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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

144 hedge funds and large institutions have $1.39B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
52
Reduced
44
Closed
8
Calls
$239K
Puts
$1.83M
Net Calls
-$1.59M
Net Calls Change
-$2.15M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$40.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$808M
3
IAA
3
Independent Advisor Alliance
North Carolina
$6.45M
4
LPL Financial
4
LPL Financial
California
$22.3M
5
ASN
5
Advisory Services Network
Georgia
$17M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$292K
2
Citadel Advisors
2
Citadel Advisors
Florida
$219K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.07M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.09M
5
Jane Street
5
Jane Street
New York
$763K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$808M 12,506,030 +476,185 +4%
Wells Fargo
2
Wells Fargo
California
$114M 1,767,699 -925 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$99.2M 1,534,500 +8,882 +0.6%
Raymond James Financial
4
Raymond James Financial
Florida
$40.6M 627,695 +627,695 New
LPL Financial
5
LPL Financial
California
$22.3M 345,779 +58,013 +20%
ODG
6
O'Dell Group
Ohio
$22.2M 343,397 -268 -0.1%
NA
7
NewEdge Advisors
Louisiana
$21M 325,548 +23,047 +8%
NC
8
NewSquare Capital
Pennsylvania
$20.9M 324,000 +1,498 +0.5%
Bank of America
9
Bank of America
North Carolina
$20.4M 315,109 -5,423 -2%
NP
10
Nilsine Partners
Colorado
$17.4M 268,575 +20,672 +8%
ASN
11
Advisory Services Network
Georgia
$17M 263,696 +30,754 +13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$11.7M 180,934 -11,938 -6%
BEI
13
Benjamin Edwards Inc
Missouri
$11.5M 177,413 -12,857 -7%
Truist Financial
14
Truist Financial
North Carolina
$10.9M 168,959 +8,705 +5%
Ameriprise
15
Ameriprise
Minnesota
$9.73M 150,614 -10,617 -7%
UBS Group
16
UBS Group
Switzerland
$8.59M 132,836 +1,425 +1%
Stifel Financial
17
Stifel Financial
Missouri
$8.08M 125,011 +1,034 +0.8%
WWA
18
WCG Wealth Advisors
Nevada
$7.59M 117,404 +307 +0.3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.07M 109,389 -39,332 -26%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$6.47M 100,106 +893 +0.9%
IAA
21
Independent Advisor Alliance
North Carolina
$6.45M 99,723 +99,723 New
Baird Financial Group
22
Baird Financial Group
Wisconsin
$6.2M 95,986 +1,326 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.09M 78,791 -21,307 -21%
PPWM
24
Paragon Private Wealth Management
Kentucky
$4.14M 64,034 +342 +0.5%
WIA
25
World Investment Advisors
California
$4.13M 63,975 +15,636 +32%
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