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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
52
Reduced
44
Closed
8
Calls
$239K
Puts
$1.83M
Net Calls
-$1.59M
Net Calls Change
-$2.15M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$808M
2
IAA
2
Independent Advisor Alliance
North Carolina
$6.45M
3
LPL Financial
3
LPL Financial
California
$22.3M
4
ASN
4
Advisory Services Network
Georgia
$17M
5
NA
5
NewEdge Advisors
Louisiana
$21M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$292K
2
Citadel Advisors
2
Citadel Advisors
Florida
$219K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.07M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.09M
5
Jane Street
5
Jane Street
New York
$763K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
126
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.3K -$2.97K -46 -14%
WSFS
127
Wilmington Savings Fund Society
Delaware
$16.8K -$29.4K -455 -64%
SAM
128
Smartleaf Asset Management
Massachusetts
$14K – – –
GWM
129
Geneos Wealth Management
Colorado
$13.6K -$3.81K -59 -22%
Citigroup
130
Citigroup
New York
$12.9K – – –
GRP
131
Global Retirement Partners
California
$12K – – –
MWM
132
Mascoma Wealth Management
New Hampshire
$11.4K – – –
Russell Investments Group
133
Russell Investments Group
United Kingdom
$11.3K – – –
PSFG
134
Park Square Financial Group
Georgia
$8.66K +$8.66K +134 New
William Blair & Company
135
William Blair & Company
Illinois
$8.43K +$2.27K +35 +37%
T
136
Transce3nd
Texas
$6.72K +$6.72K +104 New
NWM
137
Nova Wealth Management
Florida
$5.49K +$5.49K +85 New
APW
138
Acima Private Wealth
Virginia
$4.85K – – –
KWM
139
Kiker Wealth Management
Georgia
$4.27K +$4.27K +66 New
Q1WB
140
Quest 10 Wealth Builders
Virginia
$4.14K +$4.14K +64 New
BLC
141
Brown, Lisle/Cummings
Rhode Island
$2.26K – – –
PIS
142
POM Investment Strategies
North Carolina
$1.1K – – –
CAL
143
Capital Analysts LLC
Pennsylvania
$1K – – –
DFA
144
DHJJ Financial Advisors
Illinois
$324 – – –
GS
145
GTS Securities
New York
– -$747K -11,796 Closed
WCM
146
WealthBridge Capital Management
Ohio
– -$214K -3,383 Closed
NS
147
NBC Securities
Alabama
– -$41K -652 Closed
BF
148
BOK Financial
Oklahoma
– -$18.9K -304 Closed
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
– -$14.8K -234 Closed
ATS
150
Ashton Thomas Securities
New York
– -$8.54K -135 Closed
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6
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