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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$64.44 -0.18 (-0.28%)
(As of 11/20/2024 ET)

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)
$96.84M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$154.45M
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FXD Institutional Buying and Selling by Quarter

First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
10/29/2024 Realta Investment Advisors7,747$490K0.2%-8.8%0.031%
10/28/2024 Stephens 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%
10/22/2024 Private 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%
10/16/2024 Secure Asset Management LLC18,816$1.19M0.2%+36.9%0.076%
10/11/2024 Creative Planning3,227$204K0.0%N/A0.013%
10/8/2024 CWM 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%
10/7/2024 WealthBridge Capital Management LLC3,383$214K0.1%N/A0.014%
8/26/2024 Founders Financial Alliance LLC2,924$175K0.1%-8.9%0.012%
8/22/2024 Cetera Investment Advisers29,113$1.74M0.0%-1.1%0.118%
8/21/2024 Truist Financial Corp158,604$9.50M0.0%+2.0%0.642%
8/16/2024 NewEdge Advisors LLC296,294$17.75M0.1%+7.5%1.200%
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8/14/2024 Gateway Advisory LLC98,249$5.89M1.0%+1.4%0.398%
8/13/2024 Benjamin 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%
8/12/2024 WCG Wealth Advisors LLC120,258$7.21M0.5%+1.0%0.487%
8/12/2024 RPg Family Wealth Advisory LLC7,680$460K0.2%+22.4%0.031%
8/8/2024 Envestnet Asset Management Inc.58,739$3.52M0.0%+4.3%0.238%
8/5/2024 Private Advisor Group LLC15,071$903K0.0%-4.1%0.061%
8/1/2024 D.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%
7/31/2024 Nilsine 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%
7/26/2024 Harbour Investments Inc.4,825$289K0.0%+53.2%0.020%
7/26/2024 Cambridge 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%
7/23/2024 NewSquare 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%
7/13/2024 HFG Advisors Inc.14,620$876K0.8%-2.9%0.059%
7/12/2024 Ignite Planners LLC4,217$248K0.1%-16.5%0.017%
7/11/2024 CX Institutional1,396$84K0.0%N/A0.006%
7/10/2024 Atwood & Palmer Inc.1,020$61K0.0%-64.2%0.004%
7/10/2024 CWM LLC77,644$4.65M0.0%-8.6%0.314%
5/24/2024Cetera Advisors LLC12,724$821K0.0%+25.0%0.052%
5/24/2024 Cetera Investment Advisers29,429$1.90M0.0%+65.8%0.119%
5/17/2024 Comerica Bank6,552$423K0.0%+11.5%0.027%
5/17/2024Coppell Advisory Solutions Corp.40,599$2.62M0.5%N/A0.164%
5/8/2024 O Dell Group LLC318,282$20.54M5.0%+0.3%1.289%
5/7/2024 PFG Advisors5,647$364K0.0%-5.8%0.023%
5/6/2024 Advisory Services Network LLC216,042$13.94M0.3%+8.0%0.875%
5/1/2024 StoneX 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%
4/30/2024 Private 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%
4/29/2024 Benjamin 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%
4/26/2024 Cottonwood Capital Advisors LLC25,032$1.48M1.2%-2.7%0.101%
4/25/2024 Cambridge 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%
4/22/2024 Nilsine Partners LLC238,235$15.38M2.1%+87.0%0.963%
4/22/2024Raymond James & Associates255,071$16.46M0.0%+10.1%1.031%
4/20/2024 Kesler 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%
4/19/2024 Monument Capital Management60,062$3.88M1.1%+439.2%0.243%
4/12/2024 Ignite Planners LLC5,053$324K0.1%-20.5%0.019%
Breaking News: Tesla headed to $500… (Ad)

That headline hit late last night…and the rally has begun Which is why we want to urge you to go ahead and download Lance’s e-Book now outlining his bullish case for Tesla.

So to claim your free digital copy today, simply follow this link and enter your email address. 
4/11/2024 International Assets Investment Management LLC4,342$278K0.0%-6.1%0.017%
4/10/2024 Atwood & Palmer Inc.2,850$184K0.0%-14.2%0.011%
3/15/2024B. Riley Wealth Advisors Inc.3,418$202K0.0%N/A0.013%
2/26/2024 Centaurus Financial Inc.2,609$154K0.0%N/A0.010%
2/16/2024 O Dell Group LLC317,196$18.71M4.9%-0.7%1.218%
2/13/2024 First Trust Advisors LP11,953,851$705.04M0.8%-11.2%45.888%
2/12/2024 AMJ Financial Wealth Management3,490$206K0.1%-85.4%0.013%
2/12/2024 StoneX Group Inc.19,140$1.13M0.1%+10.3%0.073%
2/12/2024 Stifel Financial Corp125,520$7.40M0.0%-7.7%0.482%
2/12/2024 Steward Partners Investment Advisory LLC8,665$511K0.0%+20.5%0.033%
(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, 124 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), International Assets Investment Management LLC ($19.10M), NewSquare Capital LLC ($18.87M), and NewEdge Advisors LLC ($17.75M).Learn more on FXD's institutional investors.

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

Of the 108 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 18,425,944 shares in the last 24 months. This purchase volume represents approximately $975.66M 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), BNP Paribas Arbitrage SNC ($200K), UBS Group AG ($171.75K), NewSquare Capital LLC ($105.75K), and Truist Financial Corp ($97.23K).

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

Institutional investors have sold a total of 3,646,886 shares in the last 24 months. This volume of shares sold represents approximately $207.95M in transactions.



This page (NYSEARCA:FXD) was last updated on 11/21/2024 by MarketBeat.com Staff
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