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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

145 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.47M
Net Calls Change
+$22.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
UBS Group
2
UBS Group
Switzerland
$12.7M
3
LPL Financial
3
LPL Financial
California
$22.9M
4
GA
4
Gateway Advisory
New Jersey
$5.53M
5
NA
5
Navellier & Associates
Nevada
$3.74M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$705M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.06M
4
NC
4
NewSquare Capital
Pennsylvania
$14.5M
5
Wells Fargo
5
Wells Fargo
California
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AFWM
101
AMJ Financial Wealth Management
Virginia
$206K 3,490 -20,336 -85%
BRWA
102
B. Riley Wealth Advisors
Florida
$202K 3,418 +3,418 New
Two Sigma Advisers
103
Two Sigma Advisers
New York
$201K 3,400 +3,400 New
AP
104
Atwood & Palmer
Missouri
$196K 3,320 – –
FFA
105
Founders Financial Alliance
North Carolina
$196K 3,318 +233 +8%
IA
106
IFP Advisors
Florida
$180K 3,053 -44 -1%
CF
107
Centaurus Financial
California
$154K 2,609 +2,609 New
CTB
108
Country Trust Bank
Illinois
$105K 1,781 – –
BEI
109
Benjamin Edwards Inc
Missouri
$93K 1,569 -1,149 -42%
CFGS
110
Concourse Financial Group Securities
Alabama
$59K 1,000 – –
HI
111
Harbour Investments
Wisconsin
$56.4K 956 -6,058 -86%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$50.7K 860 -9 -1%
NS
113
NBC Securities
Alabama
$43K 733 -82 -10%
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$41.8K 709 +426 +151%
ACA
115
Aptus Capital Advisors
Alabama
$41.8K 709 +426 +151%
TCWA
116
Turtle Creek Wealth Advisors
Texas
$37.2K 630 +630 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$35.6K 604 -243 -29%
FWP
118
FAS Wealth Partners
Kansas
$33.6K 570 +2 +0.4%
PS
119
Principal Securities
Iowa
$33.3K 565 +565 New
PTC
120
Private Trust Company
Ohio
$32.9K 558 – –
PSB
121
Piscataqua Savings Bank
New Hampshire
$27.4K 465 – –
CSB
122
City State Bank
Iowa
$25K 425 -630 -60%
BONH
123
Bank of New Hampshire
New Hampshire
$23.6K 400 – –
S
124
SignatureFD
Georgia
$23.6K 400 – –
BlackRock
125
BlackRock
New York
$23.6K 400 – –
3 4
5
6 7