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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

171 hedge funds and large institutions have $1.63B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+16
Holders Change %
+10.32%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
58
Reduced
55
Closed
12
Calls
$4.12M
Puts
$36M
Net Calls
-$31.9M
Net Calls Change
+$6.75M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$34.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.87M
3
VCM
3
Virtue Capital Management
Tennessee
$6.21M
4
Jane Street
4
Jane Street
New York
$5.72M
5
NA
5
Navellier & Associates
Nevada
$5.65M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$30.4M
3
CFG
3
CMC Financial Group
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.4M
5
SWP
5
Stratos Wealth Partners
Ohio
$5.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
151
BlackRock
New York
$25K – – –
TLFA
152
True Link Financial Advisors
California
$24K +$24K +391 New
SWM
153
Selective Wealth Management
Virginia
$22K – – –
APW
154
Acima Private Wealth
Virginia
$19K – – –
AIM
155
AHL Investment Management
Florida
$19K +$19K +300 New
ACA
156
Aptus Capital Advisors
Alabama
$18K – – –
NFSG
157
Newbridge Financial Services Group
Florida
$17K – – –
AWM
158
Accel Wealth Management
Iowa
$12K – – –
MWM
159
Mascoma Wealth Management
New Hampshire
$11K – – –
GWANC
160
Guardian Wealth Advisors (North Carolina)
North Carolina
$11K +$11K +184 New
WWM
161
Wagner Wealth Management
South Carolina
$10K -$299 -5 -3%
SSB
162
Sandy Spring Bank
Maryland
$9K – – –
CFA
163
Carroll Financial Associates
North Carolina
$6K – – –
GWSG
164
GPS Wealth Strategies Group
Colorado
$6K – – –
CWA
165
Clearview Wealth Advisors
Oregon
$5K – – –
LAS
166
Lloyd Advisory Services
Georgia
$4K -$5.52K -98 -58%
SBL
167
Sargent Bickham Lagudis
Colorado
$4K – – –
CB
168
CNB Bank
Pennsylvania
$4K +$4K +71 New
FCA
169
FinTrust Capital Advisors
South Carolina
$4K +$4K +71 New
APC
170
Aspire Private Capital
North Carolina
$3K – – –
TAM
171
Tucker Asset Management
Colorado
$1.36K -$19.6K -317 -94%
WIM
172
Westside Investment Management
California
$11 – – –
EF
173
Empowered Funds
Pennsylvania
– -$47.2M -798,227 Closed
CFG
174
CMC Financial Group
Georgia
– -$7.58M -128,308 Closed
CAN
175
Claraphi Advisory Network
United States
– -$656K -11,097 Closed
4 5 6
7
8