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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$66.97 +1.01 (+1.52%)
As of 12:13 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)
80
Total
Institutional Inflows
(last 12 months)
$371.65M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$109.66M
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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
8/12/2025Steward Partners Investment Advisory LLC6,740$428K0.0%-19.3%0.136%
8/12/2025MAI Capital Management5,857$372K0.0%-15.3%0.118%
8/12/2025JPMorgan Chase & Co.58,988$3.74M0.0%+171.8%1.192%
8/8/2025 MTM Investment Management LLC8,683$551K0.2%-6.9%0.175%
8/8/2025 Cetera Investment Advisers21,063$1.34M0.0%-30.8%0.426%
8/8/2025 Creative Planning4,717$299K0.0%N/A0.095%
8/8/2025 PNC Financial Services Group Inc.6,615$420K0.0%-15.7%0.134%
8/1/2025 Envestnet Asset Management Inc.20,359$1.29M0.0%-78.0%0.411%
7/31/2025 Topsail Wealth Management LLC2,308$146K0.0%-38.8%0.047%
7/30/2025 Capital Wealth Alliance LLC6,192$393K0.2%-4.8%0.125%
7/30/2025 Retirement Planning Group LLC10,237$649K0.0%+164.9%0.207%
7/29/2025 International Assets Investment Management LLC3,313$210K0.0%N/A0.067%
7/25/2025 CWM LLC1,098$70K0.0%-98.1%0.022%
7/24/2025 IFP Advisors Inc2,717$172K0.0%+21.5%0.055%
7/23/2025 REAP Financial Group LLC1,597$101K0.0%-38.0%0.032%
7/21/2025 Creative Capital Management Investments LLC400$25K0.0%N/A0.008%
7/21/2025 Ameritas Advisory Services LLC924$59K0.0%N/A0.019%
7/18/2025 Truist Financial Corp45,671$2.90M0.0%-73.8%0.923%
7/17/2025 Janney Montgomery Scott LLC96,681$6.13M0.0%-16.6%1.953%
7/17/2025 Elser Financial Planning Inc8,000$516K0.0%N/A0.162%
7/16/2025 CX Institutional3,079$195K0.0%-89.9%0.062%
7/11/2025 CX Institutional3,079$195K0.0%-89.9%0.060%
7/8/2025 Ballew Advisors Inc3,632$238K0.1%N/A0.071%
7/7/2025 TruWealth Advisors LLC3,265$207K0.0%N/A0.064%
6/27/2025Goldman Sachs Group Inc.88,576$5.13M0.0%+78.5%1.737%
5/29/2025 Apeiron RIA LLC17,001$984K0.3%+10.3%0.318%
5/16/2025Coppell Advisory Solutions LLC12,029$683K0.1%-52.4%0.225%
5/16/2025Goldman Sachs Group Inc.88,576$5.13M0.0%+78.5%1.656%
5/16/2025Jones Financial Companies Lllp52,484$3.04M0.0%+6,140.7%0.981%
5/16/2025Millennium Management LLC353,201$20.45M0.0%N/A6.602%
5/15/2025Paragon Private Wealth Management LLC51,889$3.00M1.4%-19.0%0.970%
5/15/2025Royal Bank of Canada141,860$8.21M0.0%+29.7%2.652%
5/15/2025MAI Capital Management6,915$400K0.0%-24.1%0.129%
5/15/2025Baird Financial Group Inc.29,183$1.69M0.0%-69.6%0.545%
5/15/2025OLD Mission Capital LLC5,601$324K0.0%N/A0.105%
5/15/2025Susquehanna International Group LLP2,203,141$127.54M0.0%+13,870.5%41.180%
5/14/2025WCG Wealth Advisors LLC96,896$5.61M0.4%-17.5%1.811%
5/14/2025Comerica Bank2,885$167K0.0%+7.9%0.054%
5/14/2025RPg Family Wealth Advisory LLC10,765$623K0.2%N/A0.201%
5/14/2025 Capital Wealth Alliance LLC6,507$377K0.2%-67.0%0.122%
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5/14/2025Flow Traders U.S. LLC32,567$1.89M0.1%N/A0.609%
5/14/2025PGIM Custom Harvest LLC255,940$14.82M0.4%+3,325.3%4.784%
5/13/2025Raymond James Financial Inc.471,038$27.27M0.0%-25.0%8.804%
5/13/2025 Vestmark Advisory Solutions Inc.91,776$5.31M0.1%-8.3%1.412%
5/13/2025 HighTower Advisors LLC26,619$1.54M0.0%-0.7%0.410%
5/12/2025Benjamin Edwards Inc.48,167$2.79M0.0%-72.9%0.741%
5/12/2025 Citigroup Inc.173,721$10.06M0.0%+86,760.5%2.673%
5/8/2025 Harbour Investments Inc.766$44K0.0%-90.8%0.012%
5/7/2025LPL Financial LLC282,282$16.34M0.0%-18.4%4.343%
5/6/2025 Cetera Investment Advisers30,444$1.76M0.0%+1.0%0.468%
5/6/2025 PFG Advisors3,489$202K0.0%-20.8%0.054%
5/5/2025 Kestra Private Wealth Services LLC8,126$470K0.0%-7.6%0.125%
5/5/2025 Private Advisor Group LLC12,698$735K0.0%-6.8%0.195%
5/2/2025 Leelyn Smith LLC6,936$402K0.1%+13.1%0.107%
5/1/2025 CWM LLC58,390$3.38M0.0%-8.6%0.898%
4/30/2025TradeWell 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%
2/25/2025 Armis 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%
2/17/2025 Cetera 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%
2/14/2025 MGO 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%
2/13/2025 Rockefeller 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%
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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%
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%
(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, 139 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), Susquehanna International Group LLP ($127.54M), Wells Fargo & Company MN ($114.25M), Raymond James Financial Inc. ($27.27M), Raymond James Financial Services Advisors Inc. ($23.59M), O Dell Group LLC ($22.19M), and NewEdge Advisors LLC ($21.04M).Learn more on First Trust Consumer Discretionary AlphaDEX Fund's institutional investors.

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

Of the 111 institutional investors that purchased First Trust Consumer Discretionary AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Susquehanna International Group LLP ($2.19M), Raymond James Financial Inc. ($1.26M), International Assets Investment Management LLC ($570.49K), First Trust Advisors LP ($476.19K), Millennium Management LLC ($353.20K), O Dell Group LLC ($308.57K), and PGIM Custom Harvest LLC ($248.47K).

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

Institutional investors have bought a total of 6,111,875 shares in the last 24 months. This purchase volume represents approximately $371.90M in transactions.

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

Of the 63 institutional investors that sold First Trust Consumer Discretionary AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($297.22K), Nilsine Partners LLC ($241.35K), Raymond James Financial Inc. ($156.66K), Benjamin Edwards Inc. ($142.10K), Truist Financial Corp ($128.78K), Janney Montgomery Scott LLC ($105.06K), and CWM LLC ($74.15K).

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

Institutional investors have sold a total of 1,794,109 shares in the last 24 months. This volume of shares sold represents approximately $109.68M in transactions.


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This page (NYSEARCA:FXD) was last updated on 8/13/2025 by MarketBeat.com Staff
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