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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

131 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$107M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.95M
3
MCM
3
MAI Capital Management
Ohio
$1.25M
4
NA
4
NewEdge Advisors
Louisiana
$17.8M
5
ASN
5
Advisory Services Network
Georgia
$14M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$23.6M
2
LPL Financial
2
LPL Financial
California
$17M
3
Goldman Sachs
3
Goldman Sachs
New York
$13M
4
MCM
4
Monument Capital Management
Virginia
$0
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$5.68M 94,847 +1,286 +1%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$4.65M 77,644 -7,284 -9%
PPWM
28
Paragon Private Wealth Management
Kentucky
$3.79M 63,306 +473 +0.8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.52M 58,739 +2,428 +4%
TFA
30
Transamerica Financial Advisors
Florida
$2.52M 42,121 – –
TWM
31
TriaGen Wealth Management
California
$2.39M 39,848 +403 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.36M 39,329 -3,830 -9%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.29M 38,256 -219 -0.6%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.18M 36,358 +6,156 +20%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2M 33,460 -10,427 -24%
CWP
36
Cyndeo Wealth Partners
Florida
$2M 33,412 -7,136 -18%
CAS
37
Coppell Advisory Solutions
Texas
$1.97M 32,839 +32,839 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.86M 31,081 +1,390 +5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.74M 29,113 -316 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.73M 28,920 -2,040 -7%
CCA
41
Cottonwood Capital Advisors
Utah
$1.47M 24,965 -67 -0.3%
MCM
42
MAI Capital Management
Ohio
$1.25M 20,912 +20,912 New
Jane Street
43
Jane Street
New York
$1.2M 19,992 +12,827 +179%
CWA
44
Capital Wealth Alliance
Arizona
$1.04M 17,322 +108 +0.6%
TCOO
45
Trust Company of Oklahoma
Oklahoma
$1.01M 16,808 – –
PAG
46
Private Advisor Group
New Jersey
$903K 15,071 -651 -4%
HA
47
HFG Advisors
Ohio
$876K 14,620 -429 -3%
AR
48
Apeiron RIA
Texas
$872K 14,552 +1,687 +13%
SPWM
49
Schrum Private Wealth Management
Florida
$869K 14,506 – –
SAM
50
Secure Asset Management
Michigan
$824K 13,749 +13,749 New
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