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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$65.73 +0.27 (+0.41%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Consumer Discretionary AlphaDEX Fund (NYSEARCA:FXD)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$100.55M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$163.69M
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FXD Institutional Buying and Selling by Quarter

First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Apeiron RIA LLC15,411$996K0.3%+5.0%0.062%
1/17/2025 Secure Asset Management LLC19,602$1.27M0.2%+4.2%0.079%
1/17/2025 Janney Montgomery Scott LLC180,934$11.69M0.0%-6.2%0.733%
1/16/2025 Tudor Financial Inc.10,901$705K0.4%+2.5%0.044%
1/13/2025 Davis Investment Partners LLC17,665$1.13M0.5%+26.0%0.072%
1/8/2025 International Assets Investment Management LLC4,528$292K0.0%-98.5%0.018%
12/26/2024JPMorgan Chase & Co.37,447$2.37M0.0%+3.0%0.152%
11/25/2024Wilmington Savings Fund Society FSB715$45K0.0%N/A0.003%
11/25/2024World Investment Advisors LLC48,339$3.06M0.1%N/A0.196%
11/21/2024 Tudor Financial Inc.10,637$673K0.4%N/A0.043%
11/15/2024Jane Street Group LLC29,230$1.85M0.0%+46.2%0.118%
11/15/2024Stifel Financial Corp123,977$7.85M0.0%-10.4%0.502%
11/15/2024Benjamin Edwards Inc.190,270$12.05M0.2%+6,499.7%0.770%
11/14/2024Captrust Financial Advisors9,135$578K0.0%+132.4%0.037%
11/14/2024Rockefeller Capital Management L.P.37,774$2.39M0.0%-1.3%0.153%
11/14/2024RPg Family Wealth Advisory LLC6,439$408K0.1%-16.2%0.026%
11/13/2024Transamerica Financial Advisors Inc.37,927$2.40M0.2%-10.0%0.154%
11/13/2024D.A. Davidson & CO.33,810$2.14M0.0%-64.4%0.137%
11/12/2024StoneX Group Inc.22,096$1.40M0.1%+3.6%0.089%
11/12/2024Leelyn Smith LLC7,419$470K0.1%N/A0.030%
11/12/2024Navellier & Associates Inc.43,128$2.73M0.4%N/A0.175%
11/8/2024Prospera Financial Services Inc5,044$319K0.0%-57.7%0.020%
11/7/2024MAI Capital Management13,781$872K0.0%-34.1%0.056%
11/7/2024 Claro Advisors LLC5,801$367K0.0%-9.9%0.023%
11/6/2024Schrum Private Wealth Management LLC28,012$1.77M0.9%+93.1%0.113%
11/6/2024Kovack Advisors Inc.5,666$359K0.0%-6.8%0.023%
11/5/2024Proactive Wealth Strategies LLC24,029$1.52M0.8%N/A0.097%
11/5/2024Harbour Investments Inc.3,640$230K0.0%-24.6%0.015%
11/4/2024Cottonwood Capital Advisors LLC22,404$1.42M1.0%-10.3%0.091%
10/30/2024 MinichMacGregor Wealth Management LLC10,564$669K0.1%-3.2%0.043%
10/30/2024Capital Wealth Alliance LLC14,220$900K0.5%-17.9%0.058%
10/29/2024 Janney Montgomery Scott LLC192,872$12.21M0.0%-4.4%0.781%
10/29/2024Realta Investment Advisors7,747$490K0.2%-8.8%0.031%
10/28/2024Stephens Inc. AR13,995$886K0.0%+2.4%0.057%
10/22/2024 International Assets Investment Management LLC301,743$19.10M0.0%+6,228.5%1.222%
10/22/2024Private Advisor Group LLC13,879$878K0.0%-7.9%0.056%
10/18/2024TriaGen Wealth Management LLC40,132$2.54M0.9%+0.7%0.162%
10/18/2024Raymond James & Associates244,658$15.48M0.0%-4.3%0.991%
10/17/2024 Claro Advisors LLC2,478$157K0.0%-61.5%0.010%
10/17/2024 TruWealth Advisors LLC3,265$207K0.0%N/A0.013%
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10/16/2024 Secure Asset Management LLC18,816$1.19M0.2%+36.9%0.076%
10/11/2024Creative Planning3,227$204K0.0%N/A0.013%
10/8/2024CWM LLC66,270$4.19M0.0%-14.6%0.268%
10/8/2024 Atwood & Palmer Inc.545$34K0.0%-46.6%0.002%
10/7/2024 Davis Investment Partners LLC14,019$876K0.4%N/A0.057%
10/7/2024WealthBridge Capital Management LLC3,383$214K0.1%N/A0.014%
