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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.25B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
48
Reduced
38
Closed
10
Calls
$1.89M
Puts
$36.7M
Net Calls
-$34.8M
Net Calls Change
+$13.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.5M
2
NC
2
NewSquare Capital
Pennsylvania
$14.6M
3
VCM
3
Virtue Capital Management
Tennessee
$9.98M
4
Truist Financial
4
Truist Financial
North Carolina
$12.3M
5
CWP
5
Cyndeo Wealth Partners
Florida
$6.88M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$20.1M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$2.76M
3
Wells Fargo
3
Wells Fargo
California
$90.2M
4
PAG
4
Private Advisor Group
New Jersey
$1.07M
5
AWM
5
AE Wealth Management
Kansas
$8.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$6.07M 109,971 -440 -0.4%
CAS
27
Coppell Advisory Solutions
Texas
$4.48M 82,140 +82,140 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.47M 80,990 +50,470 +165%
MWM
29
MinichMacGregor Wealth Management
New York
$4.07M 73,699 -1,128 -2%
NA
30
Navellier & Associates
Nevada
$3.9M 70,608 -2,850 -4%
NP
31
Nilsine Partners
Colorado
$3.35M 60,628 +18,045 +42%
PPWM
32
Paragon Private Wealth Management
Kentucky
$3.2M 57,951 -472 -0.8%
GIA
33
Gladstone Institutional Advisory
Florida
$3.11M 56,324 +56,324 New
VAS
34
Vestmark Advisory Solutions
Massachusetts
$2.93M 53,055 +53,055 New
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$2.76M 50,000 -200,000 -80%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$2.32M 42,082 +19,586 +87%
TFA
37
Transamerica Financial Advisors
Florida
$2.19M 39,636 +24,921 +169%
TWM
38
TriaGen Wealth Management
California
$2.06M 37,384 +19,412 +108%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.89M 34,216 -4,375 -11%
DADC
40
D.A. Davidson & Co
Montana
$1.82M 33,026 +33,026 New
HighTower Advisors
41
HighTower Advisors
Illinois
$1.69M 30,605 -611 -2%
MFG
42
Merit Financial Group
Georgia
$1.6M 28,918 +28,918 New
CCA
43
Cottonwood Capital Advisors
Utah
$1.5M 27,121 -348 -1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.49M 26,949 +6,654 +33%
DC
45
Davenport & Co
Virginia
$1.38M 24,963 +3,112 +14%
SHFP
46
Second Half Financial Partners
Florida
$1.24M 22,430 +22,430 New
Citadel Advisors
47
Citadel Advisors
Florida
$1.2M 21,800 +21,800 New
CA
48
Cetera Advisors
Colorado
$1.11M 20,035 -2 -0%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.09M 19,690 +312 +2%
PAG
50
Private Advisor Group
New Jersey
$1.07M 19,301 -40,826 -68%
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