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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

105 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
38
Closed
7
Calls
$265K
Puts
$404K
Net Calls
-$139K
Net Calls Change
-$373K

Top Buyers

1
KCM
1
Karp Capital Management
California
$3.78M
2
FI
2
FormulaFolio Investments
Michigan
$2.56M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.19M
4
LA
4
LexAurum Advisors
Kansas
$1.39M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.14M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$63M
2
CS
2
Credit Suisse
Switzerland
$290K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.66M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$45.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$63M 1,449,907 -207,145 -13%
Morgan Stanley
2
Morgan Stanley
New York
$45.1M 1,036,970 -122,071 -11%
UBS Group
3
UBS Group
Switzerland
$21.3M 490,226 -114,392 -19%
RJA
4
Raymond James & Associates
Florida
$14.9M 341,751 -67,937 -17%
Bank of America
5
Bank of America
North Carolina
$12.2M 280,947 -12,962 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.75M 178,357 -55,398 -24%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.19M 119,487 +38,572 +48%
AIM
8
Astor Investment Management
Illinois
$5.03M 115,826 -1,705 -1%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.41M 101,426 +5,213 +5%
KCM
10
Karp Capital Management
California
$3.78M 86,871 +86,871 New
LPL Financial
11
LPL Financial
California
$3.57M 82,068 -35,431 -30%
HighTower Advisors
12
HighTower Advisors
Illinois
$3.15M 72,245 -5,091 -7%
Stifel Financial
13
Stifel Financial
Missouri
$3.11M 71,539 -139,973 -66%
CWM
14
Cornerstone Wealth Management
Missouri
$2.73M 104,994 -8,854 -8%
AG
15
Advisor Group
Arizona
$2.72M 62,631 -6,316 -9%
FI
16
FormulaFolio Investments
Michigan
$2.56M 58,990 +58,990 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.4M 55,298 +13,456 +32%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.14M 49,255 +30,592 +164%
UCFA
19
United Capital Financial Advisors
Texas
$2.07M 47,618 -3,203 -6%
Ameriprise
20
Ameriprise
Minnesota
$1.91M 43,956 +1,434 +3%
SB
21
Suntrust Banks
Georgia
$1.81M 48,938 -9,958 -17%
AW
22
ACG Wealth
Georgia
$1.75M 40,181 +26,458 +193%
SCA
23
Snowden Capital Advisors
New York
$1.73M 39,842 +8,007 +25%
FEG
24
Financial Enhancement Group
Indiana
$1.72M 39,573 +6,954 +21%
LFAS
25
Level Four Advisory Services
Texas
$1.71M 39,250 +436 +1%
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