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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

145 hedge funds and large institutions have $1.35B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
34
Reduced
62
Closed
14
Calls
$2.98M
Puts
$6.45M
Net Calls
-$3.47M
Net Calls Change
+$22.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
UBS Group
2
UBS Group
Switzerland
$12.7M
3
LPL Financial
3
LPL Financial
California
$22.9M
4
GA
4
Gateway Advisory
New Jersey
$5.53M
5
NA
5
Navellier & Associates
Nevada
$3.74M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$705M
2
Goldman Sachs
2
Goldman Sachs
New York
$13.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.06M
4
NC
4
NewSquare Capital
Pennsylvania
$14.5M
5
Wells Fargo
5
Wells Fargo
California
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$705M 11,953,851 -1,507,532 -11%
Morgan Stanley
2
Morgan Stanley
New York
$182M 3,093,628 +1,335,984 +76%
Wells Fargo
3
Wells Fargo
California
$93.7M 1,588,782 -97,558 -6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$33.6M 570,163 -60,506 -10%
LPL Financial
5
LPL Financial
California
$22.9M 388,166 +94,770 +32%
ODG
6
O'Dell Group
Ohio
$18.7M 317,196 -2,088 -0.7%
Bank of America
7
Bank of America
North Carolina
$18M 305,143 -48,764 -14%
NA
8
NewEdge Advisors
Louisiana
$15.4M 261,968 -4,111 -2%
NC
9
NewSquare Capital
Pennsylvania
$14.5M 245,414 -105,564 -30%
Ameriprise
10
Ameriprise
Minnesota
$14.1M 239,929 +11,824 +5%
Goldman Sachs
11
Goldman Sachs
New York
$13.8M 233,993 -127,680 -35%
RJA
12
Raymond James & Associates
Florida
$13.7M 231,738 -46,293 -17%
UBS Group
13
UBS Group
Switzerland
$12.7M 214,948 +110,462 +106%
ASN
14
Advisory Services Network
Georgia
$11.8M 200,087 +13,457 +7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$11.3M 191,512 -5,023 -3%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$11.2M 189,777 -10,313 -5%
Truist Financial
17
Truist Financial
North Carolina
$9.7M 164,527 -97,230 -37%
WWA
18
WCG Wealth Advisors
Nevada
$9.48M 160,750 -25,937 -14%
NP
19
Nilsine Partners
Colorado
$7.51M 127,395 -17,301 -12%
Stifel Financial
20
Stifel Financial
Missouri
$7.4M 125,520 -10,463 -8%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.27M 123,290 -43,467 -26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.75M 114,493 -11,153 -9%
VCM
23
Virtue Capital Management
Tennessee
$6.09M 106,981 -73,338 -41%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$5.88M 99,750 -47,974 -32%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$5.64M 95,623 +3,961 +4%
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