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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

132 hedge funds and large institutions have $253M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 67 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-37
Holders Change %
-21.89%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
25
Reduced
67
Closed
49
Calls
$3.6M
Puts
$39.8M
Net Calls
-$36.2M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.91M
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.95M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$629K
5
Jane Street
5
Jane Street
New York
$1.01M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$52.9M
3
Wells Fargo
3
Wells Fargo
California
$56.7M
4
RJA
4
Raymond James & Associates
Florida
$7.45M
5
LPL Financial
5
LPL Financial
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$1K -$985K -25,606 -100%
CAL
127
Capital Analysts LLC
Pennsylvania
$1K – – –
IAIM
128
International Assets Investment Management
Florida
$294 +$94 +2,106 +47%
AR
129
Apeiron RIA
Texas
$104 – -59 -0.3%
WIM
130
Westside Investment Management
California
$8 – – –
First Trust Advisors
131
First Trust Advisors
Illinois
– -$608M -11,163,279 Closed
ASN
132
Advisory Services Network
Georgia
– -$7.14M -131,091 Closed
GA
133
Gateway Advisory
New Jersey
– -$5.23M -95,991 Closed
MWM
134
MinichMacGregor Wealth Management
New York
– -$5.01M -91,962 Closed
AIM
135
Astor Investment Management
Illinois
– -$2.55M -46,748 Closed
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
– -$2.37M -43,533 Closed
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
– -$2.31M -42,440 Closed
DWMG
138
DB Wealth Management Group
California
– -$2.2M -40,386 Closed
TWM
139
TriaGen Wealth Management
California
– -$1.98M -36,360 Closed
HighTower Advisors
140
HighTower Advisors
Illinois
– -$1.85M -33,912 Closed
AWM
141
AE Wealth Management
Kansas
– -$1.39M -25,581 Closed
ATPW
142
Ashton Thomas Private Wealth
Arizona
– -$1.16M -21,321 Closed
HA
143
HFG Advisors
Ohio
– -$982K -18,034 Closed
FAIM
144
Financial Advocates Investment Management
Washington
– -$924K -16,953 Closed
SFI
145
SPC Financial Inc
Maryland
– -$846K -15,526 Closed
MOS
146
MGO One Seven
Ohio
– -$783K -14,375 Closed
AWS
147
Atria Wealth Solutions
New York
– -$695K -12,771 Closed
SAM
148
Secure Asset Management
Michigan
– -$616K -11,301 Closed
RIA
149
Realta Investment Advisors
Delaware
– -$546K -10,021 Closed
RFWA
150
RPg Family Wealth Advisory
Massachusetts
– -$545K -10,003 Closed
4 5
6
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