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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

131 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$107M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.95M
3
MCM
3
MAI Capital Management
Ohio
$1.25M
4
NA
4
NewEdge Advisors
Louisiana
$17.8M
5
ASN
5
Advisory Services Network
Georgia
$14M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$23.6M
2
LPL Financial
2
LPL Financial
California
$17M
3
Goldman Sachs
3
Goldman Sachs
New York
$13M
4
MCM
4
Monument Capital Management
Virginia
$0
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
126
Westside Investment Management
California
$3.66K 61 – –
CAM
127
Creekmur Asset Management
Illinois
$2.28K 38 – –
BLC
128
Brown, Lisle/Cummings
Rhode Island
$2.1K 35 – –
CAL
129
Capital Analysts LLC
Pennsylvania
$1K 12 – –
AWM
130
Avior Wealth Management
Nebraska
$599 10 – –
DFA
131
DHJJ Financial Advisors
Illinois
$300 5 – –
MCM
132
Monument Capital Management
Virginia
– – -60,062 Closed
NA
133
Navellier & Associates
Nevada
– – -57,822 Closed
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
– – -50,000 Closed
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
– – -10,171 Closed
LMKC
136
L.M. Kohn & Company
Ohio
– – -4,169 Closed
AWA
137
Arkadios Wealth Advisors
Georgia
– – -4,081 Closed
HF
138
HRT Financial
New York
– – -3,647 Closed
OIA
139
OneDigital Investment Advisors
Kansas
– – -3,322 Closed
TA
140
TruWealth Advisors
Louisiana
– – -3,265 Closed
CTB
141
Country Trust Bank
Illinois
– – -1,781 Closed
RFA
142
Register Financial Advisors
Georgia
– – -277 Closed
SS
143
Sunbelt Securities
Texas
– – -218 Closed
BCMLT
144
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -136 Closed
WA
145
Waverly Advisors
Alabama
– – -76 Closed
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
– – -42 Closed
Simplex Trading
147
Simplex Trading
Illinois
– – – –
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