First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

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Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 72
Total Institutional Inflows (last 12 months): $179.57M

Number of Institutional Sellers (last 12 months): 56
Total Institutional Outflows (last 12 months): $167.41M

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FXD Institutional Buying and Selling by Quarter

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First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/24/2024	Cetera Advisors LLC	12,724	$821K	0.0%	+25.0%	0.052%
5/24/2024	Cetera Investment Advisers	29,429	$1.90M	0.0%	+65.8%	0.119%
5/17/2024	Comerica Bank	6,552	$423K	0.0%	+11.5%	0.027%
5/17/2024	Coppell Advisory Solutions Corp.	40,599	$2.62M	0.5%	N/A	0.164%
5/8/2024	O Dell Group LLC	318,282	$20.54M	5.0%	+0.3%	1.289%
5/7/2024	PFG Advisors	5,647	$364K	0.0%	-5.8%	0.023%
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5/6/2024	Advisory Services Network LLC	216,042	$13.94M	0.3%	+8.0%	0.875%
5/1/2024	StoneX Group Inc.	20,749	$1.34M	0.1%	+8.4%	0.084%
5/1/2024	Janney Montgomery Scott LLC	201,155	$12.98M	0.0%	+5.0%	0.814%
4/30/2024	Private Advisor Group LLC	15,722	$1.02M	0.0%	-11.2%	0.064%
4/30/2024	Arkadios Wealth Advisors	4,081	$263K	0.0%	-24.2%	0.016%
4/29/2024	Commonwealth Equity Services LLC	97,677	$6.30M	0.0%	+17.6%	0.395%
4/29/2024	Benjamin Edwards Inc.	2,561	$165K	0.0%	+63.2%	0.010%
4/29/2024	Benjamin F. Edwards & Company Inc.	191,224	$12.34M	0.2%	+0.8%	0.773%
4/26/2024	Cottonwood Capital Advisors LLC	25,032	$1.48M	1.2%	-2.7%	0.101%
4/25/2024	Cambridge Investment Research Advisors Inc.	29,691	$1.92M	0.0%	+1.1%	0.120%
4/23/2024	TriaGen Wealth Management LLC	39,445	$2.55M	1.1%	+3.1%	0.159%
4/23/2024	Raymond James Financial Services Advisors Inc.	509,695	$32.89M	0.0%	-10.6%	2.059%
4/22/2024	Nilsine Partners LLC	238,235	$15.38M	2.1%	+87.0%	0.963%
4/22/2024	Raymond James & Associates	255,071	$16.46M	0.0%	+10.1%	1.031%
4/20/2024	Kesler Norman & Wride LLC	7,150	$461K	0.1%	+5.4%	0.029%
4/19/2024	Trust Co. of Oklahoma	16,808	$1.09M	0.4%	+88.6%	0.068%
4/19/2024	Monument Capital Management	60,062	$3.88M	1.1%	+439.2%	0.243%
4/12/2024	Ignite Planners LLC	5,053	$324K	0.1%	-20.5%	0.019%
4/11/2024	International Assets Investment Management LLC	4,342	$278K	0.0%	-6.1%	0.017%
4/10/2024	Atwood & Palmer Inc.	2,850	$184K	0.0%	-14.2%	0.011%
3/15/2024	B. Riley Wealth Advisors Inc.	3,418	$202K	0.0%	N/A	0.013%
2/26/2024	Centaurus Financial Inc.	2,609	$154K	0.0%	N/A	0.010%
2/16/2024	O Dell Group LLC	317,196	$18.71M	4.9%	-0.7%	1.218%
2/13/2024	First Trust Advisors LP	11,953,851	$705.04M	0.8%	-11.2%	45.888%
2/12/2024	AMJ Financial Wealth Management	3,490	$206K	0.1%	-85.4%	0.013%
2/12/2024	StoneX Group Inc.	19,140	$1.13M	0.1%	+10.3%	0.073%
2/12/2024	Stifel Financial Corp	125,520	$7.40M	0.0%	-7.7%	0.482%
2/12/2024	Steward Partners Investment Advisory LLC	8,665	$511K	0.0%	+20.5%	0.033%
2/9/2024	Founders Financial Alliance LLC	3,318	$196K	0.1%	+7.6%	0.013%
2/9/2024	Advisory Services Network LLC	200,087	$11.80M	0.3%	+7.2%	0.768%
2/9/2024	Cambridge Investment Research Advisors Inc.	29,358	$1.73M	0.0%	-74.3%	0.113%
2/9/2024	D.A. Davidson & CO.	32,637	$1.93M	0.0%	+1.5%	0.125%
2/9/2024	Wells Fargo & Company MN	1,588,782	$93.71M	0.0%	-5.8%	6.099%
2/9/2024	Paragon Private Wealth Management LLC	60,361	$3.56M	2.5%	+1.5%	0.232%
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2/9/2024	UBS Group AG	214,948	$12.68M	0.0%	+105.7%	0.825%
2/8/2024	Great Lakes Advisors LLC	5,107	$301K	0.0%	N/A	0.020%
2/8/2024	Navellier & Associates Inc.	63,477	$3.74M	0.6%	N/A	0.244%
2/8/2024	MinichMacGregor Wealth Management LLC	12,132	$716K	0.2%	-81.6%	0.047%
2/8/2024	Janney Montgomery Scott LLC	191,512	$11.30M	0.0%	-2.6%	0.735%
