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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

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$59.47
+0.34 (+0.58%)
(As of 04/26/2024 ET)
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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)
77
Total
Institutional Inflows
(last 12 months)
$877.93M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$167.83M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.29,691$1.92M0.0%+1.1%0.120%
4/23/2024 TriaGen Wealth Management LLC39,445$2.55M1.1%+3.1%0.159%
4/23/2024 Raymond James Financial Services Advisors Inc.509,695$32.89M0.0%-10.6%2.059%
4/22/2024 Nilsine Partners LLC238,235$15.38M2.1%+87.0%0.963%
4/22/2024 Raymond James & Associates255,071$16.46M0.0%+10.1%1.031%
4/20/2024 Kesler Norman & Wride LLC7,150$461K0.1%+5.4%0.029%
4/19/2024 Trust Co. of Oklahoma16,808$1.09M0.4%+88.6%0.068%
4/19/2024 Monument Capital Management60,062$3.88M1.1%+439.2%0.243%
4/12/2024 Ignite Planners LLC5,053$324K0.1%-20.5%0.019%
4/11/2024 International Assets Investment Management LLC4,342$278K0.0%-6.1%0.017%
4/10/2024 Atwood & Palmer Inc.2,850$184K0.0%-14.2%0.011%
3/15/2024B. Riley Wealth Advisors Inc.3,418$202K0.0%N/A0.013%
2/26/2024Centaurus Financial Inc.2,609$154K0.0%N/A0.010%
2/16/2024O Dell Group LLC317,196$18.71M4.9%-0.7%1.218%
2/13/2024First Trust Advisors LP11,953,851$705.04M0.8%-11.2%45.888%
2/12/2024AMJ Financial Wealth Management3,490$206K0.1%-85.4%0.013%
2/12/2024StoneX Group Inc.19,140$1.13M0.1%+10.3%0.073%
2/12/2024Stifel Financial Corp125,520$7.40M0.0%-7.7%0.482%
2/12/2024Steward Partners Investment Advisory LLC8,665$511K0.0%+20.5%0.033%
2/9/2024Founders Financial Alliance LLC3,318$196K0.1%+7.6%0.013%
2/9/2024Advisory Services Network LLC200,087$11.80M0.3%+7.2%0.768%
2/9/2024 Cambridge Investment Research Advisors Inc.29,358$1.73M0.0%-74.3%0.113%
2/9/2024D.A. Davidson & CO.32,637$1.93M0.0%+1.5%0.125%
2/9/2024Wells Fargo & Company MN1,588,782$93.71M0.0%-5.8%6.099%
2/9/2024Paragon Private Wealth Management LLC60,361$3.56M2.5%+1.5%0.232%
2/9/2024UBS Group AG214,948$12.68M0.0%+105.7%0.825%
2/8/2024Great Lakes Advisors LLC5,107$301K0.0%N/A0.020%
2/8/2024Navellier & Associates Inc.63,477$3.74M0.6%N/A0.244%
2/8/2024 MinichMacGregor Wealth Management LLC12,132$716K0.2%-81.6%0.047%
2/8/2024Janney Montgomery Scott LLC191,512$11.30M0.0%-2.6%0.735%
2/7/2024Gateway Advisory LLC93,717$5.53M1.1%N/A0.360%
2/7/2024Principal Securities Inc.565$33K0.0%N/A0.002%
2/6/2024Private Advisor Group LLC17,700$1.04M0.0%-5.3%0.068%
2/6/2024 Spire Wealth Management12,330$708K0.0%-3.0%0.047%
2/6/2024Vestmark Advisory Solutions Inc.95,623$5.64M0.3%+4.3%0.367%
2/6/2024Merit Financial Group LLC35,049$2.07M0.1%-30.1%0.135%
2/6/2024Benjamin F. Edwards & Company Inc.189,777$11.19M0.2%-5.2%0.729%
2/6/2024Benjamin Edwards Inc.1,569$93K0.0%-42.3%0.006%
2/5/2024Kestra Private Wealth Services LLC10,498$619K0.0%-5.5%0.040%
2/2/2024Truist Financial Corp164,527$9.70M0.0%-37.1%0.632%
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2/2/2024 Kovack Advisors Inc.5,859$346K0.0%+6.6%0.022%
2/1/2024NewSquare Capital LLC245,414$14.48M1.4%-30.1%0.942%
2/1/2024 Monument Capital Management11,139$657K0.2%+13.9%0.043%
2/1/2024 CWM LLC123,290$7.27M0.0%-26.1%0.473%
1/26/2024Schrum Private Wealth Management LLC14,005$826K1.2%-3.4%0.054%
1/26/2024Turtle Creek Wealth Advisors LLC630$37K0.0%N/A0.002%
1/24/2024 Stratos Wealth Partners LTD.7,958$469K0.0%+87.2%0.031%
1/24/2024 Nilsine Partners LLC127,395$7.51M1.2%-12.0%0.489%
1/24/2024 International Assets Investment Management LLC272,820$16.09M0.0%+4,845.1%1.047%
1/24/2024Capital Wealth Alliance LLC17,085$1.01M0.7%+17.3%0.066%
1/23/2024DAVENPORT & Co LLC28,239$1.67M0.0%+3.8%0.108%
1/23/2024RPg Family Wealth Advisory LLC8,052$475K0.2%+10.3%0.031%
1/23/2024 Trust Co. of Oklahoma8,911$526K0.2%-23.1%0.034%
1/23/2024 TriaGen Wealth Management LLC38,259$2.26M1.1%-1.6%0.147%
1/19/2024PFG Advisors5,993$353K0.0%-3.5%0.023%
1/19/2024 Realta Investment Advisors9,327$550K0.1%+6.6%0.036%
1/18/2024 Ballew Advisors Inc3,632$206K0.2%N/A0.014%
1/16/2024 Raymond James Financial Services Advisors Inc.570,163$33.63M0.1%-9.6%2.189%
1/16/2024 Raymond James & Associates231,738$13.67M0.0%-16.7%0.890%
1/16/2024MTM Investment Management LLC9,322$550K0.3%-27.3%0.036%
1/16/2024CoreCap Advisors LLC5,168$305K0.0%-7.0%0.020%
1/12/2024 HFG Advisors Inc.15,008$885K0.9%+29.6%0.058%
1/12/2024 Apeiron RIA LLC13,392$790K0.2%+2.3%0.051%
1/12/2024 Cyndeo Wealth Partners LLC52,132$3.08M0.3%-57.4%0.200%
1/11/2024 Kesler Norman & Wride LLC6,784$400K0.1%-2.9%0.026%
1/10/2024 City State Bank425$25K0.0%-59.7%0.002%
1/9/2024 Ignite Planners LLC6,358$371K0.1%-4.1%0.024%
12/6/2023Citigroup Inc.778$40K0.0%+289.0%0.003%
11/16/2023Harbour Investments Inc.7,014$358K0.0%-20.2%0.027%
11/15/2023Truist Financial Corp261,757$13.35M0.0%+17.8%1.005%
11/14/2023Tower Research Capital LLC TRC 30,764$1.57M0.0%+4,091.3%0.118%
11/14/2023Private Advisory Group LLC14,778$754K0.1%+51.3%0.057%
11/14/2023O Dell Group LLC319,284$16.29M5.0%+2,606.7%1.226%
11/14/2023Paragon Private Wealth Management LLC59,454$3.03M2.5%+2.6%0.228%
11/13/2023Stifel Financial Corp135,983$6.94M0.0%+9.5%0.522%
11/13/2023LPL Financial LLC293,396$14.97M0.0%-12.1%1.126%
11/13/2023AMJ Financial Wealth Management23,826$1.22M0.5%+426.8%0.091%
11/13/2023RPg Family Wealth Advisory LLC7,297$372K0.2%+12.9%0.028%
11/13/2023Envestnet Asset Management Inc.174,798$8.92M0.0%+41.1%0.671%
11/13/2023WCG Wealth Advisors LLC186,687$9.61M0.7%+7.2%0.717%
11/13/2023Kestra Advisory Services LLC19,409$990K0.0%+86.8%0.075%
11/13/2023PNC Financial Services Group Inc.8,432$430K0.0%-2.3%0.032%
11/9/2023UBS Group AG104,486$5.33M0.0%-52.4%0.401%
11/8/2023D.A. Davidson & CO.32,163$1.64M0.0%-2.6%0.123%
11/8/2023Janney Montgomery Scott LLC196,535$10.03M0.0%-2.3%0.754%
11/8/2023 Spire Wealth Management12,705$648K0.0%-5.8%0.049%
11/8/2023Oppenheimer & Co. Inc.5,164$263K0.0%-47.6%0.020%
11/8/2023Kestra Private Wealth Services LLC11,106$567K0.0%-15.5%0.043%
11/7/2023Merit Financial Group LLC50,154$2.56M0.1%+73.4%0.193%
11/6/2023Vestmark Advisory Solutions Inc.91,662$4.68M0.3%+72.8%0.352%
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The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

