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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

94 hedge funds and large institutions have $208M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 37 reducing their positions, and 17 closing their positions.

Holders
94
Holders Change
-8
Holders Change %
-7.84%
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
28
Reduced
37
Closed
17
Calls
$33K
Puts
$452K
Net Calls
-$419K
Net Calls Change
-$80K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.26M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.75M
4
CS
4
Credit Suisse
Switzerland
$2.31M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.71M

Top Sellers

1
FEM
1
Fulcrum Equity Management
Texas
$17K
2
NA
2
Navellier & Associates
Nevada
$0
3
Wells Fargo
3
Wells Fargo
California
$37.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.32M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$37.4M 889,569 -99,582 -10%
Morgan Stanley
2
Morgan Stanley
New York
$21.8M 519,557 -62,066 -11%
UBS Group
3
UBS Group
Switzerland
$19.3M 458,356 -26,941 -6%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669 – –
Bank of America
5
Bank of America
North Carolina
$16.3M 388,352 +105,360 +37%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$6.32M 150,192 -67,176 -31%
RJA
7
Raymond James & Associates
Florida
$5.78M 137,388 -8,145 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.75M 136,677 +74,034 +118%
LPL Financial
9
LPL Financial
California
$5.25M 124,924 -41,483 -25%
WP
10
WealthSource Partners
California
$4.73M 112,467 -31,153 -22%
Stifel Financial
11
Stifel Financial
Missouri
$4.71M 111,927 +26,930 +32%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.47M 106,326 -6,133 -5%
CF
13
Centaurus Financial
California
$3.67M 87,275 +1,243 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.33M 79,198 +5,137 +7%
Goldman Sachs
15
Goldman Sachs
New York
$3.26M 77,427 +77,427 New
AA
16
Advisory Alpha
Michigan
$2.88M 70,341 +5,675 +9%
AG
17
Advisor Group
Arizona
$2.57M 61,139 -44 -0.1%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.55M 60,691 -3,861 -6%
CS
19
Credit Suisse
Switzerland
$2.31M 55,033 +38,498 +233%
SCA
20
Snowden Capital Advisors
New York
$2.09M 49,665 +226 +0.5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.05M 48,755 -1,576 -3%
Ameriprise
22
Ameriprise
Minnesota
$2.05M 48,711 -14,993 -24%
LFAS
23
Level Four Advisory Services
Texas
$1.72M 40,868 -1,618 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.64M 38,915 -13,840 -26%
PFS
25
Prospera Financial Services
Texas
$1.59M 37,684 +5,138 +16%
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