FXD icon

First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

102 hedge funds and large institutions have $249M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
17
Increased
38
Reduced
28
Closed
14
Calls
$92K
Puts
$431K
Net Calls
-$339K
Net Calls Change
-$415K

Top Buyers

1
FEM
1
Fulcrum Equity Management
Texas
$18.9M
2
NA
2
Navellier & Associates
Nevada
$12.3M
3
UBS Group
3
UBS Group
Switzerland
$20.8M
4
CF
4
Centaurus Financial
California
$3.68M
5
AA
5
Advisory Alpha
Michigan
$2.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$12.1M
2
FTS
2
Fifth Third Securities
Ohio
$0
3
CS
3
Credit Suisse
Switzerland
$708K
4
W
4
WealthOne
New York
$0
5
PGA
5
Premia Global Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$42.4M 989,151 +57,648 +6%
Morgan Stanley
2
Morgan Stanley
New York
$24.9M 581,623 +34,265 +6%
UBS Group
3
UBS Group
Switzerland
$20.8M 485,297 +122,697 +34%
FEM
4
Fulcrum Equity Management
Texas
$18.9M 449,392 +449,392 New
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669 – –
NA
6
Navellier & Associates
Nevada
$12.3M 287,544 +287,544 New
Bank of America
7
Bank of America
North Carolina
$12.1M 282,992 -56,137 -17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.31M 217,368 +60,955 +39%
LPL Financial
9
LPL Financial
California
$7.13M 166,407 +9,150 +6%
RJA
10
Raymond James & Associates
Florida
$6.23M 145,533 -1,447 -1%
WP
11
WealthSource Partners
California
$6.15M 143,620 +39,300 +38%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.82M 112,459 -2,671 -2%
CF
13
Centaurus Financial
California
$3.68M 86,032 +82,391 +2,263%
Stifel Financial
14
Stifel Financial
Missouri
$3.64M 84,997 +7,266 +9%
HighTower Advisors
15
HighTower Advisors
Illinois
$3.17M 74,061 +320 +0.4%
AA
16
Advisory Alpha
Michigan
$2.8M 64,666 +64,666 New
MML Investors Services
17
MML Investors Services
Massachusetts
$2.76M 64,552 +2,407 +4%
Ameriprise
18
Ameriprise
Minnesota
$2.73M 63,704 +3,596 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.68M 62,643 -7,985 -11%
AG
20
Advisor Group
Arizona
$2.62M 61,183 -452 -0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.26M 52,755 -4,977 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.16M 50,331 -1,310 -3%
SCA
23
Snowden Capital Advisors
New York
$2.12M 49,439 +1,091 +2%
Jane Street
24
Jane Street
New York
$2.02M 47,087 +15,332 +48%
CW
25
CreativeOne Wealth
Kansas
$1.85M 43,305 +43,305 New
1
2 3 4 5