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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

105 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
38
Closed
7
Calls
$265K
Puts
$404K
Net Calls
-$139K
Net Calls Change
-$373K

Top Buyers

1
KCM
1
Karp Capital Management
California
$3.78M
2
FI
2
FormulaFolio Investments
Michigan
$2.56M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.19M
4
LA
4
LexAurum Advisors
Kansas
$1.39M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.14M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$63M
2
CS
2
Credit Suisse
Switzerland
$290K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.66M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
51
HL Financial Services
Kentucky
$514K 11,820 +3,946 +50%
PGA
52
Premia Global Advisors
Florida
$505K 11,639 +11,639 New
DADC
53
D.A. Davidson & Co
Montana
$503K 11,564 +1,827 +19%
AI
54
Atria Investments
North Carolina
$501K 11,528 +828 +8%
ONB
55
Old National Bancorp
Indiana
$393K 9,030 -420 -4%
CA
56
Cetera Advisors
Colorado
$361K 8,285 +8,285 New
SWM
57
SeaCrest Wealth Management
New York
$347K 7,987 +7 +0.1%
DLHL
58
Donald L. Hagan LLC
Florida
$339K 7,793 +564 +8%
CS
59
Credit Suisse
Switzerland
$290K 6,663 -180,157 -96%
CC
60
Cedar Capital
Illinois
$274K 6,292 +6,292 New
DAS
61
Dynamic Advisor Solutions
Arizona
$273K 6,290 +1 +0%
TRCT
62
Tower Research Capital (TRC)
New York
$262K 6,019 +3,011 +100%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$256K 5,899 -1,737 -23%
NA
64
NewEdge Advisors
Louisiana
$255K 5,864 +508 +9%
CIAS
65
Capital Investment Advisory Services
North Carolina
$254K 5,833 -146 -2%
BRWA
66
B. Riley Wealth Advisors
Florida
$242K 5,549 +412 +8%
RIA
67
Regal Investment Advisors
Michigan
$241K 5,545 -4,900 -47%
PFS
68
Prospera Financial Services
Texas
$240K 5,680 -500 -8%
FAIM
69
Financial Advocates Investment Management
Washington
$215K 4,955 -1,007 -17%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$200K 4,605 +4,605 New
CFGS
71
Concourse Financial Group Securities
Alabama
$93K 2,132 +2,132 New
VFA
72
Valeo Financial Advisors
Indiana
$80K 1,986 – –
CI
73
CX Institutional
Indiana
$68K 1,559 +1,559 New
TPWA
74
TRUE Private Wealth Advisors
Oregon
$65.5K 1,506 +1,506 New
GWM
75
Geneos Wealth Management
Colorado
$63K 1,458 +300 +26%
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3
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