FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

136 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
136
Holders Change
+14
Holders Change %
+11.48%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
31
Increased
51
Reduced
32
Closed
14
Calls
$2.81M
Puts
$3.16M
Net Calls
-$347K
Net Calls Change
-$4.02M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$146M
2
Morgan Stanley
2
Morgan Stanley
New York
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16M
4
Stifel Financial
4
Stifel Financial
Missouri
$16.5M
5
DADC
5
D.A. Davidson & Co
Montana
$10.3M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$4.82M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$594M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
Bank of America
5
Bank of America
North Carolina
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
101
Benjamin Edwards Inc
Missouri
$197K +$103K +1,779 +110%
VFA
102
Valeo Financial Advisors
Indiana
$116K – – –
CTB
103
Country Trust Bank
Illinois
$112K – – –
SFS
104
Sowell Financial Services
Arkansas
$87K +$87K +1,431 New
SFPG
105
Stonebridge Financial Planning Group
Florida
$78K +$1.21K +20 +2%
EP
106
Eudaimonia Partners
Tennessee
$68K -$11.7K -200 -15%
TFA
107
Transamerica Financial Advisors
Florida
$67K -$32.8K -556 -33%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$50K +$50K +855 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$41K +$41K +701 New
GWM
110
Geneos Wealth Management
Colorado
$31K – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
AF
112
Allworth Financial
California
$27K – – –
TAM
113
Tucker Asset Management
Colorado
$26.7K +$10.5K +181 +65%
DWP
114
Destiny Wealth Partners
Florida
$26K – – –
S
115
SignatureFD
Georgia
$23K – – –
BlackRock
116
BlackRock
New York
$23K +$23K +400 New
APW
117
Acima Private Wealth
Virginia
$17K – – –
ACA
118
Aptus Capital Advisors
Alabama
$16K – – –
NFSG
119
Newbridge Financial Services Group
Florida
$16K – – –
WWM
120
Wagner Wealth Management
South Carolina
$15K -$6.3K -105 -30%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$13K +$59 +1 +0.5%
AWM
122
Accel Wealth Management
Iowa
$12K +$12K +200 New
MWM
123
Mascoma Wealth Management
New Hampshire
$10K +$10K +177 New
SSB
124
Sandy Spring Bank
Maryland
$8K – – –
LAS
125
Lloyd Advisory Services
Georgia
$7K +$7K +125 New
2 3 4
5
6