First Trust Consumer Discretionary AlphaDEX Fund
FXD
117 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 17 closing their positions.
3% less call options, than puts
Call options by funds: $2.34M | Put options by funds: $2.41M
4% less capital invested
Capital invested by funds: $201M → $192M (-$8.94M)
4.19% less ownership
Funds ownership: 62.31% → 58.12% (-4.2%)
6% less funds holding
Funds holding: 124 → 117 (-7)
41% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 17
43% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
+$4.71M |
| 2 |
Morgan Stanley
New York
|
+$2.08M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.02M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.77M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.6M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.54M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
FXD Hedge Fund Activity: Q3 2025 in Review
117 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in First Trust Consumer Discretionary AlphaDEX Fund (FXD) for Q3 2025, worth a combined $192M — down 4.4% from $201M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of FXD and 10 opened new positions — a net loss of 7 holders — while 44 trimmed existing stakes and 25 added.
The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $4.71M. The largest seller was Wells Fargo, cutting an estimated $10.8M.
- 117 institutional investors held First Trust Consumer Discretionary AlphaDEX Fund (FXD) as of Q3 2025, down from 124 in Q2 2025.
- Funds reported $192M of First Trust Consumer Discretionary AlphaDEX Fund stock for Q3 2025, down 4.4% quarter-over-quarter.
- 10 funds opened new First Trust Consumer Discretionary AlphaDEX Fund positions in Q3 2025 and 17 closed out, a net change of -7 holders.
- The largest First Trust Consumer Discretionary AlphaDEX Fund buyer in Q3 2025 was IronBridge Private Wealth, an estimated $4.71M added.
- The largest First Trust Consumer Discretionary AlphaDEX Fund seller in Q3 2025 was Wells Fargo, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2025.