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First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $204M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $642K

25.8% more ownership

Funds ownership: 36.5%62.31% (+26%)

1% less funds holding

Funds holding: 125124 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

57% less capital invested

Capital invested by funds: $481M → $204M (-$276M)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 60

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$377K -$20.7K -349 -6%
MCM
52
MAI Capital Management
Ohio
$372K -$62.7K -1,058 -15%
MQWP
53
Morey & Quinn Wealth Partners
Nebraska
$319K
Creative Planning
54
Creative Planning
Kansas
$299K +$279K +4,717 New
OC
55
Oppenheimer & Co
New York
$274K -$2.43K -41 -0.9%
TSS
56
Two Sigma Securities
New York
$265K -$451K -7,609 -65%
SCA
57
Snowden Capital Advisors
New York
$262K -$52K -877 -18%
SWP
58
Stratos Wealth Partners
Ohio
$259K +$178 +3 +0.1%
SF
59
Synovus Financial
Georgia
$249K
N
60
Natixis
France
$249K -$18.9K -319 -7%
QC
61
Quadrature Capital
United Kingdom
$245K +$229K +3,869 New
P
62
&Partners
Tennessee
$240K -$68.8K -1,161 -23%
BA
63
Ballew Advisors
Mississippi
$238K +$215K +3,632 New
SG
64
StoneX Group
New York
$217K +$202K +3,415 New
Jones Financial Companies
65
Jones Financial Companies
Missouri
$216K +$57.4K +969 +40%
IAIM
66
International Assets Investment Management
Florida
$210K +$196K +3,313 New
TA
67
TruWealth Advisors
Louisiana
$207K +$193K +3,265 New
CA
68
CoreCap Advisors
Michigan
$196K -$9.42K -159 -5%
CI
69
CX Institutional
Indiana
$195K -$1.62M -27,270 -90%
IA
70
IFP Advisors
Florida
$172K +$28.4K +480 +21%
Comerica Bank
71
Comerica Bank
Texas
$152K -$29.1K -491 -17%
TWM
72
Topsail Wealth Management
North Carolina
$146K -$86.7K -1,463 -39%
FFA
73
Founders Financial Alliance
North Carolina
$145K -$45K -759 -25%
RFG
74
REAP Financial Group
Texas
$101K -$58K -979 -38%
BlackRock
75
BlackRock
New York
$76.1K

FXD Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2025, worth a combined $204M — down 57% from $481M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FXD and 17 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 15 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.59M. The largest seller was Susquehanna International Group, cutting an estimated $128M.

  • 124 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2025, down from 125 in Q1 2025.
  • Funds reported $204M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2025, down 57% quarter-over-quarter.
  • 17 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of -1 holder.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $7.59M added.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2025.