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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
44
Reduced
49
Closed
15
Calls
$2.5M
Puts
$1.26M
Net Calls
+$1.24M
Net Calls Change
+$4.71M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$787M
2
Wells Fargo
2
Wells Fargo
California
$112M
3
NP
3
Nilsine Partners
Colorado
$15.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$20M
5
NC
5
NewSquare Capital
Pennsylvania
$20.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
UBS Group
3
UBS Group
Switzerland
$8.87M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$6.04M 93,561 +60,924 +187%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$5.48M 84,928 -38,362 -31%
PPWM
28
Paragon Private Wealth Management
Kentucky
$4.06M 62,833 +2,472 +4%
MCM
29
Monument Capital Management
Virginia
$3.88M 60,062 +48,923 +439%
NA
30
Navellier & Associates
Nevada
$3.73M 57,822 -5,655 -9%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.63M 56,311 -12,561 -18%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$3.23M 50,000 – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.83M 43,887 +4,781 +12%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.79M 43,159 -803 -2%
TFA
35
Transamerica Financial Advisors
Florida
$2.72M 42,121 +14,926 +55%
CASC
36
Coppell Advisory Solutions Corp
Texas
$2.62M 40,599 +40,599 New
CWP
37
Cyndeo Wealth Partners
Florida
$2.62M 40,548 -11,584 -22%
TWM
38
TriaGen Wealth Management
California
$2.55M 39,445 +1,186 +3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.48M 38,475 -1,951 -5%
HighTower Advisors
40
HighTower Advisors
Illinois
$2M 30,960 +1,290 +4%
DC
41
Davenport & Co
Virginia
$1.97M 30,460 +2,221 +8%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$1.95M 30,202 -512 -2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.92M 29,691 +333 +1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.9M 29,429 +11,674 +66%
CCA
45
Cottonwood Capital Advisors
Utah
$1.48M 25,032 -689 -3%
CWA
46
Capital Wealth Alliance
Arizona
$1.11M 17,214 +129 +0.8%
TCOO
47
Trust Company of Oklahoma
Oklahoma
$1.08M 16,808 +7,897 +89%
PAG
48
Private Advisor Group
New Jersey
$1.01M 15,722 -1,978 -11%
HA
49
HFG Advisors
Ohio
$971K 15,049 +41 +0.3%
SPWM
50
Schrum Private Wealth Management
Florida
$936K 14,506 +501 +4%
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