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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

148 hedge funds and large institutions have $1.53B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
2.58%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
32
Increased
62
Reduced
33
Closed
18
Calls
$2.16M
Puts
$34.6M
Net Calls
-$32.4M
Net Calls Change
-$32M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$32.2M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$628M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$46.2M
4
CAN
4
Cetera Advisor Networks
California
$7.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.7M

Top Sellers

1
IPW
1
IronBridge Private Wealth
Texas
$0
2
NA
2
Navellier & Associates
Nevada
$0
3
FEM
3
Fulcrum Equity Management
Texas
$483K
4
UBS Group
4
UBS Group
Switzerland
$34.2M
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
76
Pinnacle Family Advisors
Missouri
$778K 12,813 +12,813 New
MML Investors Services
77
MML Investors Services
Massachusetts
$744K 12,255 -46 -0.4%
MOS
78
MGO One Seven
Ohio
$741K 12,205 +165 +1%
SAM
79
SignalPoint Asset Management
Missouri
$728K 11,989 -10 -0.1%
P
80
&Partners
Tennessee
$712K 11,732 -500 -4%
CAN
81
Claraphi Advisory Network
United States
$664K 10,932 -369 -3%
CWM
82
Cornerstone Wealth Management
Missouri
$633K 10,419 +555 +6%
Citigroup
83
Citigroup
New York
$627K 10,323 -256 -2%
RIA
84
Realta Investment Advisors
Delaware
$582K 9,591 +1,200 +14%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$558K 9,194 -1,109 -11%
SPIA
86
Steward Partners Investment Advisory
New York
$523K 8,612 +1,822 +27%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$519K 8,554 +8,554 New
Citadel Advisors
88
Citadel Advisors
Florida
$504K 8,298 +8,298 New
RFWA
89
RPg Family Wealth Advisory
Massachusetts
$499K 8,214 +8,214 New
FEM
90
Fulcrum Equity Management
Texas
$483K 7,951 -91,245 -92%
SWM
91
SeaCrest Wealth Management
New York
$478K 7,875 -410 -5%
SIM
92
Seaview Investment Managers
Florida
$455K 7,483 +7,483 New
GM
93
GeoWealth Management
Illinois
$427K 7,032 +7,032 New
IA
94
IFG Advisory
Georgia
$423K 6,967 +2,680 +63%
AWA
95
Arkadios Wealth Advisors
Georgia
$369K 6,091 +352 +6%
KA
96
Kovack Advisors
Florida
$334K 5,506 +505 +10%
IAIM
97
International Assets Investment Management
Florida
$332K 5,469 -5,467 -50%
WCFA
98
Walkner Condon Financial Advisors
Wisconsin
$313K 5,142 +5,142 New
MW
99
Marks Wealth
Maryland
$298K 4,915 +94 +2%
PAG
100
Private Advisory Group
Washington
$296K 4,883 +4,883 New
2 3
4
5 6