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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
NFSG
126
Newbridge Financial Services Group
Florida
$18.6K – – –
RFA
127
Register Financial Advisors
Georgia
$16.3K – – –
GWM
128
Geneos Wealth Management
Colorado
$16K +$118 +2 +0.7%
SAM
129
Smartleaf Asset Management
Massachusetts
$12.8K +$12.8K +216 New
Citigroup
130
Citigroup
New York
$11.8K -$34.1K -578 -74%
MWM
131
Mascoma Wealth Management
New Hampshire
$10.4K – – –
T
132
Tidemark
California
$9.35K +$9.35K +159 New
SSB
133
Sandy Spring Bank
Maryland
$8.55K – – –
BCMLT
134
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.94K – – –
AWM
135
Able Wealth Management
New Jersey
$6.5K +$6.5K +110 New
GWSG
136
GPS Wealth Strategies Group
Colorado
$5.84K – – –
APW
137
Acima Private Wealth
Virginia
$4.42K -$13.3K -225 -75%
WIM
138
Westside Investment Management
California
$3.6K – – –
CAM
139
Creekmur Asset Management
Illinois
$3.13K +$3.13K +53 New
BLC
140
Brown, Lisle/Cummings
Rhode Island
$2.06K – – –
GRP
141
Global Retirement Partners
California
$1.14K – – –
CAL
142
Capital Analysts LLC
Pennsylvania
$1K – – –
DWMG
143
DB Wealth Management Group
California
$649 – – –
AWM
144
Avior Wealth Management
Nebraska
$589 -$6.07K -103 -91%
DFA
145
DHJJ Financial Advisors
Illinois
$295 – – –
GIA
146
Gladstone Institutional Advisory
Florida
– -$2.82M -55,188 Closed
ATPW
147
Ashton Thomas Private Wealth
Arizona
– -$990K -19,407 Closed
PAG
148
Private Advisory Group
Washington
– -$754K -14,778 Closed
LS
149
Leelyn Smith
Illinois
– -$517K -10,127 Closed
HF
150
HRT Financial
New York
– -$305K -5,980 Closed
3 4 5
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