2/7/2024	Gateway Advisory LLC	93,717	$5.53M	1.1%	N/A	0.360%
2/7/2024	Principal Securities Inc.	565	$33K	0.0%	N/A	0.002%
2/6/2024	Private Advisor Group LLC	17,700	$1.04M	0.0%	-5.3%	0.068%
2/6/2024	Spire Wealth Management	12,330	$708K	0.0%	-3.0%	0.047%
2/6/2024	Vestmark Advisory Solutions Inc.	95,623	$5.64M	0.3%	+4.3%	0.367%
2/6/2024	Merit Financial Group LLC	35,049	$2.07M	0.1%	-30.1%	0.135%
2/6/2024	Benjamin F. Edwards & Company Inc.	189,777	$11.19M	0.2%	-5.2%	0.729%
2/6/2024	Benjamin Edwards Inc.	1,569	$93K	0.0%	-42.3%	0.006%
2/5/2024	Kestra Private Wealth Services LLC	10,498	$619K	0.0%	-5.5%	0.040%
2/2/2024	Truist Financial Corp	164,527	$9.70M	0.0%	-37.1%	0.632%
2/2/2024	Kovack Advisors Inc.	5,859	$346K	0.0%	+6.6%	0.022%
2/1/2024	NewSquare Capital LLC	245,414	$14.48M	1.4%	-30.1%	0.942%
2/1/2024	Monument Capital Management	11,139	$657K	0.2%	+13.9%	0.043%
2/1/2024	CWM LLC	123,290	$7.27M	0.0%	-26.1%	0.473%
1/26/2024	Schrum Private Wealth Management LLC	14,005	$826K	1.2%	-3.4%	0.054%
1/26/2024	Turtle Creek Wealth Advisors LLC	630	$37K	0.0%	N/A	0.002%
1/24/2024	Stratos Wealth Partners LTD.	7,958	$469K	0.0%	+87.2%	0.031%
1/24/2024	Nilsine Partners LLC	127,395	$7.51M	1.2%	-12.0%	0.489%
1/24/2024	International Assets Investment Management LLC	272,820	$16.09M	0.0%	+4,845.1%	1.047%
1/24/2024	Capital Wealth Alliance LLC	17,085	$1.01M	0.7%	+17.3%	0.066%
1/23/2024	DAVENPORT & Co LLC	28,239	$1.67M	0.0%	+3.8%	0.108%
1/23/2024	RPg Family Wealth Advisory LLC	8,052	$475K	0.2%	+10.3%	0.031%
1/23/2024	Trust Co. of Oklahoma	8,911	$526K	0.2%	-23.1%	0.034%
1/23/2024	TriaGen Wealth Management LLC	38,259	$2.26M	1.1%	-1.6%	0.147%
1/19/2024	PFG Advisors	5,993	$353K	0.0%	-3.5%	0.023%
1/19/2024	Realta Investment Advisors	9,327	$550K	0.1%	+6.6%	0.036%
1/18/2024	Ballew Advisors Inc	3,632	$206K	0.2%	N/A	0.014%
1/16/2024	Raymond James Financial Services Advisors Inc.	570,163	$33.63M	0.1%	-9.6%	2.189%
1/16/2024	Raymond James & Associates	231,738	$13.67M	0.0%	-16.7%	0.890%
1/16/2024	MTM Investment Management LLC	9,322	$550K	0.3%	-27.3%	0.036%
1/16/2024	CoreCap Advisors LLC	5,168	$305K	0.0%	-7.0%	0.020%
1/12/2024	HFG Advisors Inc.	15,008	$885K	0.9%	+29.6%	0.058%
1/12/2024	Apeiron RIA LLC	13,392	$790K	0.2%	+2.3%	0.051%
1/12/2024	Cyndeo Wealth Partners LLC	52,132	$3.08M	0.3%	-57.4%	0.200%
1/11/2024	Kesler Norman & Wride LLC	6,784	$400K	0.1%	-2.9%	0.026%
1/10/2024	City State Bank	425	$25K	0.0%	-59.7%	0.002%
1/9/2024	Ignite Planners LLC	6,358	$371K	0.1%	-4.1%	0.024%
12/6/2023	Citigroup Inc.	778	$40K	0.0%	+289.0%	0.003%
11/16/2023	Harbour Investments Inc.	7,014	$358K	0.0%	-20.2%	0.027%
11/15/2023	Truist Financial Corp	261,757	$13.35M	0.0%	+17.8%	1.005%
11/14/2023	Tower Research Capital LLC TRC	30,764	$1.57M	0.0%	+4,091.3%	0.118%
11/14/2023	Private Advisory Group LLC	14,778	$754K	0.1%	+51.3%	0.057%
11/14/2023	O Dell Group LLC	319,284	$16.29M	5.0%	+2,606.7%	1.226%
11/14/2023	Paragon Private Wealth Management LLC	59,454	$3.03M	2.5%	+2.6%	0.228%
11/13/2023	Stifel Financial Corp	135,983	$6.94M	0.0%	+9.5%	0.522%
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11/13/2023	LPL Financial LLC	293,396	$14.97M	0.0%	-12.1%	1.126%
11/13/2023	AMJ Financial Wealth Management	23,826	$1.22M	0.5%	+426.8%	0.091%
11/13/2023	RPg Family Wealth Advisory LLC	7,297	$372K	0.2%	+12.9%	0.028%
11/13/2023	Envestnet Asset Management Inc.	174,798	$8.92M	0.0%	+41.1%	0.671%
11/13/2023	WCG Wealth Advisors LLC	186,687	$9.61M	0.7%	+7.2%	0.717%
11/13/2023	Kestra Advisory Services LLC	19,409	$990K	0.0%	+86.8%	0.075%
11/13/2023	PNC Financial Services Group Inc.	8,432	$430K	0.0%	-2.3%	0.032%
11/9/2023	UBS Group AG	104,486	$5.33M	0.0%	-52.4%	0.401%
11/8/2023	D.A. Davidson & CO.	32,163	$1.64M	0.0%	-2.6%	0.123%
11/8/2023	Janney Montgomery Scott LLC	196,535	$10.03M	0.0%	-2.3%	0.754%

