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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$64.24 -1.96 (-2.96%)
As of 02/21/2025 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)
74
Total
Institutional Inflows
(last 12 months)
$200.09M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$51.08M
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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
2/19/2025 WCG Wealth Advisors LLC117,404$7.59M0.5%+0.3%0.475%
2/17/2025 D. E. Shaw & Co. Inc.11,571$748K0.0%-37.7%0.047%
2/17/2025 CoreCap Advisors LLC3,278$212K0.0%-14.7%0.013%
2/17/2025 Cetera Investment Advisers30,132$1.95M0.0%+5.4%0.122%
2/17/2025 Citadel Advisors LLC3,387$219K0.0%-92.4%0.014%
2/17/2025 Captrust Financial Advisors10,400$672K0.0%+13.8%0.042%
2/17/2025 Baird Financial Group Inc.95,986$6.20M0.0%+1.4%0.389%
2/17/2025 Bank of America Corp DE315,109$20.37M0.0%-1.7%1.276%
2/17/2025 Benjamin Edwards Inc.177,413$11.47M0.2%-6.8%0.718%
2/17/2025 Ameriprise Financial Inc.150,614$9.74M0.0%-6.6%0.610%
2/14/2025 Jane Street Group LLC11,801$763K0.0%-59.6%0.048%
2/14/2025 Comerica Bank2,673$173K0.0%-11.3%0.011%
2/14/2025 Topsail Wealth Management LLC3,771$244K0.1%N/A0.015%
2/14/2025 Coppell Advisory Solutions LLC25,296$1.64M0.2%+50.5%0.102%
2/14/2025 MGO One Seven LLC8,706$563K0.0%N/A0.035%
2/14/2025 Stifel Financial Corp125,011$8.08M0.0%+0.8%0.506%
2/14/2025 Natixis4,263$276K0.0%N/A0.017%
2/14/2025 First Trust Advisors LP12,506,030$808.27M0.7%+4.0%50.632%
2/13/2025 NewEdge Advisors LLC325,548$21.04M0.1%+7.6%1.318%
2/13/2025 Rockefeller Capital Management L.P.37,252$2.41M0.0%-1.4%0.151%
2/13/2025 Raymond James Financial Inc.627,694$40.57M0.0%N/A2.541%
2/13/2025 Advisory Services Network LLC263,696$17.04M0.3%+13.2%1.068%
2/13/2025 Envestnet Asset Management Inc.61,043$3.95M0.0%+1.9%0.247%
2/13/2025 Wells Fargo & Company MN1,767,699$114.25M0.0%-0.1%7.157%
2/12/2025 World Investment Advisors63,975$4.14M0.1%+32.3%0.259%
2/12/2025 StoneX Group Inc.21,614$1.40M0.1%-2.2%0.088%
2/12/2025 National Bank of Canada FI550$36K0.0%N/A0.002%
2/12/2025 Transamerica Financial Advisors Inc.36,443$2.36M0.2%-3.9%0.148%
2/12/2025 Level Four Advisory Services LLC6,665$431K0.0%-23.0%0.027%
2/12/2025 JPMorgan Chase & Co.31,586$2.04M0.0%-15.7%0.128%
2/12/2025 Morey & Quinn Wealth Partners LLC5,088$329K0.3%N/A0.021%
2/11/2025 LPL Financial LLC345,779$22.35M0.0%+20.2%1.400%
2/10/2025 Leelyn Smith LLC6,134$396K0.1%-17.3%0.025%
2/10/2025 Harbour Investments Inc.8,289$536K0.0%+127.7%0.034%
2/10/2025 Commonwealth Equity Services LLC78,791$5.09M0.0%-21.3%0.319%
2/7/2025 PFG Advisors4,407$285K0.0%-6.0%0.018%
2/7/2025 HighTower Advisors LLC26,812$1.73M0.0%-7.3%0.109%
2/7/2025 O Dell Group LLC343,397$22.19M5.0%-0.1%1.390%
2/7/2025 Independent Advisor Alliance99,723$6.45M0.1%N/A0.404%
2/7/2025 Paragon Private Wealth Management LLC64,034$4.14M1.9%+0.5%0.259%
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2/7/2025 PNC Financial Services Group Inc.7,923$512K0.0%-6.2%0.032%
2/7/2025 Schrum Private Wealth Management LLC14,506$938K0.8%-48.2%0.059%
2/6/2025 Vestmark Advisory Solutions Inc.100,106$6.47M0.2%+0.9%0.405%
2/6/2025 Raymond James Financial Inc.627,694$40.57M0.0%N/A2.541%
2/6/2025 Atria Investments Inc3,392$219K0.0%N/A0.014%
2/6/2025 NewSquare Capital LLC324,000$20.94M1.7%+0.5%1.312%
2/6/2025 Steward Partners Investment Advisory LLC8,612$557K0.0%-2.6%0.035%
2/6/2025 Jones Financial Companies Lllp841$54K0.0%+48.8%0.003%
2/5/2025 US Bancorp DE503$33K0.0%+51.5%0.002%
2/5/2025 Kovack Advisors Inc.5,864$379K0.0%+3.5%0.024%
2/3/2025 Navellier & Associates Inc.49,342$3.19M0.4%+14.4%0.200%
2/3/2025 Private Advisor Group LLC13,626$881K0.0%-1.8%0.055%
1/31/2025 Proactive Wealth Strategies LLC24,195$1.56M0.8%+0.7%0.098%
1/31/2025 D.A. Davidson & CO.34,663$2.24M0.0%+2.5%0.140%
1/31/2025 Truist Financial Corp168,959$10.92M0.0%+5.4%0.684%
1/30/2025 Allworth Financial LP821$54K0.0%+44.8%0.003%
1/29/2025 Capital Wealth Alliance LLC19,728$1.28M0.7%+38.7%0.080%
1/29/2025 Elser Financial Planning Inc8,000$517K0.0%N/A0.032%