8/26/2024Founders Financial Alliance LLC2,924$175K0.1%-8.9%0.012%
8/22/2024Cetera Investment Advisers29,113$1.74M0.0%-1.1%0.118%
8/21/2024Truist Financial Corp158,604$9.50M0.0%+2.0%0.642%
8/16/2024NewEdge Advisors LLC296,294$17.75M0.1%+7.5%1.200%
8/14/2024Gateway Advisory LLC98,249$5.89M1.0%+1.4%0.398%
8/13/2024Benjamin Edwards Inc.2,883$173K0.0%+12.6%0.012%
8/13/2024Benjamin F. Edwards & Company Inc.186,907$11.20M0.2%-2.3%0.757%
8/12/2024WCG Wealth Advisors LLC120,258$7.21M0.5%+1.0%0.487%
8/12/2024RPg Family Wealth Advisory LLC7,680$460K0.2%+22.4%0.031%
8/8/2024Envestnet Asset Management Inc.58,739$3.52M0.0%+4.3%0.238%
8/5/2024Private Advisor Group LLC15,071$903K0.0%-4.1%0.061%
8/1/2024D.A. Davidson & CO.94,847$5.68M0.1%+1.4%0.384%
8/1/2024 Claro Advisors LLC6,435$385K0.1%-4.4%0.026%
7/31/2024Nilsine Partners LLC243,886$14.61M2.0%+2.4%0.987%
7/31/2024Commonwealth Equity Services LLC100,436$6.02M0.0%+2.8%0.407%
7/30/2024 International Assets Investment Management LLC4,768$286K0.0%+9.8%0.019%
7/26/2024Harbour Investments Inc.4,825$289K0.0%+53.2%0.020%
7/26/2024Cambridge Investment Research Advisors Inc.31,081$1.86M0.0%+4.7%0.126%
7/24/2024 Secure Asset Management LLC13,749$824K0.2%N/A0.056%
7/23/2024NewSquare Capital LLC314,933$18.87M1.6%-0.1%1.275%
7/23/2024Elser Financial Planning Inc8,000$479K0.1%N/A0.032%
7/20/2024Raymond James Financial Services Advisors Inc.393,801$23.59M0.0%-22.7%1.594%
7/19/2024Raymond James & Associates255,714$15.32M0.0%+0.3%1.035%
7/18/2024TriaGen Wealth Management LLC39,848$2.39M0.9%+1.0%0.161%
7/16/2024 Apeiron RIA LLC14,552$872K0.3%+13.1%0.059%
7/13/2024HFG Advisors Inc.14,620$876K0.8%-2.9%0.059%
7/12/2024 Ignite Planners LLC4,217$248K0.1%-16.5%0.017%
7/11/2024CX Institutional1,396$84K0.0%N/A0.006%
7/10/2024 Atwood & Palmer Inc.1,020$61K0.0%-64.2%0.004%
7/10/2024CWM LLC77,644$4.65M0.0%-8.6%0.314%
5/24/2024Cetera Advisors LLC12,724$821K0.0%+25.0%0.052%
5/24/2024Cetera Investment Advisers29,429$1.90M0.0%+65.8%0.119%
5/17/2024Comerica Bank6,552$423K0.0%+11.5%0.027%
5/17/2024Coppell Advisory Solutions Corp.40,599$2.62M0.5%N/A0.164%
5/8/2024O Dell Group LLC318,282$20.54M5.0%+0.3%1.289%
5/7/2024PFG Advisors5,647$364K0.0%-5.8%0.023%
5/6/2024Advisory Services Network LLC216,042$13.94M0.3%+8.0%0.875%
5/1/2024StoneX Group Inc.20,749$1.34M0.1%+8.4%0.084%
5/1/2024 Janney Montgomery Scott LLC201,155$12.98M0.0%+5.0%0.814%
4/30/2024Private Advisor Group LLC15,722$1.02M0.0%-11.2%0.064%
4/30/2024 Arkadios Wealth Advisors4,081$263K0.0%-24.2%0.016%
4/29/2024Commonwealth Equity Services LLC97,677$6.30M0.0%+17.6%0.395%
4/29/2024Benjamin Edwards Inc.2,561$165K0.0%+63.2%0.010%
4/29/2024Benjamin F. Edwards & Company Inc.191,224$12.34M0.2%+0.8%0.773%
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4/26/2024Cottonwood Capital Advisors LLC25,032$1.48M1.2%-2.7%0.101%
4/25/2024Cambridge Investment Research Advisors Inc.29,691$1.92M0.0%+1.1%0.120%
4/23/2024TriaGen Wealth Management LLC39,445$2.55M1.1%+3.1%0.159%
4/23/2024Raymond James Financial Services Advisors Inc.509,695$32.89M0.0%-10.6%2.059%
4/22/2024Nilsine Partners LLC238,235$15.38M2.1%+87.0%0.963%
4/22/2024Raymond James & Associates255,071$16.46M0.0%+10.1%1.031%
4/20/2024Kesler Norman & Wride LLC7,150$461K0.1%+5.4%0.029%
4/19/2024 Trust Co. of Oklahoma16,808$1.09M0.4%+88.6%0.068%
4/19/2024Monument Capital Management60,062$3.88M1.1%+439.2%0.243%
4/12/2024 Ignite Planners LLC5,053$324K0.1%-20.5%0.019%
(Data available from 1/1/2016 forward)