(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, 125 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. ($32.89M), O Dell Group LLC ($20.54M), Raymond James & Associates ($16.46M), Nilsine Partners LLC ($15.38M), and LPL Financial LLC ($14.97M).Learn more on FXD's institutional investors.
Which institutional investors have been buying First Trust Consumer Discretionary AlphaDEX Fund stock?: Of the 100 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), Raymond James Financial Services Advisors Inc. ($534.32K), NewSquare Capital LLC ($350.98K), O Dell Group LLC ($308.57K), International Assets Investment Management LLC ($271.88K), Truist Financial Corp ($213.18K), and Nilsine Partners LLC ($212.95K).
How much institutional buying is happening at First Trust Consumer Discretionary AlphaDEX Fund?: Institutional investors have bought a total of 17,853,036 shares in the last 24 months. This purchase volume represents approximately $937.39M in transactions.

Which First Trust Consumer Discretionary AlphaDEX Fund major shareholders have been selling company stock?: Of the 77 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 ($1.48M), UBS Group AG ($445.40K), LPL Financial LLC ($405.87K), Commonwealth Equity Services LLC ($346.94K), Truist Financial Corp ($337.20K), and CWM LLC ($323.09K).
How much institutional selling is happening at First Trust Consumer Discretionary AlphaDEX Fund?: Institutional investors have sold a total of 6,942,963 shares in the last 24 months. This volume of shares sold represents approximately $350.40M in transactions.