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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

95 hedge funds and large institutions have $740M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
33
Increased
28
Reduced
18
Closed
14
Calls
$1.34M
Puts
$3.98M
Net Calls
-$2.64M
Net Calls Change
-$2.68M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$419M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.6M
3
Wells Fargo
3
Wells Fargo
California
$67.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.5M
5
Bank of America
5
Bank of America
North Carolina
$16.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.2M
2
TRCT
2
Tower Research Capital (TRC)
New York
$311K
3
CWM
3
Cornerstone Wealth Management
Missouri
$248K
4
FAAS
4
First Allied Advisory Services
California
$0
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Arkadios Wealth Advisors
Georgia
$27K – – –
AP
77
Atwood & Palmer
Missouri
$24K +$24K +650 New
CAN
78
Cetera Advisor Networks
California
$20K +$20K +522 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
US Bancorp
80
US Bancorp
Minnesota
$18K – – –
AF
81
Allworth Financial
California
$17K – – –
S
82
SignatureFD
Georgia
$15K – – –
WEC
83
Winslow Evans & Crocker
Massachusetts
$13K – – –
SSB
84
Sandy Spring Bank
Maryland
$12K -$37K -987 -76%
OPS
85
Orion Portfolio Solutions
Nebraska
$12K – – –
ACA
86
Aptus Capital Advisors
Alabama
$10K – – –
APA
87
American Portfolios Advisors
New York
$9.19K +$3.59K +96 +64%
WR
88
Watson Rebecca
$7K +$7K +177 New
PIMG
89
Patriot Investment Management Group
Tennessee
$5.68K +$5.68K +152 New
GI
90
Gradient Investments
Minnesota
$4K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$4K +$1.82K +45 +83%
CFA
92
Carroll Financial Associates
North Carolina
$3K – – –
CIAS
93
Capital Investment Advisory Services
North Carolina
$2K – – –
WIM
94
Westside Investment Management
California
$6 – – –
FAAS
95
First Allied Advisory Services
California
– -$297K -11,044 Closed
SCA
96
Snowden Capital Advisors
New York
– -$271K -10,100 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$241K -8,969 Closed
Jane Street
98
Jane Street
New York
– -$228K -8,502 Closed
Renaissance Technologies
99
Renaissance Technologies
New York
– -$223K -8,300 Closed
EWM
100
EPG Wealth Management
Georgia
– -$37K -1,365 Closed
1 2 3
4
5