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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
117 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
3% less call options, than puts
Call options by funds: $2.34M | Put options by funds: $2.41M
4.19% less ownership
Funds ownership: 62.31% → 58.12% (-4.2%)
6% less funds holding
Funds holding: 124 → 117 (-7)
6% less capital invested
Capital invested by funds: $204M → $192M (-$11.9M)
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
43% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 44
Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
44
Closed
17
Calls
$2.34M
Puts
$2.41M
Net Calls
-$70K
Net Calls Change
-$2.44M
Top Buyers
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$4.71M |
| 2 |
Morgan Stanley
New York
|
+$2.08M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.02M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.77M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$1.54M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.54M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
William Blair & Company
Chicago,
Illinois
| – | -$13.1K | -207 | Closed |
|
|
PTC
127
Private Trust Company
Cleveland,
Ohio
| – | -$11.4K | -180 | Closed |
|
|
HFS
128
Hughes Financial Services
Herndon,
Virginia
| – | -$10.5K | -161 | Closed |
|
|
T
129
Transce3nd
Kyle,
Texas
| – | -$6.6K | -104 | Closed |
|
|
APW
130
Acima Private Wealth
Richmond,
Virginia
| – | -$4.76K | -75 | Closed |
|
|
AAP
131
Arax Advisory Partners
Denver,
Colorado
| – | -$4.63K | -73 | Closed |
|
|
TSMHT
132
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$3.04K | -48 | Closed |
|
|
CAL
133
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -12 | Closed |
|
|
SWM
134
Spire Wealth Management
Mclean,
Virginia
| – | -$571 | -9 | Closed |
|