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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

141 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
55
Reduced
38
Closed
14
Calls
$1.02M
Puts
$27.3M
Net Calls
-$26.2M
Net Calls Change
+$8.56M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$687M
2
ODG
2
O'Dell Group
Ohio
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.33M
2
CAS
2
Coppell Advisory Solutions
Texas
$17K
3
NA
3
Navellier & Associates
Nevada
$0
4
AWM
4
AE Wealth Management
Kansas
$4.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
76
Family Asset Management
South Carolina
$381K 7,466 – –
RFWA
77
RPg Family Wealth Advisory
Massachusetts
$372K 7,297 +834 +13%
SPIA
78
Steward Partners Investment Advisory
New York
$367K 7,189 +1,019 +17%
HI
79
Harbour Investments
Wisconsin
$358K 7,014 -1,771 -20%
KNW
80
Kesler Norman & Wride
Utah
$357K 6,990 +26 +0.4%
CA
81
Claro Advisors
Massachusetts
$347K 6,808 +956 +16%
IP
82
Ignite Planners
California
$325K 6,630 -1,654 -20%
PA
83
PFG Advisors
Arizona
$317K 6,210 +28 +0.5%
HF
84
HRT Financial
New York
$305K 5,980 +5,980 New
CA
85
CoreCap Advisors
Michigan
$284K 5,558 -857 -13%
KA
86
Kovack Advisors
Florida
$280K 5,495 +447 +9%
IAIM
87
International Assets Investment Management
Florida
$277K 5,517 +1,234 +29%
AWA
88
Arkadios Wealth Advisors
Georgia
$274K 5,372 -1,920 -26%
ACP
89
Aveo Capital Partners
Colorado
$269K 5,268 – –
OC
90
Oppenheimer & Co
New York
$263K 5,164 -4,700 -48%
KDA
91
Kraft Davis & Associates
Missouri
$257K 5,223 – –
KCM
92
Kennicott Capital Management
California
$250K 4,896 -9,792 -67%
Renaissance Technologies
93
Renaissance Technologies
New York
$235K 4,600 +4,600 New
Citadel Advisors
94
Citadel Advisors
Florida
$223K 4,374 -17,426 -80%
SWP
95
Stratos Wealth Partners
Ohio
$217K 4,250 -2,405 -36%
CAG
96
Csenge Advisory Group
Florida
$217K 4,246 +4,246 New
SF
97
Synovus Financial
Georgia
$214K 4,195 -175 -4%
LMKC
98
L.M. Kohn & Company
Ohio
$213K 4,169 – –
SCA
99
Snowden Capital Advisors
New York
$212K 4,157 – –
TSS
100
Two Sigma Securities
New York
$211K 4,133 +4,133 New
2 3
4
5 6