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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

102 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
17
Increased
38
Reduced
28
Closed
14
Calls
$92K
Puts
$431K
Net Calls
-$339K
Net Calls Change
-$415K

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$18.9M
2
NA
2
Navellier & Associates
Nevada
$12.3M
3
UBS Group
3
UBS Group
Switzerland
$20.8M
4
CF
4
Centaurus Financial
California
$3.68M
5
AA
5
Advisory Alpha
Michigan
$2.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.1M
2
FTS
2
Fifth Third Securities
Ohio
$0
3
CS
3
Credit Suisse
Switzerland
$708K
4
W
4
WealthOne
New York
$0
5
PGA
5
Premia Global Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$479K -$4.84K -113 -1%
RFWA
52
RPg Family Wealth Advisory
Massachusetts
$476K -$73.5K -1,717 -13%
RFM
53
Royal Fund Management
Florida
$434K +$434K +10,145 New
KWM
54
Kingsview Wealth Management
Oregon
$420K +$176K +4,105 +72%
SWP
55
Stratos Wealth Partners
Ohio
$414K -$29.4K -685 -7%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$412K -$159K -3,705 -28%
RIA
57
Regal Investment Advisors
Michigan
$411K – – –
JIP
58
Jaffetilchin Investment Partners
Florida
$383K -$129 -3 -0%
SPC
59
Sigma Planning Corp
Michigan
$383K +$167K +3,897 +77%
SWM
60
SeaCrest Wealth Management
New York
$372K +$14.6K +342 +4%
AAS
61
Avantax Advisory Services
Texas
$366K +$82.2K +1,922 +29%
MA
62
Mutual Advisors
Nebraska
$362K +$362K +8,444 New
DLHL
63
Donald L. Hagan LLC
Florida
$343K +$101K +2,372 +42%
ONB
64
Old National Bancorp
Indiana
$317K – – –
PAG
65
Private Advisor Group
New Jersey
$306K +$100K +2,345 +49%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$295K +$58.9K +1,376 +25%
NA
67
NewEdge Advisors
Louisiana
$292K -$78.7K -1,836 -21%
WSTAM
68
Wilbanks Smith & Thomas Asset Management
Virginia
$291K +$291K +6,791 New
OC
69
Oppenheimer & Co
New York
$279K -$18.2K -426 -6%
BPWA
70
Beacon Pointe Wealth Advisors
California
$269K – – –
DAS
71
Dynamic Advisor Solutions
Arizona
$249K – – –
BRWA
72
B. Riley Wealth Advisors
Florida
$234K -$19.1K -447 -8%
FAIM
73
Financial Advocates Investment Management
Washington
$233K -$10.6K -248 -4%
APA
74
American Portfolios Advisors
New York
$216K +$195K +4,549 +915%
CFGS
75
Concourse Financial Group Securities
Alabama
$208K +$39.9K +933 +24%
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