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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
52
Reduced
44
Closed
8
Calls
$239K
Puts
$1.83M
Net Calls
-$1.59M
Net Calls Change
-$2.15M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$808M
2
IAA
2
Independent Advisor Alliance
North Carolina
$6.45M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
ASN
4
Advisory Services Network
Georgia
$17M
5
NA
5
NewEdge Advisors
Louisiana
$21M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$292K
2
Citadel Advisors
2
Citadel Advisors
Florida
$219K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.07M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.09M
5
Jane Street
5
Jane Street
New York
$763K
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
76
Level Four Advisory Services
Texas
$431K 6,665 -1,994 -23%
LS
77
Leelyn Smith
Illinois
$396K 6,134 -1,285 -17%
KA
78
Kovack Advisors
Florida
$379K 5,864 +198 +3%
CA
79
Claro Advisors
Massachusetts
$375K 5,801 – –
KFGK
80
Keystone Financial Group (Kentucky)
Kentucky
$369K 5,706 +1,207 +27%
MQWP
81
Morey & Quinn Wealth Partners
Nebraska
$329K 5,088 +5,088 New
IAIM
82
International Assets Investment Management
Florida
$292K 4,528 -297,215 -98%
OC
83
Oppenheimer & Co
New York
$291K 4,496 -31 -0.7%
KCM
84
Kennicott Capital Management
California
$288K 4,458 – –
P
85
&Partners
Tennessee
$285K 4,406 +53 +1%
PA
86
PFG Advisors
Arizona
$285K 4,407 -282 -6%
N
87
Natixis
France
$276K 4,263 +4,263 New
IP
88
Ignite Planners
California
$273K 4,228 +6 +0.1%
SWP
89
Stratos Wealth Partners
Ohio
$271K 4,191 -300 -7%
PFS
90
Prospera Financial Services
Texas
$270K 4,173 -871 -17%
SCA
91
Snowden Capital Advisors
New York
$266K 4,123 -34 -0.8%
SF
92
Synovus Financial
Georgia
$254K 3,925 +146 +4%
TWM
93
Topsail Wealth Management
North Carolina
$244K 3,771 +3,771 New
BA
94
Ballew Advisors
Mississippi
$232K 3,632 – –
AA
95
Armis Advisers
Georgia
$231K 3,571 +3,571 New
AI
96
Atria Investments
North Carolina
$219K 3,392 +3,392 New
Citadel Advisors
97
Citadel Advisors
Florida
$219K 3,387 -40,956 -92%
CA
98
CoreCap Advisors
Michigan
$212K 3,278 -563 -15%
TA
99
TruWealth Advisors
Louisiana
$211K 3,265 – –
Creative Planning
100
Creative Planning
Kansas
$209K 3,227 – –
2 3
4
5 6