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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

131 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$107M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.95M
3
MCM
3
MAI Capital Management
Ohio
$1.25M
4
NA
4
NewEdge Advisors
Louisiana
$17.8M
5
ASN
5
Advisory Services Network
Georgia
$14M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$23.6M
2
LPL Financial
2
LPL Financial
California
$17M
3
Goldman Sachs
3
Goldman Sachs
New York
$13M
4
MCM
4
Monument Capital Management
Virginia
$0
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$819K 13,667 – –
HAM
52
Harmony Asset Management
Arizona
$795K 13,278 -82 -0.6%
MML Investors Services
53
MML Investors Services
Massachusetts
$755K 12,605 +23 +0.2%
SWM
54
Spire Wealth Management
Virginia
$739K 12,330 – –
PFS
55
Prospera Financial Services
Texas
$714K 11,913 +2,157 +22%
GS
56
GTS Securities
New York
$706K 11,787 – –
SAM
57
SignalPoint Asset Management
Missouri
$666K 11,125 – –
MWM
58
MinichMacGregor Wealth Management
New York
$654K 10,914 -109 -1%
IWM
59
IHT Wealth Management
Illinois
$581K 9,699 -992 -9%
KAS
60
Kestra Advisory Services
Texas
$570K 9,517 -808 -8%
MIM
61
MTM Investment Management
South Carolina
$558K 9,322 – –
SPIA
62
Steward Partners Investment Advisory
New York
$525K 8,763 -23 -0.3%
LFAS
63
Level Four Advisory Services
Texas
$519K 8,659 +170 +2%
RIA
64
Realta Investment Advisors
Delaware
$509K 8,494 -1,135 -12%
KPWS
65
Kestra Private Wealth Services
Texas
$509K 8,492 -1,267 -13%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$481K 8,025 +257 +3%
EFP
67
Elser Financial Planning
Indiana
$479K 8,000 +8,000 New
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$460K 7,680 +1,407 +22%
FAM
69
Family Asset Management
South Carolina
$447K 7,466 – –
TRCT
70
Tower Research Capital (TRC)
New York
$445K 7,428 +4,224 +132%
KNW
71
Kesler Norman & Wride
Utah
$417K 6,960 -190 -3%
CA
72
Claro Advisors
Massachusetts
$385K 6,435 -295 -4%
Comerica Bank
73
Comerica Bank
Texas
$379K 6,331 -221 -3%
GCP
74
GSA Capital Partners
United Kingdom
$367K 6,125 +6,125 New
KA
75
Kovack Advisors
Florida
$364K 6,077 +6,077 New
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3
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