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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$69.66 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$69.70 +0.04 (+0.06%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
47
Total
Institutional Inflows
(last 12 months)
$75.39M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$74.92M
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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
7/2/2026 CX Institutional716$50K0.0%-92.0%0.019%
5/19/2026Western Wealth Management LLC755$48K0.0%N/A0.019%
5/19/2026Paragon 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%
5/8/2026PNC Financial Services Group Inc.6,047$387K0.0%-4.4%0.153%
5/4/2026Retirement Planning Group LLC9,677$619K0.0%-2.8%0.245%
5/1/2026Fifth Third Bancorp2,266$145K0.0%N/A0.057%
4/30/2026Kestra Advisory Services LLC19,034$1.22M0.0%+6.4%0.482%
4/27/2026Private Advisor Group LLC9,665$619K0.0%-14.0%0.245%
4/22/2026Janney 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%
3/4/2026SHP Wealth Management530$36K0.0%N/A0.012%
2/18/2026Virtue Capital Management LLC105,793$7.30M0.2%N/A2.351%
2/17/2026Cetera Investment Advisers19,981$1.37M0.0%-2.3%0.444%
2/17/2026Capital Wealth Alliance LLC3,256$232K0.1%-18.4%0.072%
2/17/2026Schrum 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%
2/16/2026MML Investors Services LLC12,904$882K0.0%-1.7%0.287%
2/16/2026Mariner LLC4,033$276K0.0%N/A0.090%
2/13/2026Kestra Advisory Services LLC17,884$1.22M0.0%+0.8%0.397%
2/13/2026Stifel Financial Corp97,345$6.66M0.0%+2.3%2.163%
2/13/2026Wells Fargo & Company MN502,242$34.34M0.0%+1.3%11.161%
2/13/2026Summit Financial LLC12,239$837K0.0%-7.6%0.272%
2/13/2026RPg Family Wealth Advisory LLC7,546$516K0.1%-25.9%0.168%
2/12/2026Jane Street Group LLC29,001$1.98M0.0%N/A0.644%
2/12/2026Commonwealth Equity Services LLC19,224$1.31M0.0%-17.1%0.427%
2/12/2026Virtue Capital Management LLC105,793$7.30M0.2%N/A2.351%
2/12/2026Founders Financial Alliance LLC1,916$131K0.0%-39.0%0.043%
2/11/2026Janney Montgomery Scott LLC86,615$5.92M0.0%-6.3%1.925%
2/11/2026Paragon Private Wealth Management LLC35,727$2.44M0.8%-4.8%0.794%
2/11/2026LPL Financial LLC171,602$11.73M0.0%+7.2%3.813%
2/11/2026O Shaughnessy Asset Management LLC1,478$101K0.0%-11.1%0.033%
2/11/2026JPMorgan Chase & Co.61,205$4.19M0.0%+4.9%1.360%
2/11/2026Hilton Head Capital Partners LLC5,599$383K0.2%N/A0.124%
2/10/2026REAP 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%
2/9/2026TradeWell Securities LLC.26,564$1.82M0.3%+6.8%0.590%
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2/6/2026PNC Financial Services Group Inc.6,328$433K0.0%-4.4%0.141%
2/5/2026Northwestern Mutual Wealth Management Co.501,876$34.31M0.0%+191,455.7%11.153%
2/3/2026International Assets Investment Management LLC3,111$213K0.0%-6.1%0.068%
2/3/2026Retirement Planning Group LLC9,960$681K0.0%-1.8%0.219%
2/2/2026Truist Financial Corp48,193$3.30M0.0%+10.0%1.059%
2/2/2026Benjamin Edwards Inc.26,908$1.84M0.0%+1.7%0.591%
2/2/2026Oppenheimer & Co. Inc.3,358$230K0.0%-20.4%0.074%
1/29/2026UBS Group AG50,226$3.43M0.0%-8.7%1.092%
1/21/2026Sound Income Strategies LLC1,699$121K0.0%N/A0.037%
1/15/2026Nilsine Partners LLC9,464$647K0.1%-2.1%0.210%
1/13/2026CoreCap Advisors LLC1,522$104K0.0%-30.9%0.034%
