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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
44
Reduced
49
Closed
15
Calls
$2.5M
Puts
$1.26M
Net Calls
+$1.24M
Net Calls Change
+$4.71M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$787M
2
Wells Fargo
2
Wells Fargo
California
$112M
3
NP
3
Nilsine Partners
Colorado
$15.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$20M
5
NC
5
NewSquare Capital
Pennsylvania
$20.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
UBS Group
3
UBS Group
Switzerland
$8.87M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
76
RPg Family Wealth Advisory
Massachusetts
$405K -$115K -1,779 -22%
PA
77
PFG Advisors
Arizona
$364K -$22.3K -346 -6%
GLA
78
Great Lakes Advisors
Illinois
$330K – – –
IP
79
Ignite Planners
California
$324K -$83.6K -1,305 -21%
RFG
80
REAP Financial Group
Texas
$304K +$9.74K +151 +3%
OC
81
Oppenheimer & Co
New York
$302K -$2.39K -37 -0.8%
Citadel Advisors
82
Citadel Advisors
Florida
$300K -$697K -10,802 -70%
KCM
83
Kennicott Capital Management
California
$288K -$28.3K -438 -9%
IAIM
84
International Assets Investment Management
Florida
$278K -$18.2K -284 -6%
CA
85
CoreCap Advisors
Michigan
$276K -$57.1K -884 -17%
SWP
86
Stratos Wealth Partners
Ohio
$272K -$242K -3,746 -47%
SF
87
Synovus Financial
Georgia
$271K – – –
LMKC
88
L.M. Kohn & Company
Ohio
$269K – – –
SCA
89
Snowden Capital Advisors
New York
$268K – – –
AWA
90
Arkadios Wealth Advisors
Georgia
$263K -$84.1K -1,303 -24%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$254K +$254K +3,930 New
HF
92
HRT Financial
New York
$235K +$235K +3,647 New
BA
93
Ballew Advisors
Mississippi
$221K – – –
MWS
94
Maxwell Wealth Strategies
California
$218K – – –
OIA
95
OneDigital Investment Advisors
Kansas
$214K +$214K +3,322 New
TA
96
TruWealth Advisors
Louisiana
$211K +$211K +3,265 New
FFA
97
Founders Financial Alliance
North Carolina
$207K -$6.91K -107 -3%
TRCT
98
Tower Research Capital (TRC)
New York
$207K -$1.07M -16,507 -84%
HI
99
Harbour Investments
Wisconsin
$203K +$142K +2,193 +229%
AP
100
Atwood & Palmer
Missouri
$184K -$30.3K -470 -14%
2 3
4
5 6