FXD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXD shares?

During the previous two years, 127 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($705.04M), Wells Fargo & Company MN ($93.71M), Raymond James Financial Services Advisors Inc. ($23.59M), O Dell Group LLC ($20.54M), NewSquare Capital LLC ($18.87M), NewEdge Advisors LLC ($17.75M), and Raymond James & Associates ($15.48M).Learn more on FXD's institutional investors.

Which institutional investors have been buying First Trust Consumer Discretionary AlphaDEX Fund stock?

Of the 111 institutional investors that purchased First Trust Consumer Discretionary AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Trust Advisors LP ($12.99M), International Assets Investment Management LLC ($567.17K), Raymond James Financial Services Advisors Inc. ($534.32K), NewSquare Capital LLC ($350.98K), O Dell Group LLC ($308.57K), Nilsine Partners LLC ($218.60K), and Truist Financial Corp ($216.23K).

How much institutional buying is happening at First Trust Consumer Discretionary AlphaDEX Fund?

Institutional investors have bought a total of 18,491,237 shares in the last 24 months. This purchase volume represents approximately $979.81M in transactions.

Which First Trust Consumer Discretionary AlphaDEX Fund major shareholders have been selling company stock?

Of the 71 institutional investors that sold First Trust Consumer Discretionary AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($1.51M), Wells Fargo & Company MN ($306.51K), Raymond James Financial Services Advisors Inc. ($305.12K), International Assets Investment Management LLC ($299.69K), BNP Paribas Arbitrage SNC ($200K), UBS Group AG ($171.75K), and NewSquare Capital LLC ($105.75K).

How much institutional selling is happening at First Trust Consumer Discretionary AlphaDEX Fund?

Institutional investors have sold a total of 3,950,821 shares in the last 24 months. This volume of shares sold represents approximately $227.68M in transactions.


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This page (NYSEARCA:FXD) was last updated on 1/21/2025 by MarketBeat.com Staff
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