First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

$66.08 0.00 (0.00%)

Closing price 05/22/2026 04:10 PM Eastern

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$66.08 0.00 (0.00%)

As of 05/22/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 49
Total Institutional Inflows (last 12 months): $77.74M

Number of Institutional Sellers (last 12 months): 44
Total Institutional Outflows (last 12 months): $74.35M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	755	$48K	0.0%	N/A	0.019%
5/19/2026	Paragon Private Wealth Management LLC	34,569	$2.21M	0.7%	-3.2%	0.875%
5/19/2026	Bank of America Corp DE	125,875	$8.06M	0.0%	-5.2%	3.187%
5/18/2026	Royal Bank of Canada	35,331	$2.26M	0.0%	+7.6%	0.894%
5/8/2026	PNC Financial Services Group Inc.	6,047	$387K	0.0%	-4.4%	0.153%
5/4/2026	Retirement Planning Group LLC	9,677	$619K	0.0%	-2.8%	0.245%
5/1/2026	Fifth Third Bancorp	2,266	$145K	0.0%	N/A	0.057%
4/30/2026	Kestra Advisory Services LLC	19,034	$1.22M	0.0%	+6.4%	0.482%
4/27/2026	Private Advisor Group LLC	9,665	$619K	0.0%	-14.0%	0.245%
4/22/2026	Janney Montgomery Scott LLC	82,959	$5.31M	0.0%	-4.2%	2.100%
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4/21/2026	Topsail Wealth Management LLC	1,495	$96K	0.0%	-36.1%	0.038%
3/17/2026	Rockefeller Capital Management L.P.	3,700	$253K	0.0%	+9.0%	0.082%
3/4/2026	SHP Wealth Management	530	$36K	0.0%	N/A	0.012%
2/18/2026	Virtue Capital Management LLC	105,793	$7.30M	0.2%	N/A	2.351%
2/17/2026	Cetera Investment Advisers	19,981	$1.37M	0.0%	-2.3%	0.444%
2/17/2026	Capital Wealth Alliance LLC	3,256	$232K	0.1%	-18.4%	0.072%
2/17/2026	Schrum Private Wealth Management LLC	14,206	$971K	0.7%	-2.1%	0.316%
2/17/2026	Osaic Holdings Inc.	28,010	$1.92M	0.0%	-34.0%	0.622%
2/17/2026	Royal Bank of Canada	32,833	$2.25M	0.0%	-43.0%	0.730%
2/16/2026	MML Investors Services LLC	12,904	$882K	0.0%	-1.7%	0.287%
2/16/2026	Mariner LLC	4,033	$276K	0.0%	N/A	0.090%
2/13/2026	Kestra Advisory Services LLC	17,884	$1.22M	0.0%	+0.8%	0.397%
2/13/2026	Stifel Financial Corp	97,345	$6.66M	0.0%	+2.3%	2.163%
2/13/2026	Wells Fargo & Company MN	502,242	$34.34M	0.0%	+1.3%	11.161%
2/13/2026	Summit Financial LLC	12,239	$837K	0.0%	-7.6%	0.272%
2/13/2026	RPg Family Wealth Advisory LLC	7,546	$516K	0.1%	-25.9%	0.168%
2/12/2026	Jane Street Group LLC	29,001	$1.98M	0.0%	N/A	0.644%
2/12/2026	Commonwealth Equity Services LLC	19,224	$1.31M	0.0%	-17.1%	0.427%
2/12/2026	Virtue Capital Management LLC	105,793	$7.30M	0.2%	N/A	2.351%
2/12/2026	Founders Financial Alliance LLC	1,916	$131K	0.0%	-39.0%	0.043%
2/11/2026	Janney Montgomery Scott LLC	86,615	$5.92M	0.0%	-6.3%	1.925%
2/11/2026	Paragon Private Wealth Management LLC	35,727	$2.44M	0.8%	-4.8%	0.794%
2/11/2026	LPL Financial LLC	171,602	$11.73M	0.0%	+7.2%	3.813%
2/11/2026	O Shaughnessy Asset Management LLC	1,478	$101K	0.0%	-11.1%	0.033%
2/11/2026	JPMorgan Chase & Co.	61,205	$4.19M	0.0%	+4.9%	1.360%
2/11/2026	Hilton Head Capital Partners LLC	5,599	$383K	0.2%	N/A	0.124%
