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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

97 hedge funds and large institutions have $181M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-8
Holders Change %
-7.62%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
29
Closed
27
Calls
$799K
Puts
$491K
Net Calls
+$308K
Net Calls Change
+$447K

Top Buyers

1
CS
Credit Suisse
Switzerland
$9.39M
2
WP
WealthSource Partners
California
$4.09M
3
FTS
Fifth Third Securities
Ohio
$1.76M
4
UBS Group
UBS Group
Switzerland
$19.7M
5
Citadel Advisors
Citadel Advisors
Florida
$1.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$39M
2
Morgan Stanley
Morgan Stanley
New York
$28.3M
3
RJA
Raymond James & Associates
Florida
$6.29M
4
AIM
Astor Investment Management
Illinois
$0
5
KCM
Karp Capital Management
California
$17K
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
101
Global Financial Private Capital
Florida
– -$1.23M -28,308 Closed
BCM
102
Breiter Capital Management
Florida
– -$1.19M -27,432 Closed
RFM
103
Royal Fund Management
Florida
– -$791K -18,214 Closed
HFS
104
HL Financial Services
Kentucky
– -$514K -11,820 Closed
AI
105
Atria Investments
North Carolina
– -$501K -11,528 Closed
CA
106
Cetera Advisors
Colorado
– -$361K -8,285 Closed
DLHL
107
Donald L. Hagan LLC
Florida
– -$339K -7,793 Closed
CC
108
Cedar Capital
Illinois
– -$274K -6,292 Closed
FAIM
109
Financial Advocates Investment Management
Washington
– -$215K -4,955 Closed
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
– -$200K -4,605 Closed
CI
111
CX Institutional
Indiana
– -$68K -1,559 Closed
TPWA
112
TRUE Private Wealth Advisors
Oregon
– -$65.5K -1,506 Closed
SPIA
113
Steward Partners Investment Advisory
New York
– -$45K -1,039 Closed
BWP
114
Baldwin Wealth Partners
Massachusetts
– -$30K -690 Closed
MWM
115
MinichMacGregor Wealth Management
New York
– -$29K -685 Closed
GP
116
Girard Partners
Pennsylvania
– -$28K -650 Closed
AA
117
AlphaMark Advisors
Kentucky
– -$9K -200 Closed
ASN
118
Advisory Services Network
Georgia
– -$8K -178 Closed
RCAG
119
Rehmann Capital Advisory Group
Michigan
– -$6.2K -142 Closed
AA
120
Ancora Advisors
Ohio
– -$5K -125 Closed
KJWM
121
Kiley Juergens Wealth Management
Washington
– -$2K -52 Closed
SIS
122
Sound Income Strategies
Florida
– -$1K -15 Closed
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