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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

137 hedge funds and large institutions have $1.41B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 49 reducing their positions, and 15 closing their positions.

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
44
Reduced
49
Closed
15
Calls
$2.5M
Puts
$1.26M
Net Calls
+$1.24M
Net Calls Change
+$4.71M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$787M
2
Wells Fargo
2
Wells Fargo
California
$112M
3
NP
3
Nilsine Partners
Colorado
$15.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$20M
5
NC
5
NewSquare Capital
Pennsylvania
$20.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
VCM
2
Virtue Capital Management
Tennessee
$0
3
UBS Group
3
UBS Group
Switzerland
$8.87M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.9M
5
WWA
5
WCG Wealth Advisors
Nevada
$7.69M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$787M 12,191,860 +238,009 +2%
Wells Fargo
2
Wells Fargo
California
$112M 1,735,674 +146,892 +9%
Morgan Stanley
3
Morgan Stanley
New York
$107M 1,662,330 -1,431,298 -46%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.9M 509,695 -60,468 -11%
LPL Financial
5
LPL Financial
California
$25.3M 392,352 +4,186 +1%
Bank of America
6
Bank of America
North Carolina
$23.2M 359,962 +54,819 +18%
ODG
7
O'Dell Group
Ohio
$20.5M 318,282 +1,086 +0.3%
NC
8
NewSquare Capital
Pennsylvania
$20.3M 315,123 +69,709 +28%
Goldman Sachs
9
Goldman Sachs
New York
$20M 310,441 +76,448 +33%
NA
10
NewEdge Advisors
Louisiana
$17.8M 275,689 +13,721 +5%
RJA
11
Raymond James & Associates
Florida
$16.5M 255,071 +23,333 +10%
NP
12
Nilsine Partners
Colorado
$15.4M 238,235 +110,840 +87%
Ameriprise
13
Ameriprise
Minnesota
$14M 217,273 -22,656 -9%
ASN
14
Advisory Services Network
Georgia
$13.9M 216,042 +15,955 +8%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13M 201,155 +9,643 +5%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$12.3M 191,224 +1,447 +0.8%
Truist Financial
17
Truist Financial
North Carolina
$10M 155,553 -8,974 -5%
Stifel Financial
18
Stifel Financial
Missouri
$9.31M 144,284 +18,764 +15%
UBS Group
19
UBS Group
Switzerland
$8.87M 137,370 -77,578 -36%
WWA
20
WCG Wealth Advisors
Nevada
$7.69M 119,094 -41,656 -26%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.37M 114,173 -320 -0.3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$7.25M 112,383 +12,633 +13%
VAS
23
Vestmark Advisory Solutions
Massachusetts
$6.38M 98,927 +3,304 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.3M 97,677 +14,649 +18%
GA
25
Gateway Advisory
New Jersey
$6.26M 96,922 +3,205 +3%
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