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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.33B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
33
Reduced
50
Closed
14
Calls
$1.12M
Puts
$562K
Net Calls
+$562K
Net Calls Change
-$2.08M

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$12M
2
WIA
2
World Investment Advisors
California
$3.06M
3
NA
3
Navellier & Associates
Nevada
$2.73M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.81M
5
ODG
5
O'Dell Group
Ohio
$21.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.6M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$761M
4
DADC
4
D.A. Davidson & Co
Montana
$2.14M
5
Ameriprise
5
Ameriprise
Minnesota
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PPWM
26
Paragon Private Wealth Management
Kentucky
$4.03M 63,692 +386 +0.6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.79M 59,903 +1,164 +2%
Goldman Sachs
28
Goldman Sachs
New York
$3.22M 50,877 -166,300 -77%
WIA
29
World Investment Advisors
California
$3.06M 48,339 +48,339 New
Citadel Advisors
30
Citadel Advisors
Florida
$2.81M 44,343 +40,949 +1,207%
NA
31
Navellier & Associates
Nevada
$2.73M 43,128 +43,128 New
TWM
32
TriaGen Wealth Management
California
$2.54M 40,132 +284 +0.7%
TFA
33
Transamerica Financial Advisors
Florida
$2.4M 37,927 -4,194 -10%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$2.39M 37,774 -482 -1%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.37M 37,447 +1,089 +3%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.35M 37,075 -2,254 -6%
DADC
37
D.A. Davidson & Co
Montana
$2.14M 33,810 -61,037 -64%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.12M 33,462 +2,381 +8%
CWP
39
Cyndeo Wealth Partners
Florida
$2.11M 33,411 -1 -0%
Jane Street
40
Jane Street
New York
$1.85M 29,230 +9,238 +46%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.83M 28,921 +1 +0%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$1.81M 28,593 -520 -2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.78M 28,084 -5,376 -16%
SPWM
44
Schrum Private Wealth Management
Florida
$1.77M 28,012 +13,506 +93%
PWS
45
Proactive Wealth Strategies
Georgia
$1.52M 24,029 +24,029 New
CCA
46
Cottonwood Capital Advisors
Utah
$1.42M 22,404 -2,561 -10%
SAM
47
Secure Asset Management
Michigan
$1.19M 18,816 +5,067 +37%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$1.17M 18,562 +14,459 +352%
CAS
49
Coppell Advisory Solutions
Texas
$1.07M 16,812 -16,027 -49%
TCOO
50
Trust Company of Oklahoma
Oklahoma
$1.06M 16,808 – –
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