FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

115 hedge funds and large institutions have $182M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
54
Closed
12
Calls
$3.83M
Puts
$81.4M
Net Calls
-$77.5M
Net Calls Change
-$28.8M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3M
2
CI
2
CX Institutional
Indiana
$749K
3
IP
3
Ignite Planners
California
$520K
4
CA
4
CoreCap Advisors
Michigan
$792K
5
CWA
5
Capital Wealth Alliance
Arizona
$668K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.29M
4
Citadel Advisors
4
Citadel Advisors
Florida
$664K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$742K 15,402 -11,438 -43%
SPWM
27
Schrum Private Wealth Management
Florida
$699K 14,505 -854 -6%
CWA
28
Capital Wealth Alliance
Arizona
$668K 13,861 +5,568 +67%
Citadel Advisors
29
Citadel Advisors
Florida
$664K 13,788 -78,838 -85%
SI
30
Stephens Inc
Arkansas
$658K 13,668 -931 -6%
MIM
31
MTM Investment Management
South Carolina
$618K 12,822 – –
SAM
32
SignalPoint Asset Management
Missouri
$572K 11,867 -5 -0%
ODG
33
O'Dell Group
Ohio
$568K 11,796 – –
IWM
34
IHT Wealth Management
Illinois
$561K 11,654 -8 -0.1%
KAS
35
Kestra Advisory Services
Texas
$523K 10,848 -4,777 -31%
IP
36
Ignite Planners
California
$520K 9,648 +9,648 New
KCM
37
Kennicott Capital Management
California
$510K 10,594 -439 -4%
CA
38
Cetera Advisors
Colorado
$470K 9,756 -571 -6%
LFAS
39
Level Four Advisory Services
Texas
$464K 9,624 -1,818 -16%
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$448K 9,302 -2,429 -21%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$447K 9,274 -19,286 -68%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$435K 9,039 -409 -4%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$423K 8,790 -3,568 -29%
IA
44
IFP Advisors
Florida
$397K 9,617 -6,652 -41%
AWA
45
Arkadios Wealth Advisors
Georgia
$359K 7,455 +311 +4%
PA
46
PFG Advisors
Arizona
$340K 7,069 -1,841 -21%
SPIA
47
Steward Partners Investment Advisory
New York
$306K 6,360 -616 -9%
SWM
48
Spire Wealth Management
Virginia
$289K 6,001 +146 +2%
CAN
49
Cetera Advisor Networks
California
$282K 5,864 -642 -10%
GVAG
50
Great Valley Advisor Group
Delaware
$274K 5,684 -4,654 -45%
1
2
3 4 5