FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

141 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
55
Reduced
38
Closed
14
Calls
$1.02M
Puts
$27.3M
Net Calls
-$26.2M
Net Calls Change
+$8.56M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$687M
2
ODG
2
O'Dell Group
Ohio
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.33M
2
CAS
2
Coppell Advisory Solutions
Texas
$17K
3
NA
3
Navellier & Associates
Nevada
$0
4
AWM
4
AE Wealth Management
Kansas
$4.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
ATPW
51
Ashton Thomas Private Wealth
Arizona
$990K 19,407 +7,030 +57%
PAG
52
Private Advisor Group
New Jersey
$953K 18,684 -617 -3%
PAG
53
Private Advisory Group
Washington
$754K 14,778 +5,013 +51%
CWA
54
Capital Wealth Alliance
Arizona
$743K 14,567 +7,211 +98%
SPWM
55
Schrum Private Wealth Management
Florida
$740K 14,505 – –
SI
56
Stephens Inc
Arkansas
$697K 13,667 – –
MML Investors Services
57
MML Investors Services
Massachusetts
$678K 13,290 +2,141 +19%
AR
58
Apeiron RIA
Texas
$668K 13,086 -2,496 -16%
MIM
59
MTM Investment Management
South Carolina
$654K 12,822 – –
SWM
60
Spire Wealth Management
Virginia
$648K 12,705 -787 -6%
FTUS
61
Flow Traders U.S.
New York
$599K 11,736 +11,736 New
TCOO
62
Trust Company of Oklahoma
Oklahoma
$591K 11,589 +7,432 +179%
HA
63
HFG Advisors
Ohio
$591K 11,583 +221 +2%
SAM
64
SignalPoint Asset Management
Missouri
$569K 11,145 -666 -6%
KPWS
65
Kestra Private Wealth Services
Texas
$567K 11,106 -2,032 -15%
IWM
66
IHT Wealth Management
Illinois
$544K 10,670 +116 +1%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$519K 10,171 +10,171 New
LS
68
Leelyn Smith
Illinois
$517K 10,127 -500 -5%
PFS
69
Prospera Financial Services
Texas
$515K 10,089 +39 +0.4%
CA
70
Cetera Advisors
Colorado
$510K 9,991 -10,044 -50%
MCM
71
Monument Capital Management
Virginia
$499K 9,779 +824 +9%
RIA
72
Realta Investment Advisors
Delaware
$483K 8,751 – –
LFAS
73
Level Four Advisory Services
Texas
$433K 8,489 -2,955 -26%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$430K 8,432 -202 -2%
CAN
75
Cetera Advisor Networks
California
$425K 8,327 -282 -3%
1 2
3
4 5