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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

141 hedge funds and large institutions have $1.23B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
55
Reduced
38
Closed
14
Calls
$1.02M
Puts
$27.3M
Net Calls
-$26.2M
Net Calls Change
+$8.56M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$687M
2
ODG
2
O'Dell Group
Ohio
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$89.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.82M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.33M
2
CAS
2
Coppell Advisory Solutions
Texas
$17K
3
NA
3
Navellier & Associates
Nevada
$0
4
AWM
4
AE Wealth Management
Kansas
$4.98M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$687M 13,461,383 +482,248 +4%
Morgan Stanley
2
Morgan Stanley
New York
$89.7M 1,757,644 +172,499 +11%
Wells Fargo
3
Wells Fargo
California
$86M 1,686,340 +52,377 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.2M 630,669 +87,664 +16%
Goldman Sachs
5
Goldman Sachs
New York
$18.4M 361,673 -2,979 -0.8%
Bank of America
6
Bank of America
North Carolina
$18.1M 353,907 +54,777 +18%
NC
7
NewSquare Capital
Pennsylvania
$17.9M 350,978 +86,094 +33%
ODG
8
O'Dell Group
Ohio
$16.3M 319,284 +307,488 +2,607%
LPL Financial
9
LPL Financial
California
$15M 293,396 -40,549 -12%
RJA
10
Raymond James & Associates
Florida
$14.2M 278,031 +11,555 +4%
NA
11
NewEdge Advisors
Louisiana
$13.6M 266,079 -23,914 -8%
Truist Financial
12
Truist Financial
North Carolina
$13.4M 261,757 +39,574 +18%
Ameriprise
13
Ameriprise
Minnesota
$11.6M 228,105 +9,755 +4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$10.2M 200,090 +8,147 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$10M 196,535 -4,548 -2%
VCM
16
Virtue Capital Management
Tennessee
$9.98M 180,319 – –
WWA
17
WCG Wealth Advisors
Nevada
$9.61M 186,687 +12,608 +7%
ASN
18
Advisory Services Network
Georgia
$9.52M 186,630 +14,571 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.92M 174,798 +50,959 +41%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$8.51M 166,757 +47,890 +40%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$7.54M 147,724 +37,753 +34%
NP
22
Nilsine Partners
Colorado
$7.38M 144,696 +84,068 +139%
Stifel Financial
23
Stifel Financial
Missouri
$6.94M 135,983 +11,766 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.41M 125,646 -7,570 -6%
CWP
25
Cyndeo Wealth Partners
Florida
$6.24M 122,289 -2,264 -2%
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