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First Trust Consumer Discretionary AlphaDEX Fund
FXD

Overview Fund Activity

124 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

Holders
124
Holders Change
-20
Holders Change %
-13.89%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$128M
2
Millennium Management
2
Millennium Management
New York
$20.4M
3
PCH
3
PGIM Custom Harvest
New Jersey
$14.8M
4
Citigroup
4
Citigroup
New York
$10.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.33M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$62.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$59.1M
4
ODG
4
O'Dell Group
Ohio
$0
5
NC
5
NewSquare Capital
Pennsylvania
$22K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$128M 2,203,141 +2,187,371 +13,870%
Wells Fargo
2
Wells Fargo
California
$62.2M 1,074,797 -692,902 -39%
Morgan Stanley
3
Morgan Stanley
New York
$59.1M 1,021,495 -513,005 -33%
Raymond James Financial
4
Raymond James Financial
Florida
$27.3M 471,038 -156,657 -25%
Millennium Management
5
Millennium Management
New York
$20.4M 353,201 +353,201 New
LPL Financial
6
LPL Financial
California
$16.3M 282,282 -63,497 -18%
PCH
7
PGIM Custom Harvest
New Jersey
$14.8M 255,940 +248,468 +3,325%
Bank of America
8
Bank of America
North Carolina
$13.3M 229,022 -86,087 -27%
Truist Financial
9
Truist Financial
North Carolina
$10.1M 174,452 +5,493 +3%
Citigroup
10
Citigroup
New York
$10.1M 173,721 +173,521 +86,761%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.21M 141,860 +32,471 +30%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.71M 115,937 -64,997 -36%
Stifel Financial
13
Stifel Financial
Missouri
$6.66M 114,962 -10,049 -8%
UBS Group
14
UBS Group
Switzerland
$6.22M 107,455 -25,381 -19%
WWA
15
WCG Wealth Advisors
Nevada
$5.61M 96,896 -20,508 -17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.35M 92,405 +31,362 +51%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$5.31M 91,776 -8,330 -8%
Goldman Sachs
18
Goldman Sachs
New York
$5.13M 88,576 +38,953 +78%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.28M 73,959 -4,832 -6%
Ameriprise
20
Ameriprise
Minnesota
$3.9M 66,634 -83,980 -56%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$3.38M 58,390 -5,481 -9%
Citadel Advisors
22
Citadel Advisors
Florida
$3.33M 57,519 +54,132 +1,598%
PPWM
23
Paragon Private Wealth Management
Kentucky
$3M 51,889 -12,145 -19%
BEI
24
Benjamin Edwards Inc
Missouri
$2.79M 48,167 -129,246 -73%
HF
25
HRT Financial
New York
$2.35M 40,641 +40,641 New
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