1/8/2026Wealth Enhancement Advisory Services LLC4,108$291K0.0%N/A0.092%
1/1/2026JPMorgan Chase & Co.58,338$3.98M0.0%-1.1%1.228%
12/2/2025IFP Advisors Inc2,163$147K0.0%-20.4%0.046%
11/18/2025Advisory Services Network LLC2,671$182K0.0%N/A0.056%
11/17/2025Kestra 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%
11/12/2025RPg Family Wealth Advisory LLC10,189$695K0.2%-4.0%0.215%
11/10/2025MAI Capital Management5,473$373K0.0%-6.6%0.115%
11/7/2025Founders Financial Alliance LLC3,140$214K0.0%+37.1%0.066%
11/7/2025JPMorgan Chase & Co.58,338$3.98M0.0%-1.1%1.228%
11/6/2025Stratos Wealth Partners LTD.4,607$314K0.0%+12.8%0.097%
11/6/2025Navellier & Associates Inc.22,913$1.56M0.2%N/A0.482%
11/5/2025Envestnet 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%
11/3/2025MTM Investment Management LLC8,523$581K0.2%-1.8%0.176%
11/3/2025Capital Wealth Alliance LLC3,988$272K0.1%-35.6%0.082%
11/3/2025Truist Financial Corp43,802$2.99M0.0%-4.1%0.903%
11/3/2025Paragon 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%
10/27/2025Stephens Inc. AR13,998$955K0.0%+2.4%0.289%
10/23/2025Benjamin Edwards Inc.26,461$1.81M0.0%N/A0.546%
10/23/2025 CX Institutional3,543$242K0.0%+15.1%0.073%
10/22/2025CoreCap Advisors LLC2,202$150K0.0%-28.8%0.045%
10/10/2025Natural Investments LLC2,054$140K0.0%N/A0.042%
10/9/2025TradeWell Securities LLC.24,880$1.70M0.7%+10.1%0.513%
10/6/2025Nilsine Partners LLC9,670$660K0.1%-64.7%0.199%
9/25/2025TradeWell 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%
8/15/2025Tower 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%
8/15/2025MML Investors Services LLC13,328$846K0.0%-42.6%0.269%
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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%
8/13/2025StoneX Group Inc.3,415$217K0.0%N/A0.069%
8/13/2025Flow Traders U.S. LLC15,760$1M0.0%-51.6%0.318%
8/13/2025Baird Financial Group Inc.18,755$1.19M0.0%-35.7%0.379%
8/13/2025RPg Family Wealth Advisory LLC10,615$673K0.2%-1.4%0.214%


FXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 137 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), Raymond James Financial Services Advisors Inc. ($23.59M), O Dell Group LLC ($22.19M), NewEdge Advisors LLC ($21.04M), and NewSquare Capital LLC ($20.94M).Learn more on First Trust Consumer Discretionary AlphaDEX Fund's institutional investors.

Of the 104 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 ($300.71K), and PGIM Custom Harvest LLC ($249.50K).

Institutional investors have bought a total of 1,114,535 shares in the last 24 months. This purchase volume represents approximately $75.39M in transactions.

Of the 44 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: Raymond James Financial Inc. ($244.93K), PGIM Custom Harvest LLC ($240.83K), Truist Financial Corp ($130.65K), Bank of America Corp DE ($100.13K), Envestnet Asset Management Inc. ($72.05K), CX Institutional ($62.79K), and CWM LLC ($57.29K).

Institutional investors have sold a total of 1,168,513 shares in the last 24 months. This volume of shares sold represents approximately $74.92M in transactions.


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This page (NYSEARCA:FXD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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