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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

110 hedge funds and large institutions have $918M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
43
Reduced
23
Closed
7
Calls
$1.26M
Puts
$3.93M
Net Calls
-$2.67M
Net Calls Change
-$24K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.5M
3
NC
3
NewSquare Capital
Pennsylvania
$19.6M
4
FEG
4
Financial Enhancement Group
Indiana
$13.9M
5
Bank of America
5
Bank of America
North Carolina
$30.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$450M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.39M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.14M
4
FEM
4
Fulcrum Equity Management
Texas
$6.09M
5
PFS
5
Prospera Financial Services
Texas
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$657K -$12.3K -288 -2%
SFI
52
SPC Financial Inc
Maryland
$652K – – –
P
53
&Partners
Tennessee
$618K +$352K +8,277 +133%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$613K -$754K -17,703 -55%
MOS
55
MGO One Seven
Ohio
$605K +$67.6K +1,590 +13%
SAM
56
SignalPoint Asset Management
Missouri
$566K -$4K -94 -0.7%
FTUS
57
Flow Traders U.S.
New York
$515K +$515K +12,112 New
CAN
58
Claraphi Advisory Network
United States
$499K +$936 +22 +0.2%
RIA
59
Realta Investment Advisors
Delaware
$466K +$466K +10,950 New
SG
60
StoneX Group
New York
$460K +$52.3K +1,231 +13%
FFS
61
Founders Financial Securities
Maryland
$455K +$211K +4,948 +86%
BRWA
62
B. Riley Wealth Advisors
Florida
$451K +$451K +10,591 New
Citigroup
63
Citigroup
New York
$439K +$5.06K +119 +1%
WB
64
WesBanco Bank
West Virginia
$422K +$422K +9,910 New
CWM
65
Cornerstone Wealth Management
Missouri
$403K +$120K +2,833 +43%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$394K -$41.7K -981 -10%
SWM
67
SeaCrest Wealth Management
New York
$371K +$43 +1 +0%
CA
68
Cetera Advisors
Colorado
$366K -$11.8K -277 -3%
RFWA
69
RPg Family Wealth Advisory
Massachusetts
$357K -$9.02K -212 -2%
PAG
70
Private Advisor Group
New Jersey
$316K -$133K -3,139 -30%
AW
71
ACG Wealth
Georgia
$290K -$9.02K -212 -3%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$281K – – –
HIS
73
Harvest Investment Services
Illinois
$262K +$262K +6,170 New
IAIM
74
International Assets Investment Management
Florida
$235K – – –
OIA
75
OneDigital Investment Advisors
Kansas
$224K +$224K +5,260 New
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3
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