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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

145 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.47M
Net Calls Change
+$22.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
UBS Group
2
UBS Group
Switzerland
$12.7M
3
LPL Financial
3
LPL Financial
California
$22.9M
4
GA
4
Gateway Advisory
New Jersey
$5.53M
5
NA
5
Navellier & Associates
Nevada
$3.74M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$705M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.06M
4
NC
4
NewSquare Capital
Pennsylvania
$14.5M
5
Wells Fargo
5
Wells Fargo
California
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$499K 8,458 +26 +0.3%
MOS
77
MGO One Seven
Ohio
$477K 8,082 +8,082 New
RFWA
78
RPg Family Wealth Advisory
Massachusetts
$475K 8,052 +755 +10%
SWP
79
Stratos Wealth Partners
Ohio
$469K 7,958 +3,708 +87%
FAM
80
Family Asset Management
South Carolina
$440K 7,466 – –
CA
81
Claro Advisors
Massachusetts
$402K 6,808 – –
KNW
82
Kesler Norman & Wride
Utah
$400K 6,784 -206 -3%
IP
83
Ignite Planners
California
$371K 6,358 -272 -4%
PA
84
PFG Advisors
Arizona
$353K 5,993 -217 -3%
Comerica Bank
85
Comerica Bank
Texas
$347K 5,877 +2,537 +76%
KA
86
Kovack Advisors
Florida
$346K 5,859 +364 +7%
AWA
87
Arkadios Wealth Advisors
Georgia
$318K 5,384 +12 +0.2%
CA
88
CoreCap Advisors
Michigan
$305K 5,168 -390 -7%
GLA
89
Great Lakes Advisors
Illinois
$301K 5,107 +5,107 New
KCM
90
Kennicott Capital Management
California
$289K 4,896 – –
KAS
91
Kestra Advisory Services
Texas
$287K 4,871 -14,538 -75%
CAG
92
Csenge Advisory Group
Florida
$281K 4,768 +522 +12%
OC
93
Oppenheimer & Co
New York
$279K 4,723 -441 -9%
IAIM
94
International Assets Investment Management
Florida
$273K 4,626 -891 -16%
RFG
95
REAP Financial Group
Texas
$269K 4,563 +4,563 New
SF
96
Synovus Financial
Georgia
$247K 4,195 – –
LMKC
97
L.M. Kohn & Company
Ohio
$246K 4,169 – –
SCA
98
Snowden Capital Advisors
New York
$245K 4,157 – –
MWS
99
Maxwell Wealth Strategies
California
$214K 3,632 +3,632 New
BA
100
Ballew Advisors
Mississippi
$206K 3,632 +3,632 New
2 3
4
5 6