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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

141 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
55
Reduced
38
Closed
14
Calls
$1.02M
Puts
$27.3M
Net Calls
-$26.2M
Net Calls Change
+$8.56M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$687M
2
ODG
2
O'Dell Group
Ohio
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.33M
2
CAS
2
Coppell Advisory Solutions
Texas
$17K
3
NA
3
Navellier & Associates
Nevada
$0
4
AWM
4
AE Wealth Management
Kansas
$4.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
126
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.4K -$3.57K -70 -20%
RFA
127
Register Financial Advisors
Georgia
$14.1K – – –
GWM
128
Geneos Wealth Management
Colorado
$13.8K -$20.4K -400 -60%
MWM
129
Mascoma Wealth Management
New Hampshire
$9.03K – – –
TFGT
130
TS Financial Group (TSFG)
Illinois
$8K – – –
BCMLT
131
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.51K – – –
SSB
132
Sandy Spring Bank
Maryland
$7.4K – – –
ANBT
133
American National Bank & Trust
Texas
$6.99K +$6.99K +137 New
AWM
134
Avior Wealth Management
Nebraska
$5.76K – – –
GWSG
135
GPS Wealth Strategies Group
Colorado
$5.05K – – –
WIM
136
Westside Investment Management
California
$3.11K – – –
BLC
137
Brown, Lisle/Cummings
Rhode Island
$1.79K – – –
CAL
138
Capital Analysts LLC
Pennsylvania
$1K – – –
GRP
139
Global Retirement Partners
California
$995 – – –
DWMG
140
DB Wealth Management Group
California
$561 – – –
DFA
141
DHJJ Financial Advisors
Illinois
$256 +$256 +5 New
NA
142
Navellier & Associates
Nevada
– -$3.9M -70,608 Closed
SHFP
143
Second Half Financial Partners
Florida
– -$1.24M -22,430 Closed
GCP
144
GSA Capital Partners
United Kingdom
– -$893K -16,168 Closed
WAP
145
Wealthcare Advisory Partners
Pennsylvania
– -$891K -16,146 Closed
Marshall Wace
146
Marshall Wace
United Kingdom
– -$736K -13,322 Closed
AWM
147
Apollon Wealth Management
South Carolina
– -$539K -9,757 Closed
FEM
148
Fulcrum Equity Management
Texas
– -$444K -8,043 Closed
CFCI
149
Comprehensive Financial Consultants Institutional
Indiana
– -$346K -6,057 Closed
MCM
150
MAI Capital Management
Ohio
– -$230K -4,167 Closed
3 4 5
6
7