FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

145 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.47M
Net Calls Change
+$22.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
UBS Group
2
UBS Group
Switzerland
$12.7M
3
LPL Financial
3
LPL Financial
California
$22.9M
4
GA
4
Gateway Advisory
New Jersey
$5.53M
5
NA
5
Navellier & Associates
Nevada
$3.74M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$705M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.06M
4
NC
4
NewSquare Capital
Pennsylvania
$14.5M
5
Wells Fargo
5
Wells Fargo
California
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$5.53M 93,717 +93,717 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.9M 83,028 -1,996 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.06M 68,872 -105,926 -61%
NA
29
Navellier & Associates
Nevada
$3.74M 63,477 +63,477 New
PPWM
30
Paragon Private Wealth Management
Kentucky
$3.56M 60,361 +907 +2%
CWP
31
Cyndeo Wealth Partners
Florida
$3.07M 52,132 -70,157 -57%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$2.95M 50,000 – –
Osaic Holdings
33
Osaic Holdings
Arizona
$2.59M 43,962 -28,340 -39%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.38M 40,426 -1,753 -4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2.31M 39,106 -46,937 -55%
TWM
36
TriaGen Wealth Management
California
$2.26M 38,259 -628 -2%
MFG
37
Merit Financial Group
Georgia
$2.07M 35,049 -15,105 -30%
DADC
38
D.A. Davidson & Co
Montana
$1.92M 32,637 +474 +1%
Jane Street
39
Jane Street
New York
$1.89M 31,982 +11,140 +53%
CAS
40
Coppell Advisory Solutions
Texas
$1.86M 31,516 +31,164 +8,853%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.81M 30,714 +1,317 +4%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.75M 29,670 -935 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.73M 29,358 -84,779 -74%
DC
44
Davenport & Co
Virginia
$1.67M 28,239 +1,038 +4%
TFA
45
Transamerica Financial Advisors
Florida
$1.6M 27,195 -20,243 -43%
CCA
46
Cottonwood Capital Advisors
Utah
$1.52M 25,721 -513 -2%
TRCT
47
Tower Research Capital (TRC)
New York
$1.16M 19,711 -11,053 -36%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$1.05M 17,755 -3,458 -16%
PAG
49
Private Advisor Group
New Jersey
$1.04M 17,700 -984 -5%
CWA
50
Capital Wealth Alliance
Arizona
$1.01M 17,085 +2,518 +17%
1
2
3 4 5