1
IronBridge Private Wealth
Texas
$0
2
NA
2
Navellier & Associates
Nevada
$0
3
FEM
3
Fulcrum Equity Management
Texas
$483K
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$6.85M 112,806 +2,327 +2%
Osaic Holdings
27
Osaic Holdings
Arizona
$6.6M 108,572 +56,129 +107%
FAIM
28
Financial Advocates Investment Management
Washington
$5.97M 98,338 +22,067 +29%
KAS
29
Kestra Advisory Services
Texas
$5.39M 88,799 +58,279 +191%
Goldman Sachs
30
Goldman Sachs
New York
$5.11M 84,135 -15,865 -16%
FEG
31
Financial Enhancement Group
Indiana
$4.55M 74,889 -7,967 -10%
PFS
32
Prospera Financial Services
Texas
$4.47M 73,693 +1,118 +2%
MWM
33
MinichMacGregor Wealth Management
New York
$4.33M 71,375 -3,704 -5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.52M 57,964 +40,607 +234%
SPC
35
Sigma Planning Corp
Michigan
$3.27M 53,844 +53,844 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$3.09M 50,886 +3,033 +6%
AIM
37
Astor Investment Management
Illinois
$2.82M 46,470 +46,470 New
SAM
38
Secure Asset Management
Michigan
$2.8M 46,134 -1,400 -3%
GIA
39
Gladstone Institutional Advisory
Florida
$2.78M 45,771 +11,731 +34%
FTUS
40
Flow Traders U.S.
New York
$2.74M 45,178 +45,178 New
AAS
41
Avantax Advisory Services
Texas
$2.67M 44,016 +44,016 New
OC
42
Oppenheimer & Co
New York
$2.57M 42,248 +4,716 +13%
DWMG
43
DB Wealth Management Group
California
$2.48M 40,832 +10,323 +34%
HighTower Advisors
44
HighTower Advisors
Illinois
$2.48M 40,813 -4,778 -10%
AP
45
Atwood & Palmer
Missouri
$2.34M 38,475 -2,435 -6%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.22M 36,536 +4,523 +14%
KPWS
47
Kestra Private Wealth Services
Texas
$2.21M 36,355 +36,355 New
PAG
48
Private Advisor Group
New Jersey
$1.95M 32,168 +8,176 +34%
SWM
49
Spire Wealth Management
Virginia
$1.91M 31,372 +1,656 +6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.72M 28,369 +9,158 +48%
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