Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free FXD Stock Alerts

First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$70.90 -0.11 (-0.15%)
As of 12:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Consumer Discretionary AlphaDEX Fund (NYSEARCA:FXD)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$70.59M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.00M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 CX Institutional716$50K0.0%-92.0%0.019%
5/19/2026Western Wealth Management LLC755$48K0.0%N/A0.019%
5/19/2026 Paragon Private Wealth Management LLC34,569$2.21M0.7%-3.2%0.875%
5/19/2026Bank of America Corp DE125,875$8.06M0.0%-5.2%3.187%
5/18/2026Royal Bank of Canada35,331$2.26M0.0%+7.6%0.894%
5/8/2026 PNC Financial Services Group Inc.6,047$387K0.0%-4.4%0.153%
5/4/2026 Retirement Planning Group LLC9,677$619K0.0%-2.8%0.245%
5/1/2026 Fifth Third Bancorp2,266$145K0.0%N/A0.057%
4/30/2026 Kestra Advisory Services LLC19,034$1.22M0.0%+6.4%0.482%
4/27/2026 Private Advisor Group LLC9,665$619K0.0%-14.0%0.245%
4/22/2026 Janney Montgomery Scott LLC82,959$5.31M0.0%-4.2%2.100%
4/21/2026Topsail Wealth Management LLC1,495$96K0.0%-36.1%0.038%
3/17/2026Rockefeller Capital Management L.P.3,700$253K0.0%+9.0%0.082%
3/4/2026 SHP Wealth Management530$36K0.0%N/A0.012%
2/18/2026 Virtue Capital Management LLC105,793$7.30M0.2%N/A2.351%
2/17/2026 Cetera Investment Advisers19,981$1.37M0.0%-2.3%0.444%
2/17/2026 Capital Wealth Alliance LLC3,256$232K0.1%-18.4%0.072%
2/17/2026 Schrum Private Wealth Management LLC14,206$971K0.7%-2.1%0.316%
2/17/2026Osaic Holdings Inc.28,010$1.92M0.0%-34.0%0.622%
2/17/2026Royal Bank of Canada32,833$2.25M0.0%-43.0%0.730%
2/16/2026 MML Investors Services LLC12,904$882K0.0%-1.7%0.287%
2/16/2026Mariner LLC4,033$276K0.0%N/A0.090%
2/13/2026 Kestra Advisory Services LLC17,884$1.22M0.0%+0.8%0.397%
2/13/2026 Stifel Financial Corp97,345$6.66M0.0%+2.3%2.163%
2/13/2026Wells Fargo & Company MN502,242$34.34M0.0%+1.3%11.161%
2/13/2026 Summit Financial LLC12,239$837K0.0%-7.6%0.272%
2/13/2026 RPg Family Wealth Advisory LLC7,546$516K0.1%-25.9%0.168%
2/12/2026Jane Street Group LLC29,001$1.98M0.0%N/A0.644%
2/12/2026 Commonwealth Equity Services LLC19,224$1.31M0.0%-17.1%0.427%
2/12/2026 Virtue Capital Management LLC105,793$7.30M0.2%N/A2.351%
2/12/2026 Founders Financial Alliance LLC1,916$131K0.0%-39.0%0.043%
2/11/2026 Janney Montgomery Scott LLC86,615$5.92M0.0%-6.3%1.925%
2/11/2026 Paragon Private Wealth Management LLC35,727$2.44M0.8%-4.8%0.794%
2/11/2026 LPL Financial LLC171,602$11.73M0.0%+7.2%3.813%
2/11/2026O Shaughnessy Asset Management LLC1,478$101K0.0%-11.1%0.033%
2/11/2026 JPMorgan Chase & Co.61,205$4.19M0.0%+4.9%1.360%
2/11/2026 Hilton Head Capital Partners LLC5,599$383K0.2%N/A0.124%
2/10/2026 REAP Financial Group LLC1,233$84K0.0%-23.9%0.027%
2/10/2026Goldman Sachs Group Inc.49,623$3.39M0.0%-20.9%1.103%
2/9/2026 TradeWell Securities LLC.26,564$1.82M0.3%+6.8%0.590%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/6/2026 PNC Financial Services Group Inc.6,328$433K0.0%-4.4%0.141%
2/5/2026 Northwestern Mutual Wealth Management Co.501,876$34.31M0.0%+191,455.7%11.153%
2/3/2026 International Assets Investment Management LLC3,111$213K0.0%-6.1%0.068%
2/3/2026 Retirement Planning Group LLC9,960$681K0.0%-1.8%0.219%
2/2/2026 Truist Financial Corp48,193$3.30M0.0%+10.0%1.059%
2/2/2026 Benjamin Edwards Inc.26,908$1.84M0.0%+1.7%0.591%
2/2/2026 Oppenheimer & Co. Inc.3,358$230K0.0%-20.4%0.074%
1/29/2026UBS Group AG50,226$3.43M0.0%-8.7%1.092%
1/21/2026 Sound Income Strategies LLC1,699$121K0.0%N/A0.037%
1/15/2026 Nilsine Partners LLC9,464$647K0.1%-2.1%0.210%
1/13/2026 CoreCap Advisors LLC1,522$104K0.0%-30.9%0.034%
1/8/2026 Wealth Enhancement Advisory Services LLC4,108$291K0.0%N/A0.092%
1/1/2026 JPMorgan Chase & Co.58,338$3.98M0.0%-1.1%1.228%
12/2/2025 IFP Advisors Inc2,163$147K0.0%-20.4%0.046%
11/18/2025 Advisory Services Network LLC2,671$182K0.0%N/A0.056%
11/17/2025 Kestra Private Wealth Services LLC6,242$426K0.0%-11.2%0.131%
11/17/2025Susquehanna International Group LLP10,969$748K0.0%-75.7%0.231%
11/17/2025Qube Research & Technologies Ltd23,029$1.57M0.0%-5.4%0.485%
