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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.

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

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
$4.82M
2
VCM
Virtue Capital Management
Tennessee
$0
3
First Trust Advisors
First Trust Advisors
Illinois
$594M
4
IAA
Independent Advisor Alliance
North Carolina
$0
5
Bank of America
Bank of America
North Carolina
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$6K – – –
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$6K +$6K +100 New
APA
128
American Portfolios Advisors
New York
$5.59K – – –
CFA
129
Carroll Financial Associates
North Carolina
$5K – – –
GWSG
130
GPS Wealth Strategies Group
Colorado
$5K +$5K +99 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$3K – – –
CAAS
132
Capital Asset Advisory Services
Michigan
$3K – – –
NFG
133
Next Financial Group
Texas
$3K +$3K +46 New
MWA
134
Moser Wealth Advisors
Washington
$2K +$2K +30 New
LFG
135
Larson Financial Group
Missouri
$1K -$167 -4 -14%
WIM
136
Westside Investment Management
California
$10 – – –
VCM
137
Virtue Capital Management
Tennessee
– -$3.79M -74,394 Closed
IAA
138
Independent Advisor Alliance
North Carolina
– -$1.27M -24,977 Closed
RIA
139
Regal Investment Advisors
Michigan
– -$1.01M -19,834 Closed
CS
140
Credit Suisse
Switzerland
– -$992K -19,499 Closed
BRWA
141
B. Riley Wealth Advisors
Florida
– -$530K -10,416 Closed
Millennium Management
142
Millennium Management
New York
– -$481K -9,455 Closed
Koshinski Asset Management
143
Koshinski Asset Management
Illinois
– -$314K -6,175 Closed
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
– -$288K -5,452 Closed
SS
145
Simplicity Solutions
Minnesota
– -$264K -5,183 Closed
SF
146
Synovus Financial
Georgia
– -$242K -4,777 Closed
US Bancorp
147
US Bancorp
Minnesota
– -$71K -1,394 Closed
DWM
148
Defined Wealth Management
Oregon
– -$69K -1,357 Closed
LGA
149
Lebenthal Global Advisors
New York
– -$7K -150 Closed
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