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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.33B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
33
Reduced
50
Closed
14
Calls
$1.12M
Puts
$562K
Net Calls
+$562K
Net Calls Change
-$2.08M

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$12M
2
WIA
2
World Investment Advisors
California
$3.06M
3
NA
3
Navellier & Associates
Nevada
$2.73M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.81M
5
ODG
5
O'Dell Group
Ohio
$21.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.6M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$761M
4
DADC
4
D.A. Davidson & Co
Montana
$2.14M
5
Ameriprise
5
Ameriprise
Minnesota
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Mascoma Wealth Management
New Hampshire
$11.2K – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$11.1K +$11.1K +175 New
ATS
128
Ashton Thomas Securities
New York
$8.54K +$8.54K +135 New
GWSG
129
GPS Wealth Strategies Group
Colorado
$6.27K – – –
William Blair & Company
130
William Blair & Company
Illinois
$6.01K +$6.01K +95 New
IAIM
131
International Assets Investment Management
Florida
$4.77K +$4.69K +296,975 +6,229%
APW
132
Acima Private Wealth
Virginia
$4.75K – – –
WIM
133
Westside Investment Management
California
$2.6K -$1.27K -20 -33%
BLC
134
Brown, Lisle/Cummings
Rhode Island
$2.22K – – –
PIS
135
POM Investment Strategies
North Carolina
$1.08K +$1.08K +17 New
CAL
136
Capital Analysts LLC
Pennsylvania
$1K – – –
DFA
137
DHJJ Financial Advisors
Illinois
$317 – – –
EFP
138
Elser Financial Planning
Indiana
– -$479K -8,000 Closed
RFWA
139
RPg Family Wealth Advisory
Massachusetts
– -$460K -7,680 Closed
KNW
140
Kesler Norman & Wride
Utah
– -$417K -6,960 Closed
GCP
141
GSA Capital Partners
United Kingdom
– -$367K -6,125 Closed
DC
142
Davenport & Co
Virginia
– -$237K -3,950 Closed
MWS
143
Maxwell Wealth Strategies
California
– -$218K -3,632 Closed
FTUS
144
Flow Traders U.S.
New York
– -$215K -3,583 Closed
GLA
145
Great Lakes Advisors
Illinois
– -$207K -3,458 Closed
CI
146
CX Institutional
Indiana
– -$83.6K -1,396 Closed
TAM
147
Tucker Asset Management
Colorado
– -$26K -434 Closed
CC
148
Cultivar Capital
Texas
– -$21.6K -361 Closed
CA
149
Crewe Advisors
Utah
– -$10.1K -168 Closed
CAM
150
Creekmur Asset Management
Illinois
– -$2.28K -38 Closed
3 4 5
6
7