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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$62.46
+0.18 (+0.29%)
(As of 11/4/2024 ET)
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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)
62
Total
Institutional Inflows
(last 12 months)
$106.81M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$157.04M
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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
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%
10/30/2024 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%
10/17/2024Claro 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%
8/22/2024Cetera 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%
8/5/2024 Private 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%
8/1/2024Claro 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%
7/26/2024Harbour 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%
7/23/2024NewSquare 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%
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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%
7/16/2024Apeiron 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%
5/24/2024Cetera 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%
5/7/2024 PFG 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%
4/30/2024 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%
4/29/2024Benjamin 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%
4/26/2024Cottonwood 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%
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%
2/26/2024Centaurus Financial Inc.2,609$154K0.0%N/A0.010%
2/16/2024O Dell Group LLC317,196$18.71M4.9%-0.7%1.218%
2/13/2024First Trust Advisors LP11,953,851$705.04M0.8%-11.2%45.888%
2/12/2024AMJ Financial Wealth Management3,490$206K0.1%-85.4%0.013%
2/12/2024StoneX Group Inc.19,140$1.13M0.1%+10.3%0.073%
2/12/2024Stifel Financial Corp125,520$7.40M0.0%-7.7%0.482%
2/12/2024Steward Partners Investment Advisory LLC8,665$511K0.0%+20.5%0.033%
2/9/2024 Founders Financial Alliance LLC3,318$196K0.1%+7.6%0.013%
2/9/2024Advisory Services Network LLC200,087$11.80M0.3%+7.2%0.768%
2/9/2024 Cambridge Investment Research Advisors Inc.29,358$1.73M0.0%-74.3%0.113%
2/9/2024D.A. Davidson & CO.32,637$1.93M0.0%+1.5%0.125%
2/9/2024Wells Fargo & Company MN1,588,782$93.71M0.0%-5.8%6.099%
2/9/2024Paragon Private Wealth Management LLC60,361$3.56M2.5%+1.5%0.232%
2/9/2024UBS Group AG214,948$12.68M0.0%+105.7%0.825%
2/8/2024Great Lakes Advisors LLC5,107$301K0.0%N/A0.020%
Rigged election? (Ad)

Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election. With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late.

Watch this video, it is being taken down Monday night
2/8/2024Navellier & Associates Inc.63,477$3.74M0.6%N/A0.244%
2/8/2024 MinichMacGregor Wealth Management LLC12,132$716K0.2%-81.6%0.047%
2/8/2024 Janney Montgomery Scott LLC191,512$11.30M0.0%-2.6%0.735%
2/7/2024Gateway Advisory LLC93,717$5.53M1.1%N/A0.360%
2/7/2024 Principal Securities Inc.565$33K0.0%N/A0.002%
2/6/2024 Private Advisor Group LLC17,700$1.04M0.0%-5.3%0.068%
2/6/2024 Spire Wealth Management12,330$708K0.0%-3.0%0.047%
2/6/2024Vestmark Advisory Solutions Inc.95,623$5.64M0.3%+4.3%0.367%
2/6/2024Merit Financial Group LLC35,049$2.07M0.1%-30.1%0.135%
2/6/2024Benjamin F. Edwards & Company Inc.189,777$11.19M0.2%-5.2%0.729%
(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, 121 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 104 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 18,208,816 shares in the last 24 months. This purchase volume represents approximately $960.43M in transactions.

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

Of the 70 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), UBS Group AG ($226.24K), BNP Paribas Arbitrage SNC ($200K), 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 3,667,904 shares in the last 24 months. This volume of shares sold represents approximately $206.88M in transactions.


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This page (NYSEARCA:FXD) was last updated on 11/4/2024 by MarketBeat.com Staff
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