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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
52
Reduced
44
Closed
8
Calls
$239K
Puts
$1.83M
Net Calls
-$1.59M
Net Calls Change
-$2.15M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$808M
2
IAA
2
Independent Advisor Alliance
North Carolina
$6.45M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
ASN
4
Advisory Services Network
Georgia
$17M
5
NA
5
NewEdge Advisors
Louisiana
$21M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$292K
2
Citadel Advisors
2
Citadel Advisors
Florida
$219K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.07M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.09M
5
Jane Street
5
Jane Street
New York
$763K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$4.13M 63,871 -2,399 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.95M 61,043 +1,140 +2%
Goldman Sachs
28
Goldman Sachs
New York
$3.21M 49,623 -1,254 -2%
NA
29
Navellier & Associates
Nevada
$3.19M 49,342 +6,214 +14%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.72M 42,095 +5,020 +14%
TWM
31
TriaGen Wealth Management
California
$2.49M 38,493 -1,639 -4%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$2.41M 37,252 -522 -1%
TFA
33
Transamerica Financial Advisors
Florida
$2.36M 36,443 -1,484 -4%
DADC
34
D.A. Davidson & Co
Montana
$2.24M 34,663 +853 +3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.19M 33,947 +485 +1%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.04M 31,586 -5,861 -16%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.95M 30,132 +1,539 +5%
CWP
38
Cyndeo Wealth Partners
Florida
$1.86M 28,802 -4,609 -14%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.73M 26,812 -2,109 -7%
CAS
40
Coppell Advisory Solutions
Texas
$1.64M 25,296 +8,484 +50%
PWS
41
Proactive Wealth Strategies
Georgia
$1.56M 24,195 +166 +0.7%
CCA
42
Cottonwood Capital Advisors
Utah
$1.43M 22,105 -299 -1%
SG
43
StoneX Group
New York
$1.4M 21,614 +21,614 New
TS
44
TradeWell Securities
Indiana
$1.28M 19,732 +19,732 New
CWA
45
Capital Wealth Alliance
Arizona
$1.28M 19,728 +5,508 +39%
SAM
46
Secure Asset Management
Michigan
$1.27M 19,602 +786 +4%
DIP
47
Davis Investment Partners
North Carolina
$1.13M 17,665 +3,646 +26%
TCOO
48
Trust Company of Oklahoma
Oklahoma
$1.09M 16,808 – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.02M 15,770 -12,314 -44%
AR
50
Apeiron RIA
Texas
$996K 15,411 +739 +5%
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