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11/6/2023Leelyn Smith LLC10,127$517K0.1%-4.7%0.039%
11/6/2023Capital Wealth Alliance LLC14,567$743K0.5%+98.0%0.056%
11/6/2023Cottonwood Capital Advisors LLC26,234$1.34M1.3%-3.3%0.101%
11/4/2023 NBC Securities Inc.815$41K0.0%N/A0.003%
11/3/2023NewSquare Capital LLC350,978$17.90M1.9%+32.5%1.347%
11/3/2023Private Advisor Group LLC18,684$953K0.0%-3.2%0.072%
11/1/2023 Nilsine Partners LLC144,696$7.38M1.1%+138.7%0.555%
11/1/2023Csenge Advisory Group4,246$217K0.0%N/A0.016%
10/25/2023 Monument Capital Management9,779$499K0.2%+9.2%0.038%
10/25/2023 HFG Advisors Inc.11,583$591K0.6%+1.9%0.044%
(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, 131 institutional investors and hedge funds held shares of First Trust Consumer Discretionary AlphaDEX Fund. The most heavily invested institutionals were First Trust Advisors LP ($705.04M), Wells Fargo & Company MN ($93.71M), Raymond James Financial Services Advisors Inc. ($32.89M), O Dell Group LLC ($18.71M), Raymond James & Associates ($16.46M), Nilsine Partners LLC ($15.38M), and LPL Financial LLC ($14.97M).Learn more on FXD's institutional investors.

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

Of the 107 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 ($13.63M), Raymond James Financial Services Advisors Inc. ($534.32K), NewSquare Capital LLC ($350.98K), O Dell Group LLC ($316.53K), International Assets Investment Management LLC ($271.88K), Truist Financial Corp ($213.18K), and Nilsine Partners LLC ($212.95K).

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

Institutional investors have bought a total of 18,574,588 shares in the last 24 months. This purchase volume represents approximately $975.68M 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), Wells Fargo & Company MN ($1.48M), Raymond James Financial Services Advisors Inc. ($582.12K), Commonwealth Equity Services LLC ($461.78K), UBS Group AG ($445.40K), LPL Financial LLC ($405.87K), and Truist Financial Corp ($337.20K).

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

Institutional investors have sold a total of 8,288,303 shares in the last 24 months. This volume of shares sold represents approximately $423.65M in transactions.


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This page (NYSEARCA:FXD) was last updated on 4/26/2024 by MarketBeat.com Staff

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