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First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $204M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $642K

25.8% more ownership

Funds ownership: 36.5%62.31% (+26%)

1% less funds holding

Funds holding: 125124 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

57% less capital invested

Capital invested by funds: $481M → $204M (-$276M)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 60

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$13.1K +$59 +1 +0.5%
Citigroup
102
Citigroup
New York
$12.7K -$10.3M -173,521 -100%
PTC
103
Private Trust Company
Ohio
$11.4K -$12.3K -207 -53%
MWM
104
Mascoma Wealth Management
New Hampshire
$11.2K
Russell Investments Group
105
Russell Investments Group
United Kingdom
$11.1K
HFS
106
Hughes Financial Services
Virginia
$10.5K +$9.54K +161 New
TFA
107
Transamerica Financial Advisors
Florida
$8.98K
PSFG
108
Park Square Financial Group
Georgia
$8.5K
GRP
109
Global Retirement Partners
California
$8.37K +$7.82K +132 New
T
110
Transce3nd
Texas
$6.6K
NWM
111
Nova Wealth Management
Florida
$5.39K
APW
112
Acima Private Wealth
Virginia
$4.76K
AAP
113
Arax Advisory Partners
Colorado
$4.63K +$4.33K +73 New
Q1WB
114
Quest 10 Wealth Builders
Virginia
$4.06K
TSMHT
115
Thurston Springer Miller Herd & Titak
Indiana
$3.04K +$2.84K +48 New
BLC
116
Brown, Lisle/Cummings
Rhode Island
$2.22K
MAS
117
MPWM Advisory Solutions
Georgia
$1.27K +$1.19K +20 New
PIS
118
POM Investment Strategies
North Carolina
$1.08K
CAL
119
Capital Analysts LLC
Pennsylvania
$1K +$711 +12 New
AF
120
Advisornet Financial
Minnesota
$955 +$889 +15 New
KWM
121
Kiker Wealth Management
Georgia
$952 -$3.02K -51 -77%
SWM
122
Spire Wealth Management
Virginia
$571 -$730K -12,321 -100%
DFA
123
DHJJ Financial Advisors
Illinois
$318
RIA
124
Realta Investment Advisors
Delaware
$32
Millennium Management
125
Millennium Management
New York
-$20.4M -353,201 Closed

FXD Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2025, worth a combined $204M — down 57% from $481M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FXD and 17 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 15 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.59M. The largest seller was Susquehanna International Group, cutting an estimated $128M.

  • 124 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2025, down from 125 in Q1 2025.
  • Funds reported $204M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2025, down 57% quarter-over-quarter.
  • 17 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of -1 holder.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $7.59M added.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2025.