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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.25B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+15
Holders Change %
+11.63%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
25
Increased
48
Reduced
38
Closed
10
Calls
$1.89M
Puts
$36.7M
Net Calls
-$34.8M
Net Calls Change
+$13.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.5M
2
NC
2
NewSquare Capital
Pennsylvania
$14.6M
3
VCM
3
Virtue Capital Management
Tennessee
$9.98M
4
Truist Financial
4
Truist Financial
North Carolina
$12.3M
5
CWP
5
Cyndeo Wealth Partners
Florida
$6.88M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$20.1M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$2.76M
3
Wells Fargo
3
Wells Fargo
California
$90.2M
4
PAG
4
Private Advisor Group
New Jersey
$1.07M
5
AWM
5
AE Wealth Management
Kansas
$8.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$938K 16,995 +16,995 New
GCP
52
GSA Capital Partners
United Kingdom
$893K 16,168 +16,168 New
WAP
53
Wealthcare Advisory Partners
Pennsylvania
$891K 16,146 +804 +5%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$863K 15,622 +7,611 +95%
AR
55
Apeiron RIA
Texas
$860K 15,582 +22 +0.1%
SPWM
56
Schrum Private Wealth Management
Florida
$801K 14,505 – –
SI
57
Stephens Inc
Arkansas
$755K 13,667 -1 -0%
SWM
58
Spire Wealth Management
Virginia
$745K 13,492 -22 -0.2%
Marshall Wace
59
Marshall Wace
United Kingdom
$736K 13,322 +13,322 New
KPWS
60
Kestra Private Wealth Services
Texas
$725K 13,138 +3,963 +43%
MIM
61
MTM Investment Management
South Carolina
$708K 12,822 – –
ATPW
62
Ashton Thomas Private Wealth
Arizona
$683K 12,377 -121 -1%
SAM
63
SignalPoint Asset Management
Missouri
$652K 11,811 -10 -0.1%
ODG
64
O'Dell Group
Ohio
$651K 11,796 – –
LFAS
65
Level Four Advisory Services
Texas
$632K 11,444 – –
HA
66
HFG Advisors
Ohio
$627K 11,362 +1,946 +21%
MML Investors Services
67
MML Investors Services
Massachusetts
$616K 11,149 +287 +3%
LS
68
Leelyn Smith
Illinois
$587K 10,627 +631 +6%
IWM
69
IHT Wealth Management
Illinois
$583K 10,554 -1,111 -10%
KAS
70
Kestra Advisory Services
Texas
$574K 10,392 -3,308 -24%
PFS
71
Prospera Financial Services
Texas
$555K 10,050 -75 -0.7%
OC
72
Oppenheimer & Co
New York
$545K 9,864 +2,186 +28%
PAG
73
Private Advisory Group
Washington
$539K 9,765 +972 +11%
AWM
74
Apollon Wealth Management
South Carolina
$539K 9,757 +9,757 New
MCM
75
Monument Capital Management
Virginia
$494K 8,955 +8,955 New
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