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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

132 hedge funds and large institutions have $253M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 67 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-37
Holders Change %
-21.89%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
25
Reduced
67
Closed
49
Calls
$3.6M
Puts
$39.8M
Net Calls
-$36.2M
Net Calls Change
-$14M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.91M
2
TRCT
2
Tower Research Capital (TRC)
New York
$3.32M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.95M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$629K
5
Jane Street
5
Jane Street
New York
$1.01M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$52.9M
3
Wells Fargo
3
Wells Fargo
California
$56.7M
4
RJA
4
Raymond James & Associates
Florida
$7.45M
5
LPL Financial
5
LPL Financial
California
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
151
WMG Financial Advisors
Tennessee
– -$532K -9,740 Closed
WEG
152
World Equity Group
Illinois
– -$531K -9,739 Closed
WS
153
Wedbush Securities
California
– -$508K -9,322 Closed
ACS
154
Archford Capital Strategies
Illinois
– -$467K -8,642 Closed
WB
155
WesBanco Bank
West Virginia
– -$457K -8,393 Closed
Bank of New York Mellon
156
Bank of New York Mellon
New York
– -$436K -8,012 Closed
KPW
157
Kore Private Wealth
New York
– -$436K -8,000 Closed
GM
158
GeoWealth Management
Illinois
– -$415K -7,610 Closed
CRI
159
Colonial River Investments
Virginia
– -$335K -6,144 Closed
SCFS
160
S.C. Financial Services
Arizona
– -$315K -5,786 Closed
KA
161
Kovack Advisors
Florida
– -$300K -5,510 Closed
PFA
162
Pinnacle Family Advisors
Missouri
– -$276K -5,065 Closed
FFN
163
Focus Financial Network
Minnesota
– -$262K -4,810 Closed
CA
164
Claro Advisors
Massachusetts
– -$292K -4,708 Closed
PPWM
165
Paragon Private Wealth Management
Kentucky
– -$220K -4,342 Closed
MCM
166
MAI Capital Management
Ohio
– -$224K -4,107 Closed
ATC
167
Argent Trust Co
Tennessee
– -$212K -3,885 Closed
BA
168
Ballew Advisors
Mississippi
– -$204K -3,764 Closed
BEI
169
Benjamin Edwards Inc
Missouri
– -$77K -1,408 Closed
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
– -$72.1K -1,323 Closed
CFD
171
Creative Financial Designs
Indiana
– -$45K -824 Closed
EWM
172
EPG Wealth Management
Georgia
– -$27K -503 Closed
Bessemer Group
173
Bessemer Group
New Jersey
– -$27K -491 Closed
AssetMark Inc
174
AssetMark Inc
California
– -$25K -463 Closed
AF
175
Allworth Financial
California
– -$25K -460 Closed
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