Free Trial
→ Undervalued??? (From Huge Alerts) (Ad) Free FXD Stock Alerts

First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$65.18 +0.44 (+0.68%)
As of 01:56 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$370.23M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$98.27M
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
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%
5/29/2025Apeiron 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%
5/14/2025Capital Wealth Alliance LLC6,507$377K0.2%-67.0%0.122%
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%
5/13/2025Vestmark Advisory Solutions Inc.91,776$5.31M0.1%-8.3%1.412%
5/13/2025HighTower Advisors LLC26,619$1.54M0.0%-0.7%0.410%
5/12/2025Benjamin Edwards Inc.48,167$2.79M0.0%-72.9%0.741%
5/12/2025Citigroup Inc.173,721$10.06M0.0%+86,760.5%2.673%
5/8/2025Harbour Investments Inc.766$44K0.0%-90.8%0.012%
5/7/2025LPL Financial LLC282,282$16.34M0.0%-18.4%4.343%
5/6/2025Cetera Investment Advisers30,444$1.76M0.0%+1.0%0.468%
5/6/2025PFG Advisors3,489$202K0.0%-20.8%0.054%
5/5/2025Kestra Private Wealth Services LLC8,126$470K0.0%-7.6%0.125%
5/5/2025Private Advisor Group LLC12,698$735K0.0%-6.8%0.195%
5/2/2025Leelyn Smith LLC6,936$402K0.1%+13.1%0.107%
5/1/2025CWM LLC58,390$3.38M0.0%-8.6%0.898%
4/30/2025TradeWell Securities LLC.21,279$1.23M0.7%+7.8%0.327%
4/29/2025Envestnet Asset Management Inc.92,405$5.35M0.0%+51.4%1.422%
4/29/2025World Investment Advisors38,054$2.20M0.1%-40.5%0.585%
4/23/2025Sequoia Financial Advisors LLC8,073$467K0.0%N/A0.124%
4/22/2025Cambridge Investment Research Advisors Inc.27,022$1.56M0.0%-20.4%0.416%
Know Before You Trade: Grab Your Free Small-Cap Cheat Sheets! (Ad)

Not every small-cap stock leads to fortune—but the right ones can be game-changers. You've likely heard the stories of $1 stocks turning into million-dollar successes. Just look at Tim Sykes, who turned $12,000 into $1.65 million by investing in penny stocks as a college student!

📥 Download Your Free eBook Now and start spotting opportunities before they soar!
4/22/2025Nilsine Partners LLC27,227$1.58M0.2%-89.9%0.419%
4/17/2025Janney Montgomery Scott LLC115,937$6.71M0.0%-35.9%0.888%
4/17/2025Cyndeo 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%
4/10/2025Retirement 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%
2/17/2025Cetera 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%
2/14/2025Topsail 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%
2/13/2025Envestnet 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%
2/12/2025World 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%
2/12/2025Morey & 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%
2/7/2025O 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%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
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%
2/6/2025NewSquare 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%
(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, 147 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 117 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 ($567.17K), First Trust Advisors LP ($476.19K), Millennium Management LLC ($353.20K), O Dell Group LLC ($308.57K), and NewSquare Capital LLC ($269.43K).

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

Institutional investors have bought a total of 6,087,817 shares in the last 24 months. This purchase volume represents approximately $370.23M in transactions.

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

Of the 61 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), Raymond James Financial Services Advisors Inc. ($115.89K), Janney Montgomery Scott LLC ($85.81K), and Baird Financial Group Inc. ($66.80K).

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

Institutional investors have sold a total of 1,621,056 shares in the last 24 months. This volume of shares sold represents approximately $98.27M in transactions.


Related Companies

This page (NYSEARCA:FXD) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
The DOJ Just Paved the Way for Account Seizures
Washington is running out of money…And guess where they'll look next? When governments go broke, they take ...
Priority Gold | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored