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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

145 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.47M
Net Calls Change
+$22.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
UBS Group
2
UBS Group
Switzerland
$12.7M
3
LPL Financial
3
LPL Financial
California
$22.9M
4
GA
4
Gateway Advisory
New Jersey
$5.53M
5
NA
5
Navellier & Associates
Nevada
$3.74M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$705M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.06M
4
NC
4
NewSquare Capital
Pennsylvania
$14.5M
5
Wells Fargo
5
Wells Fargo
California
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$981K 16,846 -80,826 -83%
Citadel Advisors
52
Citadel Advisors
Florida
$911K 15,448 +11,074 +253%
HA
53
HFG Advisors
Ohio
$885K 15,008 +3,425 +30%
SPWM
54
Schrum Private Wealth Management
Florida
$826K 14,005 -500 -3%
SI
55
Stephens Inc
Arkansas
$806K 13,667 – –
HAM
56
Harmony Asset Management
Arizona
$792K 13,424 +13,424 New
AR
57
Apeiron RIA
Texas
$790K 13,392 +306 +2%
MML Investors Services
58
MML Investors Services
Massachusetts
$758K 12,848 -442 -3%
MWM
59
MinichMacGregor Wealth Management
New York
$716K 12,132 -53,666 -82%
SWM
60
Spire Wealth Management
Virginia
$708K 12,330 -375 -3%
GS
61
GTS Securities
New York
$695K 11,787 +11,787 New
FTUS
62
Flow Traders U.S.
New York
$667K 11,307 -429 -4%
MCM
63
Monument Capital Management
Virginia
$657K 11,139 +1,360 +14%
SAM
64
SignalPoint Asset Management
Missouri
$657K 11,145 – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$630K 10,690 +519 +5%
IWM
66
IHT Wealth Management
Illinois
$629K 10,670 – –
KPWS
67
Kestra Private Wealth Services
Texas
$619K 10,498 -608 -5%
CA
68
Cetera Advisors
Colorado
$600K 10,176 +185 +2%
PFS
69
Prospera Financial Services
Texas
$594K 10,075 -14 -0.1%
RIA
70
Realta Investment Advisors
Delaware
$550K 9,327 +576 +7%
MIM
71
MTM Investment Management
South Carolina
$550K 9,322 -3,500 -27%
TCOO
72
Trust Company of Oklahoma
Oklahoma
$526K 8,911 -2,678 -23%
CAN
73
Cetera Advisor Networks
California
$526K 8,910 +583 +7%
SPIA
74
Steward Partners Investment Advisory
New York
$511K 8,665 +1,476 +21%
LFAS
75
Level Four Advisory Services
Texas
$501K 8,489 – –
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