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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
77
Closed
16
Calls
$2.53M
Puts
$24.7M
Net Calls
-$22.2M
Net Calls Change
+$9.69M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$608M
2
OMC
2
Old Mission Capital
Illinois
$8.22M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$3.8M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.31M
5
HF
5
HRT Financial
New York
$1.31M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$26.4M
3
Wells Fargo
3
Wells Fargo
California
$133M
4
DADC
4
D.A. Davidson & Co
Montana
$533K
5
Stifel Financial
5
Stifel Financial
Missouri
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
151
Brown Brothers Harriman & Co
New York
$22K +$22K +400 New
AWM
152
Avior Wealth Management
Nebraska
$21K -$1.72K -32 -8%
ACA
153
Aptus Capital Advisors
Alabama
$20K +$4.49K +82 +29%
APW
154
Acima Private Wealth
Virginia
$16K – – –
NFSG
155
Newbridge Financial Services Group
Florida
$15K – – –
WWM
156
Wagner Wealth Management
South Carolina
$12K +$2.89K +53 +32%
MWM
157
Mascoma Wealth Management
New Hampshire
$10K – – –
SSB
158
Sandy Spring Bank
Maryland
$8K – – –
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8K +143 New
GRP
160
Global Retirement Partners
California
$7K +$7K +151 New
GWSG
161
GPS Wealth Strategies Group
Colorado
$5K – – –
GWANC
162
Guardian Wealth Advisors (North Carolina)
North Carolina
$4K -$4.98K -102 -55%
FCA
163
FinTrust Capital Advisors
South Carolina
$4K – – –
CWA
164
Clearview Wealth Advisors
Oregon
$4K – – –
TAM
165
Tucker Asset Management
Colorado
$3.32K +$2.13K +39 +177%
LAS
166
Lloyd Advisory Services
Georgia
$3K -$804 -15 -21%
APC
167
Aspire Private Capital
North Carolina
$3K – – –
SBL
168
Sargent Bickham Lagudis
Colorado
$3K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$1K +$1K +12 New
WIM
170
Westside Investment Management
California
$9 – – –
VCM
171
Virtue Capital Management
Tennessee
– -$6.21M -100,029 Closed
IAA
172
Independent Advisor Alliance
North Carolina
– -$1.66M -26,762 Closed
WDC
173
Woodward Diversified Capital
California
– -$336K -5,421 Closed
MW
174
Marks Wealth
Maryland
– -$295K -4,755 Closed
GIA
175
Gladstone Institutional Advisory
Florida
– -$255K -4,113 Closed
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