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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

136 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
+14
Holders Change %
+11.48%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
31
Increased
51
Reduced
32
Closed
14
Calls
$2.81M
Puts
$3.16M
Net Calls
-$347K
Net Calls Change
-$4.02M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$146M
2
Morgan Stanley
2
Morgan Stanley
New York
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Stifel Financial
4
Stifel Financial
Missouri
$16.5M
5
DADC
5
D.A. Davidson & Co
Montana
$10.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$4.82M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$594M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
Bank of America
5
Bank of America
North Carolina
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FFS
76
Founders Financial Securities
Maryland
$568K 9,762 -103 -1%
HI
77
Horizon Investments
North Carolina
$565K 9,712 +9,712 New
RIA
78
Realta Investment Advisors
Delaware
$488K 8,391 -2,945 -26%
SWM
79
SeaCrest Wealth Management
New York
$482K 8,285 -431 -5%
BA
80
Ballew Advisors
Mississippi
$470K 7,988 +4,060 +103%
SPIA
81
Steward Partners Investment Advisory
New York
$395K 6,790 +4,009 +144%
AWA
82
Arkadios Wealth Advisors
Georgia
$334K 5,739 +3,777 +193%
HWM
83
Holloway Wealth Management
Florida
– – – –
KA
84
Kovack Advisors
Florida
$291K 5,001 +5,001 New
MW
85
Marks Wealth
Maryland
$281K 4,821 -732 -13%
HI
86
Harbour Investments
Wisconsin
$260K 4,468 +4,468 New
CA
87
Claro Advisors
Massachusetts
$258K 4,433 +126 +3%
VFA
88
Voya Financial Advisors
Connecticut
$258K 4,416 +4,416 New
AFWM
89
AMJ Financial Wealth Management
Virginia
$254K 4,363 +4,363 New
IA
90
IFG Advisory
Georgia
$249K 4,287 -105 -2%
AW
91
ACG Wealth
Georgia
$246K 4,227 -2,542 -38%
MCC
92
Money Concepts Capital
Florida
$244K 4,188 -762 -15%
HCIA
93
Hochman Cole Investment Advisors
Illinois
$239K 4,107 – –
Wolverine Trading
94
Wolverine Trading
Illinois
$231K 3,958 +3,958 New
TFGT
95
TS Financial Group (TSFG)
Illinois
$223K 3,832 -647 -14%
KNW
96
Kesler Norman & Wride
Utah
$210K 3,612 +3,612 New
IA
97
IFP Advisors
Florida
$207K 3,680 +99 +3%
RJT
98
Raymond James Trust
Florida
$201K 3,446 +3,446 New
MC
99
Moors & Cabot
Massachusetts
$201K 3,453 +3,453 New
FFA
100
Founders Financial Alliance
North Carolina
$198K 3,328 +2,483 +294%
2 3
4
5 6