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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

105 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
38
Closed
7
Calls
$265K
Puts
$404K
Net Calls
-$139K
Net Calls Change
-$373K

Top Buyers

1
KCM
1
Karp Capital Management
California
$3.78M
2
FI
2
FormulaFolio Investments
Michigan
$2.56M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.19M
4
LA
4
LexAurum Advisors
Kansas
$1.39M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.14M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$63M
2
CS
2
Credit Suisse
Switzerland
$290K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.66M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
76
Sandy Spring Bank
Maryland
$57K 1,307 – –
WEC
77
Winslow Evans & Crocker
Massachusetts
$48K 1,100 – –
SPIA
78
Steward Partners Investment Advisory
New York
$45K 1,039 – –
BWP
79
Baldwin Wealth Partners
Massachusetts
$30K 690 – –
MWM
80
MinichMacGregor Wealth Management
New York
$29K 685 – –
AIM
81
Advantage Investment Management
Iowa
$28K 640 – –
GP
82
Girard Partners
Pennsylvania
$28K 650 +650 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$22K 500 – –
FHA
84
Flagship Harbor Advisors
Massachusetts
$22K 500 +500 New
US Bancorp
85
US Bancorp
Minnesota
$21K 490 – –
WWM
86
Wagner Wealth Management
South Carolina
$21K 489 – –
TIM
87
Tortoise Investment Management
New York
$20K 468 – –
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$17K 395 -110 -22%
S
89
SignatureFD
Georgia
$17K 400 – –
Deutsche Bank
90
Deutsche Bank
Germany
$14K 335 -6,770 -95%
TFA
91
Transamerica Financial Advisors
Florida
$14K 313 +5 +2%
NC
92
NewSquare Capital
Pennsylvania
$11K 253 – –
WIM
93
Westside Investment Management
California
$10.5K 242 – –
AA
94
AlphaMark Advisors
Kentucky
$9K 200 – –
ASN
95
Advisory Services Network
Georgia
$8K 178 – –
MWM
96
Mascoma Wealth Management
New Hampshire
$8K 177 – –
BWM
97
Baystate Wealth Management
Massachusetts
$7K 165 -1 -0.6%
APA
98
American Portfolios Advisors
New York
$6.52K 150 -55 -27%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$6.2K 142 – –
AA
100
Ancora Advisors
Ohio
$5K 125 +125 New
1 2 3
4
5