FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

110 hedge funds and large institutions have $918M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
43
Reduced
23
Closed
7
Calls
$1.26M
Puts
$3.93M
Net Calls
-$2.67M
Net Calls Change
-$24K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.5M
3
NC
3
NewSquare Capital
Pennsylvania
$19.6M
4
FEG
4
Financial Enhancement Group
Indiana
$13.9M
5
Bank of America
5
Bank of America
North Carolina
$30.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$450M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.39M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.14M
4
FEM
4
Fulcrum Equity Management
Texas
$6.09M
5
PFS
5
Prospera Financial Services
Texas
$93K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
76
Synovus Financial
Georgia
$208K +$135K +3,193 +187%
IA
77
IFP Advisors
Florida
$155K -$19.6K -462 -11%
CFGS
78
Concourse Financial Group Securities
Alabama
$121K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$100K – – –
PFS
80
Prospera Financial Services
Texas
$93K -$2.12M -50,109 -96%
TFA
81
Transamerica Financial Advisors
Florida
$89K -$908K -21,206 -91%
VFA
82
Valeo Financial Advisors
Indiana
$85K – – –
CTB
83
Country Trust Bank
Illinois
$82K +$82K +1,931 New
BEI
84
Benjamin Edwards Inc
Missouri
$68K +$1.88K +44 +3%
PCM
85
Prelude Capital Management
New York
$66K +$66K +1,550 New
SFPG
86
Stonebridge Financial Planning Group
Florida
$58K – – –
EP
87
Eudaimonia Partners
Tennessee
$58K – – –
AWA
88
Arkadios Wealth Advisors
Georgia
$54.6K +$22.6K +501 +71%
NNP
89
Nachman Norwood & Parrott
South Carolina
$45K +$45K +1,066 New
FFA
90
Founders Financial Alliance
North Carolina
$38K +$38K +845 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
US Bancorp
92
US Bancorp
Minnesota
$21K +$337 +8 +2%
LWM
93
Liberty Wealth Management
California
$21K +$21K +484 New
GWM
94
Geneos Wealth Management
Colorado
$21K +$21K +515 New
AF
95
Allworth Financial
California
$20K – – –
S
96
SignatureFD
Georgia
$17K – – –
SSB
97
Sandy Spring Bank
Maryland
$14K – – –
WEC
98
Winslow Evans & Crocker
Massachusetts
$14K – – –
ACA
99
Aptus Capital Advisors
Alabama
$12K – – –
NFSG
100
Newbridge Financial Services Group
Florida
$12K +$12K +280 New
1 2 3
4
5