11/17/2025Bank of America Corp DE135,804$9.27M0.0%-1.6%2.859%
11/17/2025Ameriprise Financial Inc.37,804$2.58M0.0%-4.3%0.796%
11/14/2025Creative Planning4,995$341K0.0%+5.9%0.105%
11/14/2025Raymond James Financial Inc.256,240$17.48M0.0%+13.3%5.395%
11/14/2025PGIM Custom Harvest LLC16,139$1.10M0.0%+6.8%0.340%
11/14/2025Two Sigma Investments LP3,300$225K0.0%N/A0.069%
11/13/2025UBS Group AG55,003$3.75M0.0%-7.8%1.158%
11/12/2025 RPg Family Wealth Advisory LLC10,189$695K0.2%-4.0%0.215%
11/10/2025MAI Capital Management5,473$373K0.0%-6.6%0.115%
11/7/2025 Founders Financial Alliance LLC3,140$214K0.0%+37.1%0.066%
11/7/2025 JPMorgan Chase & Co.58,338$3.98M0.0%-1.1%1.228%
11/6/2025 Stratos Wealth Partners LTD.4,607$314K0.0%+12.8%0.097%
11/6/2025 Navellier & Associates Inc.22,913$1.56M0.2%N/A0.482%
11/5/2025 Envestnet Asset Management Inc.21,506$1.47M0.0%+5.6%0.443%
11/4/2025Jones Financial Companies Lllp5,280$362K0.0%+54.8%0.109%
11/3/2025 MTM Investment Management LLC8,523$581K0.2%-1.8%0.176%
11/3/2025 Capital Wealth Alliance LLC3,988$272K0.1%-35.6%0.082%
11/3/2025 Truist Financial Corp43,802$2.99M0.0%-4.1%0.903%
11/3/2025 Paragon Private Wealth Management LLC37,529$2.56M0.8%-6.2%0.774%
10/30/2025IronBridge Private Wealth LLC70,303$4.80M1.5%N/A1.450%
10/27/2025 Stephens Inc. AR13,998$955K0.0%+2.4%0.289%
10/23/2025 Benjamin Edwards Inc.26,461$1.81M0.0%N/A0.546%
10/23/2025 CX Institutional3,543$242K0.0%+15.1%0.073%
10/22/2025 CoreCap Advisors LLC2,202$150K0.0%-28.8%0.045%
10/10/2025 Natural Investments LLC2,054$140K0.0%N/A0.042%
10/9/2025 TradeWell Securities LLC.24,880$1.70M0.7%+10.1%0.513%
10/6/2025 Nilsine Partners LLC9,670$660K0.1%-64.7%0.199%
9/25/2025 TradeWell Securities LLC.22,604$1.43M0.7%+6.2%0.457%
9/4/2025Osaic Holdings Inc.42,749$2.71M0.0%+11.3%0.864%
8/15/2025 Tower Research Capital LLC TRC 35,899$2.28M0.1%+155.1%0.725%
8/15/2025Snowden Capital Advisors LLC4,123$262K0.0%-17.5%0.083%
8/15/2025 MML Investors Services LLC13,328$846K0.0%-42.6%0.269%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
8/15/2025BNP Paribas Financial Markets50,000$3.17M0.0%N/A1.010%
8/15/2025Bank of America Corp DE138,046$8.76M0.0%-39.7%2.789%
8/15/2025Ameriprise Financial Inc.39,495$2.51M0.0%-40.7%0.798%
8/14/2025Raymond James Financial Inc.226,113$14.35M0.0%-52.0%4.568%
8/14/2025Qube Research & Technologies Ltd24,355$1.55M0.0%-12.8%0.492%
8/13/2025PGIM Custom Harvest LLC15,111$959K0.0%-94.1%0.305%
8/13/2025 StoneX Group Inc.3,415$217K0.0%N/A0.069%
8/13/2025Flow Traders U.S. LLC15,760$1M0.0%-51.6%0.318%
8/13/2025 Baird Financial Group Inc.18,755$1.19M0.0%-35.7%0.379%
8/13/2025 RPg Family Wealth Advisory LLC10,615$673K0.2%-1.4%0.214%


FXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 134 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 ($34.34M), Northwestern Mutual Wealth Management Co. ($34.31M), O Dell Group LLC ($22.19M), NewEdge Advisors LLC ($21.04M), NewSquare Capital LLC ($20.94M), and Millennium Management LLC ($20.45M).Learn more on First Trust Consumer Discretionary AlphaDEX Fund's institutional investors.

Of the 101 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. ($1.29M), Northwestern Mutual Wealth Management Co. ($501.61K), First Trust Advisors LP ($476.19K), Millennium Management LLC ($353.20K), International Assets Investment Management LLC ($300.29K), and PGIM Custom Harvest LLC ($249.50K).

Institutional investors have bought a total of 1,038,861 shares in the last 24 months. This purchase volume represents approximately $70.59M in transactions.

Of the 36 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: Bank of America Corp DE ($100.13K), Susquehanna International Group LLP ($34.13K), Ameriprise Financial Inc. ($28.83K), Royal Bank of Canada ($24.74K), Nilsine Partners LLC ($17.89K), Osaic Holdings Inc. ($14.41K), and Goldman Sachs Group Inc. ($13.11K).

Institutional investors have sold a total of 302,845 shares in the last 24 months. This volume of shares sold represents approximately $20.00M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FXD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel