FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

115 hedge funds and large institutions have $182M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 54 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
15
Reduced
54
Closed
12
Calls
$3.83M
Puts
$81.4M
Net Calls
-$77.5M
Net Calls Change
-$28.8M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.3M
2
CI
2
CX Institutional
Indiana
$749K
3
IP
3
Ignite Planners
California
$520K
4
CA
4
CoreCap Advisors
Michigan
$792K
5
CWA
5
Capital Wealth Alliance
Arizona
$668K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.29M
4
Citadel Advisors
4
Citadel Advisors
Florida
$664K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
101
Sandy Spring Bank
Maryland
$6.99K 145 – –
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.55K 136 – –
TFA
103
Transamerica Financial Advisors
Florida
$6K 115 +1 +0.9%
SC
104
SouthState Corp
Florida
$5.83K 121 +121 New
CWA
105
Clearview Wealth Advisors
Oregon
$3.96K 82 – –
PTC
106
Private Trust Company
Ohio
$3K 57 – –
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$2.46K 51 +51 New
APC
108
Aspire Private Capital
North Carolina
$2.31K 48 – –
BLC
109
Brown, Lisle/Cummings
Rhode Island
$1.69K 35 – –
GRP
110
Global Retirement Partners
California
$1.45K 30 +20 +200%
PAG
111
Private Advisor Group
New Jersey
$1.18K 24,385 -2,720 -10%
AWM
112
Avior Wealth Management
Nebraska
$1.11K 23 -38 -62%
CAL
113
Capital Analysts LLC
Pennsylvania
$1K 12 – –
MWM
114
MinichMacGregor Wealth Management
New York
$337 7 +7 New
WIM
115
Westside Investment Management
California
$6 131 -51 -28%
FTUS
116
Flow Traders U.S.
New York
– – -60,680 Closed
KPWS
117
Kestra Private Wealth Services
Texas
– – -16,845 Closed
SPC
118
Sigma Planning Corp
Michigan
– – -7,731 Closed
SG
119
StoneX Group
New York
– – -7,233 Closed
WWA
120
WCG Wealth Advisors
Nevada
– – -5,149 Closed
CF
121
Centaurus Financial
California
– – -2,826 Closed
FEG
122
Financial Enhancement Group
Indiana
– – -2,128 Closed
MA
123
MUFG Americas
New York
– – -1,007 Closed
ADL
124
Asset Dedication LLC
California
– – -430 Closed
WWM
125
Wagner Wealth Management
South Carolina
– – -110 Closed
2 3 4
5
6