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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

94 hedge funds and large institutions have $276M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 17 closing their positions.

Holders
94
Holders Change
-11
Holders Change %
-10.48%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
26
Reduced
36
Closed
17
Calls
$244K
Puts
$10K
Net Calls
+$234K
Net Calls Change
+$225K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.91M
2
CS
2
Credit Suisse
Switzerland
$7.92M
3
CWM
3
Cornerstone Wealth Management
Missouri
$2.69M
4
WP
4
WealthSource Partners
California
$1.58M
5
VCM
5
Virtue Capital Management
Tennessee
$2.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$70.3M
2
NA
2
Navellier & Associates
Nevada
$0
3
LPL Financial
3
LPL Financial
California
$4.98M
4
UBS Group
4
UBS Group
Switzerland
$25.6M
5
RJA
5
Raymond James & Associates
Florida
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$70.3M 1,657,052 -498,137 -23%
Morgan Stanley
2
Morgan Stanley
New York
$49.1M 1,159,041 -20,916 -2%
UBS Group
3
UBS Group
Switzerland
$25.6M 604,618 -62,452 -9%
RJA
4
Raymond James & Associates
Florida
$17.4M 409,688 -40,191 -9%
Bank of America
5
Bank of America
North Carolina
$12.5M 293,909 -27,622 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.91M 233,755 +114,714 +96%
Stifel Financial
7
Stifel Financial
Missouri
$8.98M 211,512 -39,189 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.82M 208,094 +13,878 +7%
CS
9
Credit Suisse
Switzerland
$7.92M 186,820 +82,173 +79%
AIM
10
Astor Investment Management
Illinois
$4.98M 117,531 -5,508 -4%
LPL Financial
11
LPL Financial
California
$4.98M 117,499 -137,978 -54%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.08M 96,213 -3,418 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.43M 80,915 -5,632 -7%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.28M 77,336 +1,321 +2%
AG
15
Advisor Group
Arizona
$2.92M 68,947 -8,476 -11%
CWM
16
Cornerstone Wealth Management
Missouri
$2.69M 113,848 +113,848 New
SB
17
Suntrust Banks
Georgia
$2.18M 58,896 -9,778 -14%
UCFA
18
United Capital Financial Advisors
Texas
$2.16M 50,821 -742 -1%
VCM
19
Virtue Capital Management
Tennessee
$2.04M 48,187 +19,356 +67%
Ameriprise
20
Ameriprise
Minnesota
$1.8M 42,522 -19,066 -31%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.77M 41,842 -2,461 -6%
LFAS
22
Level Four Advisory Services
Texas
$1.65M 38,814 +586 +2%
WP
23
WealthSource Partners
California
$1.58M 37,171 +37,171 New
GFPC
24
Global Financial Private Capital
Florida
$1.38M 32,625 -1,173 -3%
FEG
25
Financial Enhancement Group
Indiana
$1.38M 32,619 +17,987 +123%
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