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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

109 hedge funds and large institutions have $242M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
32
Reduced
33
Closed
10
Calls
$48K
Puts
$277K
Net Calls
-$229K
Net Calls Change
+$190K

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$15.1M
2
NA
2
Navellier & Associates
Nevada
$12.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.68M
4
CW
4
CreativeOne Wealth
Kansas
$2.19M
5
Wells Fargo
5
Wells Fargo
California
$42.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$711K
3
WP
3
WealthSource Partners
California
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.23M
5
Morgan Stanley
5
Morgan Stanley
New York
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$525K 11,610 +11,610 New
AW
52
ACG Wealth
Georgia
$522K 11,514 -21,266 -65%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$508K 11,218 +13 +0.1%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$492K 10,846 -612 -5%
ACM
55
AlphaStar Capital Management
North Carolina
$473K 10,434 -12,726 -55%
JIP
56
Jaffetilchin Investment Partners
Florida
$452K 9,977 +161 +2%
RFWA
57
RPg Family Wealth Advisory
Massachusetts
$446K 9,849 -1,038 -10%
RIA
58
Regal Investment Advisors
Michigan
$435K 9,600 – –
SS
59
Simplicity Solutions
Minnesota
$410K 9,049 +9,049 New
SWM
60
SeaCrest Wealth Management
New York
$403K 8,900 +211 +2%
DADC
61
D.A. Davidson & Co
Montana
$397K 8,753 -13,773 -61%
Citigroup
62
Citigroup
New York
$387K 8,545 -486 -5%
SG
63
StoneX Group
New York
$305K 6,730 +6,730 New
ONB
64
Old National Bancorp
Indiana
$285K 6,297 -1,114 -15%
RA
65
RFG Advisory
Alabama
$283K 6,238 +6,238 New
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$276K 6,108 -775 -11%
FAIM
67
Financial Advocates Investment Management
Washington
$274K 6,048 +597 +11%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$257K 5,677 +5,677 New
OC
69
Oppenheimer & Co
New York
$252K 5,570 -712 -11%
NA
70
NewEdge Advisors
Louisiana
$234K 5,180 -122 -2%
BPWA
71
Beacon Pointe Wealth Advisors
California
$225K 4,979 – –
IAA
72
Independent Advisor Alliance
North Carolina
$220K 4,844 +4,844 New
1W
73
1776 Wealth
Georgia
$177K 3,906 +3,906 New
SPIA
74
Steward Partners Investment Advisory
New York
$112K 2,489 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$106K 2,329 +2,329 New
1 2
3
4 5