2/10/2026	REAP Financial Group LLC	1,233	$84K	0.0%	-23.9%	0.027%
2/10/2026	Goldman Sachs Group Inc.	49,623	$3.39M	0.0%	-20.9%	1.103%
2/9/2026	TradeWell Securities LLC.	26,564	$1.82M	0.3%	+6.8%	0.590%
2/6/2026	PNC Financial Services Group Inc.	6,328	$433K	0.0%	-4.4%	0.141%
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2/5/2026	Northwestern Mutual Wealth Management Co.	501,876	$34.31M	0.0%	+191,455.7%	11.153%
2/3/2026	International Assets Investment Management LLC	3,111	$213K	0.0%	-6.1%	0.068%
2/3/2026	Retirement Planning Group LLC	9,960	$681K	0.0%	-1.8%	0.219%
2/2/2026	Truist Financial Corp	48,193	$3.30M	0.0%	+10.0%	1.059%
2/2/2026	Benjamin Edwards Inc.	26,908	$1.84M	0.0%	+1.7%	0.591%
2/2/2026	Oppenheimer & Co. Inc.	3,358	$230K	0.0%	-20.4%	0.074%
1/29/2026	UBS Group AG	50,226	$3.43M	0.0%	-8.7%	1.092%
1/21/2026	Sound Income Strategies LLC	1,699	$121K	0.0%	N/A	0.037%
1/15/2026	Nilsine Partners LLC	9,464	$647K	0.1%	-2.1%	0.210%
1/13/2026	CoreCap Advisors LLC	1,522	$104K	0.0%	-30.9%	0.034%
1/8/2026	Wealth Enhancement Advisory Services LLC	4,108	$291K	0.0%	N/A	0.092%
1/1/2026	JPMorgan Chase & Co.	58,338	$3.98M	0.0%	-1.1%	1.228%
12/2/2025	IFP Advisors Inc	2,163	$147K	0.0%	-20.4%	0.046%
11/18/2025	Advisory Services Network LLC	2,671	$182K	0.0%	N/A	0.056%
11/17/2025	Kestra Private Wealth Services LLC	6,242	$426K	0.0%	-11.2%	0.131%
11/17/2025	Susquehanna International Group LLP	10,969	$748K	0.0%	-75.7%	0.231%
11/17/2025	Qube Research & Technologies Ltd	23,029	$1.57M	0.0%	-5.4%	0.485%
11/17/2025	Bank of America Corp DE	135,804	$9.27M	0.0%	-1.6%	2.859%
11/17/2025	Ameriprise Financial Inc.	37,804	$2.58M	0.0%	-4.3%	0.796%
11/14/2025	Creative Planning	4,995	$341K	0.0%	+5.9%	0.105%
11/14/2025	Raymond James Financial Inc.	256,240	$17.48M	0.0%	+13.3%	5.395%
11/14/2025	PGIM Custom Harvest LLC	16,139	$1.10M	0.0%	+6.8%	0.340%
11/14/2025	Two Sigma Investments LP	3,300	$225K	0.0%	N/A	0.069%
11/13/2025	UBS Group AG	55,003	$3.75M	0.0%	-7.8%	1.158%
11/12/2025	RPg Family Wealth Advisory LLC	10,189	$695K	0.2%	-4.0%	0.215%
11/10/2025	MAI Capital Management	5,473	$373K	0.0%	-6.6%	0.115%
11/7/2025	Founders Financial Alliance LLC	3,140	$214K	0.0%	+37.1%	0.066%
11/7/2025	JPMorgan Chase & Co.	58,338	$3.98M	0.0%	-1.1%	1.228%
11/6/2025	Stratos Wealth Partners LTD.	4,607	$314K	0.0%	+12.8%	0.097%
11/6/2025	Navellier & Associates Inc.	22,913	$1.56M	0.2%	N/A	0.482%
11/5/2025	Envestnet Asset Management Inc.	21,506	$1.47M	0.0%	+5.6%	0.443%
11/4/2025	Jones Financial Companies Lllp	5,280	$362K	0.0%	+54.8%	0.109%
11/3/2025	MTM Investment Management LLC	8,523	$581K	0.2%	-1.8%	0.176%
11/3/2025	Capital Wealth Alliance LLC	3,988	$272K	0.1%	-35.6%	0.082%
11/3/2025	Truist Financial Corp	43,802	$2.99M	0.0%	-4.1%	0.903%
11/3/2025	Paragon Private Wealth Management LLC	37,529	$2.56M	0.8%	-6.2%	0.774%
10/30/2025	IronBridge Private Wealth LLC	70,303	$4.80M	1.5%	N/A	1.450%
10/27/2025	Stephens Inc. AR	13,998	$955K	0.0%	+2.4%	0.289%
10/23/2025	Benjamin Edwards Inc.	26,461	$1.81M	0.0%	N/A	0.546%
