FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

94 hedge funds and large institutions have $276M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
26
Reduced
36
Closed
17
Calls
$244K
Puts
$10K
Net Calls
+$234K
Net Calls Change
+$225K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.91M
2
CS
2
Credit Suisse
Switzerland
$7.92M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.69M
4
WP
4
WealthSource Partners
California
$1.58M
5
VCM
5
Virtue Capital Management
Tennessee
$2.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$70.3M
2
NA
2
Navellier & Associates
Nevada
$0
3
LPL Financial
3
LPL Financial
California
$4.98M
4
UBS Group
4
UBS Group
Switzerland
$25.6M
5
RJA
5
Raymond James & Associates
Florida
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
76
Wagner Wealth Management
South Carolina
$21K 489 – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$21K 500 – –
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$21K 505 +110 +28%
TIM
79
Tortoise Investment Management
New York
$20K 468 – –
S
80
SignatureFD
Georgia
$17K 400 – –
TFA
81
Transamerica Financial Advisors
Florida
$14K 308 -50 -14%
NC
82
NewSquare Capital
Pennsylvania
$11K 253 – –
SMFS
83
Squar Milner Financial Services
California
$11K 267 +267 New
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$11K 270 +270 New
WIM
85
Westside Investment Management
California
$10.2K 242 – –
APA
86
American Portfolios Advisors
New York
$8.68K 205 – –
AA
87
AlphaMark Advisors
Kentucky
$8K 200 – –
MWM
88
Mascoma Wealth Management
New Hampshire
$8K 177 – –
ASN
89
Advisory Services Network
Georgia
$8K 178 – –
BWM
90
Baystate Wealth Management
Massachusetts
$7K 166 +1 +0.6%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$6.04K 142 – –
NWM
92
Northwest Wealth Management
Iowa
$4K 86 – –
KJWM
93
Kiley Juergens Wealth Management
Washington
$2K 52 +52 New
NA
94
NewEdge Advisors
Louisiana
$226 5,356 +30 +0.6%
NA
95
Navellier & Associates
Nevada
– – -510,417 Closed
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
– – -38,601 Closed
FI
97
FormulaFolio Investments
Michigan
– – -37,899 Closed
LCM
98
Logan Capital Management
Pennsylvania
– – -32,000 Closed
LA
99
LexAurum Advisors
Kansas
– – -27,285 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– – -23,093 Closed
1 2 3
4
5