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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
52
Reduced
44
Closed
8
Calls
$239K
Puts
$1.83M
Net Calls
-$1.59M
Net Calls Change
-$2.15M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$808M
2
IAA
2
Independent Advisor Alliance
North Carolina
$6.45M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
ASN
4
Advisory Services Network
Georgia
$17M
5
NA
5
NewEdge Advisors
Louisiana
$21M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$292K
2
Citadel Advisors
2
Citadel Advisors
Florida
$219K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.07M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.09M
5
Jane Street
5
Jane Street
New York
$763K
Name Market Value Shares Shares
Change 		Shares
Change %
HA
51
HFG Advisors
Ohio
$980K 15,156 +593 +4%
SPWM
52
Schrum Private Wealth Management
Florida
$938K 14,506 -13,506 -48%
SI
53
Stephens Inc
Arkansas
$889K 13,750 -245 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$881K 13,629 +1,150 +9%
PAG
55
Private Advisor Group
New Jersey
$881K 13,626 -253 -2%
HAM
56
Harmony Asset Management
Arizona
$855K 13,225 -117 -0.9%
SWM
57
Spire Wealth Management
Virginia
$797K 12,330 – –
Jane Street
58
Jane Street
New York
$763K 11,801 -17,429 -60%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$748K 11,571 -6,991 -38%
SAM
60
SignalPoint Asset Management
Missouri
$718K 11,115 – –
TF
61
Tudor Financial
Ohio
$705K 10,901 +264 +2%
MWM
62
MinichMacGregor Wealth Management
New York
$691K 10,695 +131 +1%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$672K 10,400 +1,265 +14%
KAS
64
Kestra Advisory Services
Texas
$608K 9,411 +3,313 +54%
MIM
65
MTM Investment Management
South Carolina
$602K 9,322 – –
RIA
66
Realta Investment Advisors
Delaware
$592K 9,157 +1,410 +18%
MCM
67
MAI Capital Management
Ohio
$589K 9,113 -4,668 -34%
KPWS
68
Kestra Private Wealth Services
Texas
$568K 8,795 +302 +4%
MOS
69
MGO One Seven
Ohio
$563K 8,706 +8,706 New
SPIA
70
Steward Partners Investment Advisory
New York
$557K 8,612 -228 -3%
HI
71
Harbour Investments
Wisconsin
$536K 8,289 +4,649 +128%
EFP
72
Elser Financial Planning
Indiana
$517K 8,000 +8,000 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$512K 7,923 -527 -6%
IWM
74
IHT Wealth Management
Illinois
$491K 7,600 -980 -11%
PCH
75
PGIM Custom Harvest
New Jersey
$483K 7,472 +273 +4%
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3
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