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First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $204M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $642K

25.8% more ownership

Funds ownership: 36.5%62.31% (+26%)

1% less funds holding

Funds holding: 125124 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

57% less capital invested

Capital invested by funds: $481M → $204M (-$276M)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 60

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$70K -$3.39M -57,292 -98%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$64.8K +$3.5K +59 +6%
AAS
78
Ameritas Advisory Services
Nebraska
$58.6K +$54.7K +924 New
AF
79
Allworth Financial
California
$51.2K -$829 -14 -2%
HI
80
Harbour Investments
Wisconsin
$48.6K
FWP
81
FAS Wealth Partners
Kansas
$36.7K +$118 +2 +0.3%
PS
82
Principal Securities
Iowa
$35.8K
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$34.9K
AP
84
Atwood & Palmer
Missouri
$34.6K
PSB
85
Piscataqua Savings Bank
New Hampshire
$29.5K
CSB
86
City State Bank
Iowa
$27K
AWM
87
AE Wealth Management
Kansas
$25.6K
S
88
SignatureFD
Georgia
$25.4K
CCMI
89
Creative Capital Management Investments
California
$25.4K +$23.7K +400 New
NC
90
NewSquare Capital
Pennsylvania
$24.1K
NS
91
NBC Securities
Alabama
$23K -$13K -220 -37%
NFSG
92
Newbridge Financial Services Group
Florida
$20K
ACA
93
Aptus Capital Advisors
Alabama
$18K -$2.37K -40 -12%
GWANC
94
Guardian Wealth Advisors (North Carolina)
North Carolina
$18K
GI
95
GAMMA Investing
California
$17.1K +$15.9K +269 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$16.6K -$30.6K -517 -66%
WSFS
97
Wilmington Savings Fund Society
Delaware
$16.5K
US Bancorp
98
US Bancorp
Minnesota
$13.9K -$1.66K -28 -11%
SAM
99
Smartleaf Asset Management
Massachusetts
$13.7K
GWM
100
Geneos Wealth Management
Colorado
$13.4K -$25K -422 -67%

FXD Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2025, worth a combined $204M — down 57% from $481M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FXD and 17 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 15 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.59M. The largest seller was Susquehanna International Group, cutting an estimated $128M.

  • 124 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2025, down from 125 in Q1 2025.
  • Funds reported $204M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2025, down 57% quarter-over-quarter.
  • 17 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of -1 holder.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $7.59M added.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2025.