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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

136 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
+14
Holders Change %
+11.48%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
31
Increased
51
Reduced
32
Closed
14
Calls
$2.81M
Puts
$3.16M
Net Calls
-$347K
Net Calls Change
-$4.02M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$146M
2
Morgan Stanley
2
Morgan Stanley
New York
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Stifel Financial
4
Stifel Financial
Missouri
$16.5M
5
DADC
5
D.A. Davidson & Co
Montana
$10.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$4.82M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$594M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
Bank of America
5
Bank of America
North Carolina
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
51
Capital Wealth Alliance
Arizona
$1.5M 25,835 +16,808 +186%
PAG
52
Private Advisor Group
New Jersey
$1.4M 23,992 +11,017 +85%
LFAS
53
Level Four Advisory Services
Texas
$1.31M 22,463 -351 -2%
ATPW
54
Ashton Thomas Private Wealth
Arizona
$1.23M 21,063 +653 +3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.12M 19,211 +2,740 +17%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.01M 17,357 -11,715 -40%
WS
57
Wedbush Securities
California
$963K 16,548 +3,772 +30%
SI
58
Stephens Inc
Arkansas
$898K 15,429 – –
SFI
59
SPC Financial Inc
Maryland
$876K 15,050 -280 -2%
AWM
60
AE Wealth Management
Kansas
$818K 14,050 +7,807 +125%
BFA
61
Brendel Financial Advisors
New Hampshire
$787K 13,519 +13,519 New
SG
62
StoneX Group
New York
$751K 12,912 +1,297 +11%
MIM
63
MTM Investment Management
South Carolina
$737K 12,657 – –
MML Investors Services
64
MML Investors Services
Massachusetts
$716K 12,301 -7,417 -38%
P
65
&Partners
Tennessee
$712K 12,232 – –
MOS
66
MGO One Seven
Ohio
$700K 12,040 -379 -3%
SAM
67
SignalPoint Asset Management
Missouri
$698K 11,999 -679 -5%
CFGS
68
Concourse Financial Group Securities
Alabama
$663K 11,390 +8,849 +348%
CAN
69
Claraphi Advisory Network
United States
$658K 11,301 -807 -7%
KCM
70
Kennicott Capital Management
California
$625K 10,739 +10,739 New
Citigroup
71
Citigroup
New York
$616K 10,579 +363 +4%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$600K 10,303 +512 +5%
IAIM
73
International Assets Investment Management
Florida
$596K 10,936 +5,468 +100%
CWM
74
Cornerstone Wealth Management
Missouri
$574K 9,864 +1,067 +12%
CA
75
Cetera Advisors
Colorado
$571K 9,814 +137 +1%
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3
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