1/28/2025 Kestra Private Wealth Services LLC8,795$568K0.0%+3.6%0.036%
1/28/2025 Stephens Inc. AR13,750$889K0.0%-1.8%0.056%
1/28/2025 Realta Investment Advisors9,157$592K0.2%+18.2%0.037%
1/27/2025 Stratos Wealth Partners LTD.4,191$271K0.0%-6.7%0.017%
1/24/2025 HFG Advisors Inc.15,156$980K0.9%+4.1%0.061%
1/23/2025 TriaGen Wealth Management LLC38,493$2.49M0.8%-4.1%0.156%
1/23/2025 Gateway Wealth Partners LLC3,139$203K0.1%N/A0.013%
1/22/2025 Nilsine Partners LLC268,575$17.36M1.9%+8.3%1.087%
1/21/2025 Cyndeo Wealth Partners LLC28,802$1.86M0.1%-13.8%0.117%
1/21/2025 Cottonwood Capital Advisors LLC22,105$1.43M1.0%-1.3%0.089%
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%
12/26/2024 JPMorgan Chase & Co.37,447$2.37M0.0%+3.0%0.152%
11/25/2024 Wilmington Savings Fund Society FSB715$45K0.0%N/A0.003%
11/25/2024 World Investment Advisors LLC48,339$3.06M0.1%N/A0.196%
11/21/2024 Tudor Financial Inc.10,637$673K0.4%N/A0.043%
11/15/2024 Jane Street Group LLC29,230$1.85M0.0%+46.2%0.118%
11/15/2024 Stifel Financial Corp123,977$7.85M0.0%-10.4%0.502%
11/15/2024 Benjamin Edwards Inc.190,270$12.05M0.2%+6,499.7%0.770%
11/14/2024 Captrust Financial Advisors9,135$578K0.0%+132.4%0.037%
11/14/2024 Rockefeller Capital Management L.P.37,774$2.39M0.0%-1.3%0.153%
11/14/2024 RPg Family Wealth Advisory LLC6,439$408K0.1%-16.2%0.026%
11/13/2024 Transamerica Financial Advisors Inc.37,927$2.40M0.2%-10.0%0.154%
11/13/2024 D.A. Davidson & CO.33,810$2.14M0.0%-64.4%0.137%
11/12/2024 StoneX Group Inc.22,096$1.40M0.1%+3.6%0.089%
11/12/2024 Leelyn Smith LLC7,419$470K0.1%N/A0.030%
11/12/2024 Navellier & Associates Inc.43,128$2.73M0.4%N/A0.175%
11/8/2024 Prospera Financial Services Inc5,044$319K0.0%-57.7%0.020%
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11/7/2024 MAI Capital Management13,781$872K0.0%-34.1%0.056%
11/7/2024 Claro Advisors LLC5,801$367K0.0%-9.9%0.023%
11/6/2024 Schrum Private Wealth Management LLC28,012$1.77M0.9%+93.1%0.113%
11/6/2024 Kovack Advisors Inc.5,666$359K0.0%-6.8%0.023%
11/5/2024 Proactive Wealth Strategies LLC24,029$1.52M0.8%N/A0.097%
11/5/2024 Harbour Investments Inc.3,640$230K0.0%-24.6%0.015%
11/4/2024 Cottonwood 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%
10/30/2024 Capital 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%
(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, 141 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($808.27M), Wells Fargo & Company MN ($114.25M), Raymond James Financial Inc. ($40.57M), Raymond James Financial Services Advisors Inc. ($23.59M), LPL Financial LLC ($22.35M), O Dell Group LLC ($22.19M), and NewEdge Advisors LLC ($21.04M).Learn more on FXD's institutional investors.

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

Of the 118 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 ($13.46M), Raymond James Financial Inc. ($1.26M), International Assets Investment Management LLC ($567.17K), Raymond James Financial Services Advisors Inc. ($534.32K), NewSquare Capital LLC ($352.48K), O Dell Group LLC ($308.57K), and Nilsine Partners LLC ($239.28K).

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

Institutional investors have bought a total of 20,501,088 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

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

Of the 81 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), International Assets Investment Management LLC ($298.33K), Raymond James Financial Services Advisors Inc. ($236.87K), BNP Paribas Arbitrage SNC ($200K), UBS Group AG ($115.11K), NewSquare Capital LLC ($105.75K), and Wells Fargo & Company MN ($98.48K).

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

Institutional investors have sold a total of 3,664,640 shares in the last 24 months. This volume of shares sold represents approximately $216.42M in transactions.


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This page (NYSEARCA:FXD) was last updated on 2/22/2025 by MarketBeat.com Staff
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