Free Trial
→ Musk's warning signal: Prepare before the cascade begins (From InvestorPlace) (Ad) Buy FXD Stock  Free FXD Stock Alerts

First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$58.38 +1.60 (+2.82%)
As of 05/2/2025 04:10 PM Eastern
Compare

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)
$190.82M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$66.74M
Get FXD Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Consumer Discretionary AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FXD Institutional Buying and Selling by Quarter

First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Leelyn Smith LLC6,936$402K0.1%+13.1%0.107%
5/1/2025 CWM LLC58,390$3.38M0.0%-8.6%0.898%
4/30/2025 TradeWell Securities LLC.21,279$1.23M0.7%+7.8%0.327%
4/29/2025 Envestnet Asset Management Inc.92,405$5.35M0.0%+51.4%1.422%
4/29/2025 World Investment Advisors38,054$2.20M0.1%-40.5%0.585%
4/23/2025 Sequoia Financial Advisors LLC8,073$467K0.0%N/A0.124%
4/22/2025 Cambridge Investment Research Advisors Inc.27,022$1.56M0.0%-20.4%0.416%
4/22/2025 Nilsine Partners LLC27,227$1.58M0.2%-89.9%0.419%
4/17/2025 Janney Montgomery Scott LLC115,937$6.71M0.0%-35.9%0.888%
4/17/2025 Cyndeo Wealth Partners LLC29,711$1.72M0.1%+3.2%0.228%
4/15/2025 CX Institutional30,349$1.76M0.1%N/A0.233%
4/14/2025 Farther Finance Advisors LLC11,037$644K0.0%N/A0.085%
4/10/2025 Retirement Planning Group LLC3,865$224K0.0%N/A0.030%
4/9/2025 NBC Securities Inc.588$34K0.0%N/A0.005%
2/25/2025Armis Advisers LLC3,571$231K0.0%N/A0.014%
2/19/2025WCG Wealth Advisors LLC117,404$7.59M0.5%+0.3%0.475%
2/17/2025D. E. Shaw & Co. Inc.11,571$748K0.0%-37.7%0.047%
2/17/2025CoreCap Advisors LLC3,278$212K0.0%-14.7%0.013%
2/17/2025Cetera Investment Advisers30,132$1.95M0.0%+5.4%0.122%
2/17/2025Citadel Advisors LLC3,387$219K0.0%-92.4%0.014%
2/17/2025Captrust Financial Advisors10,400$672K0.0%+13.8%0.042%
2/17/2025Baird Financial Group Inc.95,986$6.20M0.0%+1.4%0.389%
2/17/2025Bank of America Corp DE315,109$20.37M0.0%-1.7%1.276%
2/17/2025Benjamin Edwards Inc.177,413$11.47M0.2%-6.8%0.718%
2/17/2025Ameriprise Financial Inc.150,614$9.74M0.0%-6.6%0.610%
2/14/2025Jane Street Group LLC11,801$763K0.0%-59.6%0.048%
2/14/2025Comerica Bank2,673$173K0.0%-11.3%0.011%
2/14/2025 Topsail Wealth Management LLC3,771$244K0.1%N/A0.015%
2/14/2025Coppell Advisory Solutions LLC25,296$1.64M0.2%+50.5%0.102%
2/14/2025MGO One Seven LLC8,706$563K0.0%N/A0.035%
2/14/2025Stifel Financial Corp125,011$8.08M0.0%+0.8%0.506%
2/14/2025Natixis4,263$276K0.0%N/A0.017%
2/14/2025First Trust Advisors LP12,506,030$808.27M0.7%+4.0%50.632%
2/13/2025NewEdge Advisors LLC325,548$21.04M0.1%+7.6%1.318%
2/13/2025Rockefeller Capital Management L.P.37,252$2.41M0.0%-1.4%0.151%
2/13/2025Raymond James Financial Inc.627,694$40.57M0.0%N/A2.541%
2/13/2025Advisory 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%
2/13/2025Wells 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%
U.S. Stock Market Now on Verge of Collapse (Ad)

The last time the U.S. economy looked like this, stocks didn't move for 16 years... And many investors lost 80% of their wealth in real terms. But before you touch any of your holdings – or buy anything – please review my latest warning about the U.S. stock market. It's free to watch.

