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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

94 hedge funds and large institutions have $208M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-8
Holders Change %
-7.84%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
37
Closed
17
Calls
$33K
Puts
$452K
Net Calls
-$419K
Net Calls Change
-$80K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.75M
4
CS
4
Credit Suisse
Switzerland
$2.31M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.71M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$17K
2
NA
2
Navellier & Associates
Nevada
$0
3
Wells Fargo
3
Wells Fargo
California
$37.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.32M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Advantage Investment Management
Iowa
$27K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$25K – – –
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$25K +$8.51K +204 +52%
US Bancorp
79
US Bancorp
Minnesota
$21K – – –
AF
80
Allworth Financial
California
$19K +$19K +460 New
WEC
81
Winslow Evans & Crocker
Massachusetts
$18K – – –
FEM
82
Fulcrum Equity Management
Texas
$17K -$19.3M -448,997 -100%
S
83
SignatureFD
Georgia
$17K – – –
NFG
84
Next Financial Group
Texas
$17K – – –
AIC
85
Ameritas Investment Company
Nebraska
$10K +$10K +235 New
GSWM
86
Golden State Wealth Management
California
$8K – – –
BWM
87
Baystate Wealth Management
Massachusetts
$7K +$83 +2 +1%
CIAS
88
Capital Investment Advisory Services
North Carolina
$5K – – –
Deutsche Bank
89
Deutsche Bank
Germany
$4K – – –
NC
90
NewSquare Capital
Pennsylvania
$4K – – –
Federated Hermes
91
Federated Hermes
Pennsylvania
$4K +$4K +94 New
FEG
92
Financial Enhancement Group
Indiana
$3K -$689K -14,243 -100%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$2K -$38 -1 -2%
NA
94
Navellier & Associates
Nevada
– -$12.3M -287,544 Closed
Jane Street
95
Jane Street
New York
– -$2.02M -47,087 Closed
CW
96
CreativeOne Wealth
Kansas
– -$1.85M -43,305 Closed
CA
97
Cetera Advisors
Colorado
– -$700K -16,317 Closed
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
– -$412K -9,629 Closed
MA
99
Mutual Advisors
Nebraska
– -$362K -8,444 Closed
DLHL
100
Donald L. Hagan LLC
Florida
– -$343K -8,021 Closed
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4
5