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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

115 hedge funds and large institutions have $182M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
54
Closed
12
Calls
$3.83M
Puts
$81.4M
Net Calls
-$77.5M
Net Calls Change
-$28.8M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3M
2
CI
2
CX Institutional
Indiana
$749K
3
IP
3
Ignite Planners
California
$520K
4
CA
4
CoreCap Advisors
Michigan
$792K
5
CWA
5
Capital Wealth Alliance
Arizona
$668K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.29M
4
Citadel Advisors
4
Citadel Advisors
Florida
$664K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
51
Aveo Capital Partners
Colorado
$254K 5,268 +5,268 New
HI
52
Harbour Investments
Wisconsin
$248K 5,151 -5,002 -49%
IAIM
53
International Assets Investment Management
Florida
$246K 5,114 -1,358 -21%
KDA
54
Kraft Davis & Associates
Missouri
$241K 4,381 +4,381 New
SWP
55
Stratos Wealth Partners
Ohio
$229K 4,749 +2 +0%
OC
56
Oppenheimer & Co
New York
$228K 4,731 -699 -13%
TSS
57
Two Sigma Securities
New York
$222K 4,616 +4,616 New
SCA
58
Snowden Capital Advisors
New York
$211K 4,370 -8,352 -66%
SF
59
Synovus Financial
Georgia
$211K 4,370 +4,370 New
IA
60
IFG Advisory
Georgia
$210K 4,373 -2,032 -32%
LMKC
61
L.M. Kohn & Company
Ohio
$210K 4,352 -310 -7%
PPWM
62
Paragon Private Wealth Management
Kentucky
$209K 4,342 – –
MCM
63
MAI Capital Management
Ohio
$201K 4,167 +4,167 New
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$150K 3,105 +488 +19%
FFA
65
Founders Financial Alliance
North Carolina
$139K 2,876 – –
BFEC
66
Benjamin F. Edwards & Company
Missouri
$114K 2,373 – –
CTB
67
Country Trust Bank
Illinois
$93K 1,931 – –
NA
68
NewEdge Advisors
Louisiana
$72.5K 16,304 +118 +0.7%
MCC
69
Money Concepts Capital
Florida
$58.6K 1,217 +869 +250%
HNWAG
70
High Net Worth Advisory Group
Florida
$52.2K 1,083 – –
US Bancorp
71
US Bancorp
Minnesota
$48.5K 1,007 +1,007 New
CFGS
72
Concourse Financial Group Securities
Alabama
$48.2K 1,000 – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$45.6K 946 -26 -3%
FFA
74
Farther Finance Advisors
California
$43.1K 895 +895 New
RBC
75
Romano Brothers & Co
Illinois
$29.4K 611 +611 New
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3
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