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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

141 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
55
Reduced
38
Closed
14
Calls
$1.02M
Puts
$27.3M
Net Calls
-$26.2M
Net Calls Change
+$8.56M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$687M
2
ODG
2
O'Dell Group
Ohio
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.33M
2
CAS
2
Coppell Advisory Solutions
Texas
$17K
3
NA
3
Navellier & Associates
Nevada
$0
4
AWM
4
AE Wealth Management
Kansas
$4.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$5.82M 114,137 +87,188 +324%
UBS Group
27
UBS Group
Switzerland
$5.33M 104,486 -115,113 -52%
AWM
28
AE Wealth Management
Kansas
$4.98M 97,672 -52,657 -35%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$4.68M 91,662 +38,607 +73%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$4.39M 86,043 +51,827 +151%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.34M 85,024 +4,034 +5%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.69M 72,302 -43,805 -38%
MWM
33
MinichMacGregor Wealth Management
New York
$3.36M 65,798 -7,901 -11%
PPWM
34
Paragon Private Wealth Management
Kentucky
$3.03M 59,454 +1,503 +3%
GIA
35
Gladstone Institutional Advisory
Florida
$2.82M 55,188 -1,136 -2%
MFG
36
Merit Financial Group
Georgia
$2.56M 50,154 +21,236 +73%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$2.55M 50,000 – –
TFA
38
Transamerica Financial Advisors
Florida
$2.42M 47,438 +7,802 +20%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.15M 42,179 +97 +0.2%
TWM
40
TriaGen Wealth Management
California
$1.98M 38,887 +1,503 +4%
DADC
41
D.A. Davidson & Co
Montana
$1.64M 32,163 -863 -3%
TRCT
42
Tower Research Capital (TRC)
New York
$1.57M 30,764 +30,030 +4,091%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.56M 30,605 – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.5M 29,397 +9,707 +49%
DC
45
Davenport & Co
Virginia
$1.39M 27,201 +2,238 +9%
CCA
46
Cottonwood Capital Advisors
Utah
$1.34M 26,234 -887 -3%
AFWM
47
AMJ Financial Wealth Management
Virginia
$1.22M 23,826 +19,303 +427%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.08M 21,213 +5,591 +36%
Jane Street
49
Jane Street
New York
$1.06M 20,842 +3,847 +23%
KAS
50
Kestra Advisory Services
Texas
$990K 19,409 +9,017 +87%
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