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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
44
Reduced
49
Closed
15
Calls
$2.5M
Puts
$1.26M
Net Calls
+$1.24M
Net Calls Change
+$4.71M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$787M
2
Wells Fargo
Wells Fargo
California
$112M
3
NP
Nilsine Partners
Colorado
$15.4M
4
Goldman Sachs
Goldman Sachs
New York
$20M
5
NC
NewSquare Capital
Pennsylvania
$20.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$107M
2
VCM
Virtue Capital Management
Tennessee
$0
3
UBS Group
UBS Group
Switzerland
$8.87M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.9M
5
WWA
WCG Wealth Advisors
Nevada
$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
126
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.78K – – –
GWSG
127
GPS Wealth Strategies Group
Colorado
$6.39K – – –
WA
128
Waverly Advisors
Alabama
$4.91K +$4.91K +76 New
APW
129
Acima Private Wealth
Virginia
$4.84K – – –
WIM
130
Westside Investment Management
California
$3.94K – – –
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$2.71K +$2.71K +42 New
CAM
132
Creekmur Asset Management
Illinois
$2.45K -$968 -15 -28%
BLC
133
Brown, Lisle/Cummings
Rhode Island
$2.26K – – –
GRP
134
Global Retirement Partners
California
$1.29K – – –
CAL
135
Capital Analysts LLC
Pennsylvania
$1K – – –
AWM
136
Avior Wealth Management
Nebraska
$645 – – –
DFA
137
DHJJ Financial Advisors
Illinois
$323 – – –
VCM
138
Virtue Capital Management
Tennessee
– -$6.09M -106,981 Closed
MFG
139
Merit Financial Group
Georgia
– -$2.07M -35,049 Closed
AWM
140
AE Wealth Management
Kansas
– -$981K -16,846 Closed
FTUS
141
Flow Traders U.S.
New York
– -$667K -11,307 Closed
MOS
142
MGO One Seven
Ohio
– -$477K -8,082 Closed
KA
143
Kovack Advisors
Florida
– -$346K -5,859 Closed
CAG
144
Csenge Advisory Group
Florida
– -$281K -4,768 Closed
AFWM
145
AMJ Financial Wealth Management
Virginia
– -$206K -3,490 Closed
BRWA
146
B. Riley Wealth Advisors
Florida
– -$202K -3,418 Closed
Two Sigma Advisers
147
Two Sigma Advisers
New York
– -$201K -3,400 Closed
CF
148
Centaurus Financial
California
– -$154K -2,609 Closed
TCWA
149
Turtle Creek Wealth Advisors
Texas
– -$37.2K -630 Closed
T
150
Tidemark
California
– -$9.35K -159 Closed
3 4 5
6
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