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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

100 hedge funds and large institutions have $197M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
29
Reduced
32
Closed
14
Calls
$93K
Puts
$17K
Net Calls
+$76K
Net Calls Change
-$232K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$16.4M
2
LPL Financial
LPL Financial
California
$6.62M
3
Bank of America
Bank of America
North Carolina
$14.3M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$6.58M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.97M

Top Sellers

1
W
WealthOne
New York
$1.22M
2
Morgan Stanley
Morgan Stanley
New York
$23M
3
CS
Credit Suisse
Switzerland
$2.44M
4
UBS Group
UBS Group
Switzerland
$15.3M
5
Wells Fargo
Wells Fargo
California
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
51
Jaffetilchin Investment Partners
Florida
$376K +$376K +8,939 New
NA
52
NewEdge Advisors
Louisiana
$364K +$106K +2,510 +41%
SWM
53
SeaCrest Wealth Management
New York
$351K +$14.8K +352 +4%
FAM
54
Formidable Asset Management
Ohio
$334K +$334K +2,090 New
CWM
55
Cornerstone Wealth Management
Missouri
$326K +$326K +2,973 New
ONB
56
Old National Bancorp
Indiana
$312K -$68.2K -1,619 -18%
OC
57
Oppenheimer & Co
New York
$292K +$11.2K +267 +4%
AAS
58
Avantax Advisory Services
Texas
$279K +$337 +8 +0.1%
BPWA
59
Beacon Pointe Wealth Advisors
California
$265K – – –
BRWA
60
B. Riley Wealth Advisors
Florida
$249K +$12.2K +290 +5%
DAS
61
Dynamic Advisor Solutions
Arizona
$245K -$19.9K -472 -7%
KWM
62
Kingsview Wealth Management
Oregon
$240K +$240K +5,698 New
FAIM
63
Financial Advocates Investment Management
Washington
$240K +$240K +5,699 New
DLHL
64
Donald L. Hagan LLC
Florida
$238K +$238K +5,649 New
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$231K +$231K +5,513 New
AT
66
Arden Trust
Delaware
$219K +$219K +5,210 New
SPC
67
Sigma Planning Corp
Michigan
$213K +$213K +5,053 New
ACM
68
AlphaStar Capital Management
North Carolina
$202K -$732K -19,208 -78%
PAG
69
Private Advisor Group
New Jersey
$202K +$202K +4,798 New
TRCT
70
Tower Research Capital (TRC)
New York
$192K -$739K -17,527 -79%
GTAM
71
Global Trust Asset Management
Florida
$173K +$173K +4,100 New
CFGS
72
Concourse Financial Group Securities
Alabama
$165K +$45.4K +1,079 +38%
WP
73
WealthShield Partners
North Carolina
$103K +$103K +2,448 New
CA
74
Cetera Advisors
Colorado
$98K +$98K +2,296 New
CF
75
Centaurus Financial
California
$86.5K +$12.4K +521 +17%
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