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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

94 hedge funds and large institutions have $208M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-8
Holders Change %
-7.84%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
37
Closed
17
Calls
$33K
Puts
$452K
Net Calls
-$419K
Net Calls Change
-$80K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.75M
4
CS
4
Credit Suisse
Switzerland
$2.31M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.71M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$17K
2
NA
2
Navellier & Associates
Nevada
$0
3
Wells Fargo
3
Wells Fargo
California
$37.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.32M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
51
Jaffetilchin Investment Partners
Florida
$413K +$37K +880 +10%
RIA
52
Regal Investment Advisors
Michigan
$404K – – –
AAS
53
Avantax Advisory Services
Texas
$382K +$22.1K +525 +6%
Citigroup
54
Citigroup
New York
$380K -$90.9K -2,161 -19%
SWP
55
Stratos Wealth Partners
Ohio
$376K -$30.5K -725 -8%
SWM
56
SeaCrest Wealth Management
New York
$365K +$168 +4 +0%
PAG
57
Private Advisor Group
New Jersey
$350K +$49.3K +1,170 +16%
VCM
58
Virtue Capital Management
Tennessee
$334K +$334K +7,936 New
ONB
59
Old National Bancorp
Indiana
$312K – – –
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$305K -$1.25M -29,803 -80%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$289K -$252 -6 -0.1%
AWM
62
AE Wealth Management
Kansas
$280K +$280K +6,670 New
OC
63
Oppenheimer & Co
New York
$264K -$10.2K -243 -4%
DAS
64
Dynamic Advisor Solutions
Arizona
$240K -$5.22K -124 -2%
BRWA
65
B. Riley Wealth Advisors
Florida
$232K +$2.15K +51 +0.9%
APA
66
American Portfolios Advisors
New York
$229K +$17K +405 +8%
FAIM
67
Financial Advocates Investment Management
Washington
$229K – – –
NA
68
NewEdge Advisors
Louisiana
$223K -$63.6K -1,512 -22%
BPWA
69
Beacon Pointe Wealth Advisors
California
$210K -$55.4K -1,313 -21%
CFGS
70
Concourse Financial Group Securities
Alabama
$106K -$98.6K -2,341 -48%
SPIA
71
Steward Partners Investment Advisory
New York
$104K +$60.6K +1,450 +140%
VFA
72
Valeo Financial Advisors
Indiana
$84K – – –
SSB
73
Sandy Spring Bank
Maryland
$55K – – –
GWM
74
Geneos Wealth Management
Colorado
$48K – – –
GWMIA
75
Global Wealth Management Investment Advisory
Florida
$31K +$31K +732 New
1 2
3
4 5