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First Trust Consumer Discretionary AlphaDEX Fund
FXD
FXD
125 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
825% more call options, than puts
Call options by funds: $2.83M | Put options by funds: $306K
14% less funds holding
Funds holding: 145 → 125 (-20)
50% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 52
51.87% less ownership
Funds ownership: 88.37% → 36.5% (-52%)
55% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 33
65% less capital invested
Capital invested by funds: $1.39B → $481M (-$907M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
Top Buyers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$139M |
| 2 |
Millennium Management
New York
|
+$22.4M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$15.8M |
| 4 |
Citigroup
New York
|
+$11M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.43M |
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$808M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$43.9M |
| 3 |
Morgan Stanley
New York
|
-$32.5M |
| 4 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
-$22.2M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$20.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
151
Ballew Advisors
Jackson,
Mississippi
| – | -$232K | -3,632 | Closed |
|
|
AA
152
Armis Advisers
Atlanta,
Georgia
| – | -$231K | -3,571 | Closed |
|
|
AI
153
Atria Investments
Charlotte,
North Carolina
| – | -$219K | -3,392 | Closed |
|
|
TA
154
TruWealth Advisors
Metairie,
Louisiana
| – | -$211K | -3,265 | Closed |
|
155
Creative Planning
Overland Park,
Kansas
| – | -$209K | -3,227 | Closed |
|
|
GWP
156
Gateway Wealth Partners
Appleton,
Wisconsin
| – | -$203K | -3,139 | Closed |
|
|
CFGS
157
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$66.3K | -1,000 | Closed |
|
|
CAL
158
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1K | -12 | Closed |
|