FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

109 hedge funds and large institutions have $1.89B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 50 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
3.05%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
12
Increased
50
Reduced
33
Closed
13
Calls
$826K
Puts
$255K
Net Calls
+$571K
Net Calls Change
+$270K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$708M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.7M
3
ACM
3
Aviance Capital Management
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$295M
5
TFA
5
Transamerica Financial Advisors
Florida
$22.6M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
Wells Fargo
2
Wells Fargo
California
$219M
3
Bank of America
3
Bank of America
North Carolina
$76.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.7M
5
LPL Financial
5
LPL Financial
California
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
76
National Planning Corporation
California
$485K 13,555 +741 +6%
VFA
77
Voya Financial Advisors
Connecticut
$457K 13,634 +5,053 +59%
MC
78
Moors & Cabot
Massachusetts
$421K 12,309 -119 -1%
WA
79
WFG Advisors
Texas
$407K 11,866 +1,300 +12%
CAM
80
Concorde Asset Management
Michigan
$385K 11,231 -727 -6%
HI
81
Horizon Investments
North Carolina
$382K 11,153 -9,881 -47%
V
82
Veritable
Delaware
$381K 11,128 – –
FFS
83
Founders Financial Securities
Maryland
$379K 11,052 -9,937 -47%
M&T Bank
84
M&T Bank
New York
$373K 10,888 +1,057 +11%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$371K 10,162 +3,902 +62%
Brown Advisory
86
Brown Advisory
Maryland
$370K 10,805 – –
KA
87
Kovack Advisors
Florida
$338K 9,870 -512 -5%
US Bancorp
88
US Bancorp
Minnesota
$328K 9,577 +1,777 +23%
FIM
89
Freedom Investment Management
Connecticut
$300K 5,815 -12,736 -69%
WS
90
Wedbush Securities
California
$298K 8,709 +702 +9%
ICAS
91
Investors Capital Advisory Services
Massachusetts
$249K 7,279 +18 +0.2%
BF
92
BOK Financial
Oklahoma
$238K 6,933 – –
WEC
93
Winslow Evans & Crocker
Massachusetts
$222K 6,488 -682 -10%
AIM
94
Advantage Investment Management
Iowa
$122K 3,557 +3,557 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$59K 1,717 – –
FAM
96
Formidable Asset Management
Ohio
$48K 1,409 – –
IPC
97
Independent Portfolio Consultants
Florida
$39K 1,125 +115 +11%
SCA
98
Strategic Capital Alternatives
United States
$36K 1,056 +1,056 New
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K 667 – –
ASN
100
Advisory Services Network
Georgia
$20K 592 +1 +0.2%
1 2 3
4
5