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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
44
Reduced
49
Closed
15
Calls
$2.5M
Puts
$1.26M
Net Calls
+$1.24M
Net Calls Change
+$4.71M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$787M
2
Wells Fargo
2
Wells Fargo
California
$112M
3
NP
3
Nilsine Partners
Colorado
$15.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$20M
5
NC
5
NewSquare Capital
Pennsylvania
$20.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
UBS Group
3
UBS Group
Switzerland
$8.87M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$882K – – –
HAM
52
Harmony Asset Management
Arizona
$862K -$4.13K -64 -0.5%
AR
53
Apeiron RIA
Texas
$830K -$34K -527 -4%
CA
54
Cetera Advisors
Colorado
$821K +$164K +2,548 +25%
MML Investors Services
55
MML Investors Services
Massachusetts
$812K -$17.2K -266 -2%
SWM
56
Spire Wealth Management
Virginia
$796K – – –
GS
57
GTS Securities
New York
$761K – – –
SAM
58
SignalPoint Asset Management
Missouri
$718K -$1.29K -20 -0.2%
MWM
59
MinichMacGregor Wealth Management
New York
$706K -$71.1K -1,109 -9%
IWM
60
IHT Wealth Management
Illinois
$690K +$1.36K +21 +0.2%
KAS
61
Kestra Advisory Services
Texas
$666K +$352K +5,454 +112%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$656K -$33.5K -519 -5%
KPWS
63
Kestra Private Wealth Services
Texas
$630K -$47.7K -739 -7%
PFS
64
Prospera Financial Services
Texas
$630K -$20.6K -319 -3%
RIA
65
Realta Investment Advisors
Delaware
$621K +$19.5K +302 +3%
MIM
66
MTM Investment Management
South Carolina
$602K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$567K +$7.81K +121 +1%
CAN
68
Cetera Advisor Networks
California
$542K -$33K -512 -6%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$501K -$44.5K -690 -8%
LFAS
70
Level Four Advisory Services
Texas
$501K – – –
FAM
71
Family Asset Management
South Carolina
$482K – – –
Jane Street
72
Jane Street
New York
$462K -$1.6M -24,817 -78%
KNW
73
Kesler Norman & Wride
Utah
$461K +$23.6K +366 +5%
CA
74
Claro Advisors
Massachusetts
$434K -$5.03K -78 -1%
Comerica Bank
75
Comerica Bank
Texas
$423K +$43.6K +675 +11%
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3
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