We are live on ! Find out more
FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

124 hedge funds and large institutions have $204M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $642K

25.8% more ownership

Funds ownership: 36.5%62.31% (+26%)

1% less funds holding

Funds holding: 125124 (-1)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

57% less capital invested

Capital invested by funds: $481M → $204M (-$276M)

75% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 60

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
15
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$41.7M -$24.8M -418,106 -39%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M -$31M -523,973 -51%
LPL Financial
3
LPL Financial
California
$14.5M -$3.23M -54,448 -19%
Raymond James Financial
4
Raymond James Financial
Florida
$14.3M -$14.5M -244,925 -52%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.84M +$7.59M +128,154 +474%
Bank of America
6
Bank of America
North Carolina
$8.76M -$5.39M -90,976 -40%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.13M -$1.14M -19,256 -17%
Stifel Financial
8
Stifel Financial
Missouri
$5.28M -$1.88M -31,684 -28%
Goldman Sachs
9
Goldman Sachs
New York
$5.08M -$505K -8,522 -10%
UBS Group
10
UBS Group
Switzerland
$3.79M -$2.83M -47,784 -44%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.74M +$2.21M +37,287 +172%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$3.17M +$2.96M +50,000 New
BC
13
Broadwater Capital
Massachusetts
$2.98M +$174K +2,935 +6,245%
Truist Financial
14
Truist Financial
North Carolina
$2.9M -$7.63M -128,781 -74%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.86M -$128M -2,158,047 -98%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.71M +$257K +4,339 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.6M -$5.97M -100,852 -71%
PPWM
18
Paragon Private Wealth Management
Kentucky
$2.54M -$703K -11,865 -23%
Ameriprise
19
Ameriprise
Minnesota
$2.51M -$1.61M -27,139 -41%
Citadel Advisors
20
Citadel Advisors
Florida
$2.38M -$1.19M -20,006 -35%
TRCT
21
Tower Research Capital (TRC)
New York
$2.28M +$1.29M +21,828 +155%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.77M -$2.73M -46,067 -62%
NP
23
Nilsine Partners
Colorado
$1.74M +$7.7K +130 +0.5%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$1.55M -$213K -3,589 -13%
TS
25
TradeWell Securities
Indiana
$1.43M +$78.5K +1,325 +6%

FXD Hedge Fund Activity: Q2 2025 in Review

124 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q2 2025, worth a combined $204M — down 57% from $481M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FXD and 17 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 15 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.59M. The largest seller was Susquehanna International Group, cutting an estimated $128M.

  • 124 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q2 2025, down from 125 in Q1 2025.
  • Funds reported $204M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q2 2025, down 57% quarter-over-quarter.
  • 17 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of -1 holder.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q2 2025 was Cambridge Investment Research Advisors, an estimated $7.59M added.
  • The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q2 2025 was Susquehanna International Group, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2025.