FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

104 hedge funds and large institutions have $381M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 56 reducing their positions, and 28 closing their positions.

Holders
104
Holders Change
-10
Holders Change %
-8.77%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
17
Reduced
56
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$4.02M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.1M
3
VKH
3
Virtu KCG Holdings
New York
$2.29M
4
TRCT
4
Tower Research Capital (TRC)
New York
$3.6M
5
LFAS
5
Level Four Advisory Services
Texas
$1.27M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$70M
3
Wells Fargo
3
Wells Fargo
California
$88.5M
4
Bank of America
4
Bank of America
North Carolina
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$32.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
101
LBA Wealth Management
Florida
$3K 93 – –
NC
102
NewSquare Capital
Pennsylvania
$2K 55 -488,090 -100%
First Trust Advisors
103
First Trust Advisors
Illinois
– – -17,791,024 Closed
NA
104
Navellier & Associates
Nevada
– – -120,638 Closed
Wolverine Trading
105
Wolverine Trading
Illinois
– – -47,375 Closed
SPC
106
Sigma Planning Corp
Michigan
– – -31,159 Closed
SFI
107
SPC Financial Inc
Maryland
– – -26,040 Closed
SI
108
SII Investments
Wisconsin
– – -25,257 Closed
IH
109
IFC Holdings
Florida
– – -21,508 Closed
FFS
110
Founders Financial Securities
Maryland
– – -19,060 Closed
HI
111
Horizon Investments
North Carolina
– – -19,060 Closed
FIM
112
Freedom Investment Management
Connecticut
– – -18,371 Closed
KA
113
Kovack Advisors
Florida
– – -15,793 Closed
WF
114
WealthTrust Fairport
Ohio
– – -13,700 Closed
VFA
115
Voya Financial Advisors
Connecticut
– – -13,245 Closed
CWM
116
Concert Wealth Management
California
– – -10,100 Closed
WS
117
Wedbush Securities
California
– – -10,070 Closed
NPC
118
National Planning Corporation
California
– – -8,491 Closed
M&T Bank
119
M&T Bank
New York
– – -8,098 Closed
Millennium Management
120
Millennium Management
New York
– – -7,800 Closed
SS
121
Simplicity Solutions
Minnesota
– – -6,679 Closed
CAM
122
Concorde Asset Management
Michigan
– – -6,285 Closed
ACM
123
Argentus Capital Management
Texas
– – -5,833 Closed
PFBT
124
Parkside Financial Bank & Trust
Missouri
– – -1,210 Closed
CHP
125
Cable Hill Partners
Oregon
– – -579 Closed
2 3 4
5
6