10/23/2025	CX Institutional	3,543	$242K	0.0%	+15.1%	0.073%
10/22/2025	CoreCap Advisors LLC	2,202	$150K	0.0%	-28.8%	0.045%
10/10/2025	Natural Investments LLC	2,054	$140K	0.0%	N/A	0.042%
10/9/2025	TradeWell Securities LLC.	24,880	$1.70M	0.7%	+10.1%	0.513%
10/6/2025	Nilsine Partners LLC	9,670	$660K	0.1%	-64.7%	0.199%
9/25/2025	TradeWell Securities LLC.	22,604	$1.43M	0.7%	+6.2%	0.457%
9/4/2025	Osaic Holdings Inc.	42,749	$2.71M	0.0%	+11.3%	0.864%
8/15/2025	Tower Research Capital LLC TRC	35,899	$2.28M	0.1%	+155.1%	0.725%
8/15/2025	Snowden Capital Advisors LLC	4,123	$262K	0.0%	-17.5%	0.083%
8/15/2025	MML Investors Services LLC	13,328	$846K	0.0%	-42.6%	0.269%
8/15/2025	BNP Paribas Financial Markets	50,000	$3.17M	0.0%	N/A	1.010%
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8/15/2025	Bank of America Corp DE	138,046	$8.76M	0.0%	-39.7%	2.789%
8/15/2025	Ameriprise Financial Inc.	39,495	$2.51M	0.0%	-40.7%	0.798%
8/14/2025	Raymond James Financial Inc.	226,113	$14.35M	0.0%	-52.0%	4.568%
8/14/2025	Qube Research & Technologies Ltd	24,355	$1.55M	0.0%	-12.8%	0.492%
8/13/2025	PGIM Custom Harvest LLC	15,111	$959K	0.0%	-94.1%	0.305%
8/13/2025	StoneX Group Inc.	3,415	$217K	0.0%	N/A	0.069%
8/13/2025	Flow Traders U.S. LLC	15,760	$1M	0.0%	-51.6%	0.318%
8/13/2025	Baird Financial Group Inc.	18,755	$1.19M	0.0%	-35.7%	0.379%
8/13/2025	RPg Family Wealth Advisory LLC	10,615	$673K	0.2%	-1.4%	0.214%
8/13/2025	Quadrature Capital Ltd	3,869	$245K	0.0%	N/A	0.078%

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 1,155,078 shares in the last 24 months. This purchase volume represents approximately $77.74M 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), CWM LLC ($57.29K), and CX Institutional ($54.54K).

Institutional investors have sold a total of 1,160,266 shares in the last 24 months. This volume of shares sold represents approximately $74.35M in transactions.

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This page (NYSEARCA:FXD) was last updated on 5/25/2026 by MarketBeat.com Staff.

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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

FXD Institutional Buying and Selling by Quarter

First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History

FXD Institutional Ownership - Frequently Asked Questions

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First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

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

FXD Institutional Buying and Selling by Quarter

First Trust Consumer Discretionary AlphaDEX Fund Major Shareholders & Ownership History

FXD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXD shares?

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

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

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

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

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