Click here to view my new presentation now.
2/12/2025StoneX Group Inc.21,614$1.40M0.1%-2.2%0.088%
2/12/2025National Bank of Canada FI550$36K0.0%N/A0.002%
2/12/2025Transamerica Financial Advisors Inc.36,443$2.36M0.2%-3.9%0.148%
2/12/2025Level Four Advisory Services LLC6,665$431K0.0%-23.0%0.027%
2/12/2025JPMorgan 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%
2/11/2025LPL Financial LLC345,779$22.35M0.0%+20.2%1.400%
2/10/2025Leelyn Smith LLC6,134$396K0.1%-17.3%0.025%
2/10/2025Harbour Investments Inc.8,289$536K0.0%+127.7%0.034%
2/10/2025Commonwealth Equity Services LLC78,791$5.09M0.0%-21.3%0.319%
2/7/2025PFG Advisors4,407$285K0.0%-6.0%0.018%
2/7/2025HighTower 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%
2/7/2025Independent Advisor Alliance99,723$6.45M0.1%N/A0.404%
2/7/2025Paragon Private Wealth Management LLC64,034$4.14M1.9%+0.5%0.259%
2/7/2025PNC Financial Services Group Inc.7,923$512K0.0%-6.2%0.032%
2/7/2025Schrum Private Wealth Management LLC14,506$938K0.8%-48.2%0.059%
2/6/2025Vestmark Advisory Solutions Inc.100,106$6.47M0.2%+0.9%0.405%
2/6/2025Raymond James Financial Inc.627,694$40.57M0.0%N/A2.541%
2/6/2025Atria Investments Inc3,392$219K0.0%N/A0.014%
2/6/2025 NewSquare Capital LLC324,000$20.94M1.7%+0.5%1.312%
2/6/2025Steward Partners Investment Advisory LLC8,612$557K0.0%-2.6%0.035%
2/6/2025Jones Financial Companies Lllp841$54K0.0%+48.8%0.003%
2/5/2025US Bancorp DE503$33K0.0%+51.5%0.002%
2/5/2025Kovack Advisors Inc.5,864$379K0.0%+3.5%0.024%
2/3/2025Navellier & Associates Inc.49,342$3.19M0.4%+14.4%0.200%
2/3/2025Private 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%
1/29/2025Capital Wealth Alliance LLC19,728$1.28M0.7%+38.7%0.080%
1/29/2025 Elser Financial Planning Inc8,000$517K0.0%N/A0.032%
1/28/2025Kestra 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%
1/23/2025TriaGen 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%
1/17/2025Apeiron 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%
U.S. Stock Market Now on Verge of Collapse (Ad)

The last time the U.S. economy looked like this, stocks didn't move for 16 years... And many investors lost 80% of their wealth in real terms. But before you touch any of your holdings – or buy anything – please review my latest warning about the U.S. stock market. It's free to watch.

Click here to view my new presentation now.
11/25/2024Wilmington 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%
11/15/2024Jane 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%
(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, 143 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 114 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), O Dell Group LLC ($308.57K), NewSquare Capital LLC ($269.43K), Nilsine Partners LLC ($239.28K), and Truist Financial Corp ($224.94K).

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

Institutional investors have bought a total of 19,396,903 shares in the last 24 months. This purchase volume represents approximately $1.05B in transactions.

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

Of the 82 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 ($297.50K), Nilsine Partners LLC ($258.65K), Raymond James Financial Services Advisors Inc. ($236.87K), BNP Paribas Arbitrage SNC ($200K), UBS Group AG ($115.11K), 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 3,979,486 shares in the last 24 months. This volume of shares sold represents approximately $234.82M in transactions.


Related Companies

This page (NYSEARCA:FXD) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
Massive new energy source found in Utah
NEW THIS WEEK: Huge Energy Discovery In Utah The Department of Energy say it could power America for millio...
Stansberry Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
Real Americans Don’t Wait on Wall Street’s Next Move
What's happening in the markets right now should concern every freedom-loving American who's worked hard and s...
Premier Gold Co | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored