We are live on ! Find out more
FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $204M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $642K

25.8% more ownership

Funds ownership: 36.5%62.31% (+26%)

1% less funds holding

Funds holding: 125124 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

57% less capital invested

Capital invested by funds: $481M → $204M (-$276M)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 60

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Cottonwood Capital Advisors
Utah
$1.39M -$4.09K -69 -0.3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.34M -$556K -9,381 -31%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.29M -$4.27M -72,046 -78%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.19M -$618K -10,428 -36%
FTUS
30
Flow Traders U.S.
New York
$1M -$996K -16,807 -52%
PCH
31
PGIM Custom Harvest
New Jersey
$959K -$14.3M -240,829 -94%
HighTower Advisors
32
HighTower Advisors
Illinois
$945K -$695K -11,729 -44%
SPWM
33
Schrum Private Wealth Management
Florida
$920K
KAS
34
Kestra Advisory Services
Texas
$876K +$318K +5,362 +63%
SI
35
Stephens Inc
Arkansas
$867K
MML Investors Services
36
MML Investors Services
Massachusetts
$846K -$585K -9,878 -43%
NA
37
NewEdge Advisors
Louisiana
$797K -$742K -12,533 -50%
CAS
38
Coppell Advisory Solutions
Texas
$762K
PAG
39
Private Advisor Group
New Jersey
$746K -$55.5K -937 -7%
FFA
40
Farther Finance Advisors
California
$700K -$178 -3 -0%
RFWA
41
RPg Family Wealth Advisory
Massachusetts
$673K -$8.89K -150 -1%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$649K +$377K +6,372 +165%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$578K -$33.1K -559 -6%
MIM
44
MTM Investment Management
South Carolina
$551K -$37.9K -639 -7%
SFA
45
Sequoia Financial Advisors
Ohio
$512K
IWM
46
IHT Wealth Management
Illinois
$478K -$2.07K -35 -0.5%
KPWS
47
Kestra Private Wealth Services
Texas
$446K -$64.9K -1,096 -13%
SPIA
48
Steward Partners Investment Advisory
New York
$428K -$95.6K -1,613 -19%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$420K -$72.7K -1,228 -16%
CWA
50
Capital Wealth Alliance
Arizona
$393K -$18.7K -315 -5%

FXD Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2025, worth a combined $204M — down 57% from $481M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FXD and 17 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 15 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.59M. The largest seller was Susquehanna International Group, cutting an estimated $128M.

  • 124 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2025, down from 125 in Q1 2025.
  • Funds reported $204M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2025, down 57% quarter-over-quarter.
  • 17 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of -1 holder.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $7.59M added.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2025.