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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

95 hedge funds and large institutions have $740M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
33
Increased
28
Reduced
18
Closed
14
Calls
$1.34M
Puts
$3.98M
Net Calls
-$2.64M
Net Calls Change
-$2.68M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$419M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.6M
3
Wells Fargo
3
Wells Fargo
California
$67.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$13.5M
5
Bank of America
5
Bank of America
North Carolina
$16.1M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.2M
2
TRCT
2
Tower Research Capital (TRC)
New York
$311K
3
CWM
3
Cornerstone Wealth Management
Missouri
$248K
4
FAAS
4
First Allied Advisory Services
California
$0
5
SCA
5
Snowden Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$419M 11,223,349 +11,223,349 New
Wells Fargo
2
Wells Fargo
California
$67.5M 1,807,340 +1,024,009 +131%
Morgan Stanley
3
Morgan Stanley
New York
$65.6M 1,756,539 +1,375,341 +361%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669 – –
Bank of America
5
Bank of America
North Carolina
$16.1M 431,918 +274,336 +174%
Goldman Sachs
6
Goldman Sachs
New York
$13.5M 361,341 +288,000 +393%
RJA
7
Raymond James & Associates
Florida
$12.6M 338,268 +213,768 +172%
UBS Group
8
UBS Group
Switzerland
$10.4M 278,849 +68,494 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.87M 210,572 +104,425 +98%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.61M 203,676 +194,139 +2,036%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.43M 198,870 +198,870 New
FEM
12
Fulcrum Equity Management
Texas
$7.22M 193,270 +193,270 New
NA
13
Navellier & Associates
Nevada
$6.61M 176,860 +176,860 New
Ameriprise
14
Ameriprise
Minnesota
$6.51M 174,047 +153,870 +763%
LPL Financial
15
LPL Financial
California
$6.36M 170,294 +40,251 +31%
GA
16
Gateway Advisory
New Jersey
$6.13M 164,038 +164,038 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$5.54M 148,251 +146,888 +10,777%
NC
18
NewSquare Capital
Pennsylvania
$4.91M 131,340 +131,340 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.18M 111,726 +28,459 +34%
Truist Financial
20
Truist Financial
North Carolina
$4.06M 108,739 +75,818 +230%
ASN
21
Advisory Services Network
Georgia
$3.7M 98,977 +98,977 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.69M 98,789 +79,712 +418%
Stifel Financial
23
Stifel Financial
Missouri
$3.56M 95,216 +31,328 +49%
NA
24
NewEdge Advisors
Louisiana
$2.98M 79,836 +79,836 New
Osaic Holdings
25
Osaic Holdings
Arizona
$2.4M 64,230 +306 +0.5%
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