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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

110 hedge funds and large institutions have $918M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
+15
Holders Change %
+15.79%
% of All Funds
2.23%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
43
Reduced
23
Closed
7
Calls
$1.26M
Puts
$3.93M
Net Calls
-$2.67M
Net Calls Change
-$24K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$96.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.5M
3
NC
3
NewSquare Capital
Pennsylvania
$19.6M
4
FEG
4
Financial Enhancement Group
Indiana
$13.9M
5
Bank of America
5
Bank of America
North Carolina
$30.3M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$450M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.39M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.14M
4
FEM
4
Fulcrum Equity Management
Texas
$6.09M
5
PFS
5
Prospera Financial Services
Texas
$93K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$450M 10,577,849 -645,500 -6%
Morgan Stanley
2
Morgan Stanley
New York
$96.8M 2,274,631 +518,092 +29%
Wells Fargo
3
Wells Fargo
California
$82M 1,927,238 +119,898 +7%
Bank of America
4
Bank of America
North Carolina
$30.3M 711,220 +279,302 +65%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$21.5M 504,232 +405,443 +410%
UBS Group
6
UBS Group
Switzerland
$20.6M 484,252 +205,403 +74%
NC
7
NewSquare Capital
Pennsylvania
$19.6M 461,485 +330,145 +251%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$16.4M 270,669 – –
RJA
9
Raymond James & Associates
Florida
$15.4M 361,794 +23,526 +7%
FEG
10
Financial Enhancement Group
Indiana
$13.9M 326,576 +326,569 +4,665,271%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$12M 281,525 +82,655 +42%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$10.9M 255,550 +143,824 +129%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.95M 210,431 -141 -0.1%
LPL Financial
14
LPL Financial
California
$8.86M 208,170 +37,876 +22%
ODG
15
O'Dell Group
Ohio
$7.57M 177,968 +177,968 New
Ameriprise
16
Ameriprise
Minnesota
$7.53M 176,357 +2,310 +1%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$6.22M 146,192 -2,059 -1%
GA
18
Gateway Advisory
New Jersey
$6.16M 144,776 -19,262 -12%
FEM
19
Fulcrum Equity Management
Texas
$6.09M 143,123 -50,147 -26%
NA
20
Navellier & Associates
Nevada
$5.87M 137,831 -39,029 -22%
NA
21
NewEdge Advisors
Louisiana
$5.23M 122,990 +43,154 +54%
Truist Financial
22
Truist Financial
North Carolina
$4.94M 116,172 +7,433 +7%
Stifel Financial
23
Stifel Financial
Missouri
$4.43M 104,120 +8,904 +9%
ASN
24
Advisory Services Network
Georgia
$4.34M 101,897 +2,920 +3%
MWM
25
MinichMacGregor Wealth Management
New York
$3.25M 76,381 +28,269 +59%
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