Free Trial
→ Rent out your stocks? (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
$64.79 -0.23 (-0.35%)
As of 09:48 AM 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)
35
Total
Institutional Inflows
(last 12 months)
$65.75M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$11.71M
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
10/8/2026Farther Finance Advisors LLC10,636$682K0.0%-3.5%0.284%
10/8/2026Atwood & Palmer Inc.400$26K0.0%N/A0.011%
9/23/2026Envestnet Asset Management Inc.20,666$1.43M0.0%-2.2%0.544%
9/9/2026IFP Advisors Inc1,453$100K0.0%-10.7%0.038%
9/9/2026Baird Financial Group Inc.8,066$558K0.0%-7.5%0.210%
9/8/2026Waverly Advisors LLC5,031$348K0.0%N/A0.131%
9/2/2026Citadel Advisors LLC13,034$902K0.0%-49.7%0.339%
8/21/2026Paragon Private Wealth Management LLC33,377$2.31M0.6%-3.4%0.867%
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%
I have publicly predicted six major American crashes, before each one happened. (Ad)

Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each warning issued before the crisis hit. Now the founder of Weiss Ratings, the only conflict-free rating agency in America, says he is watching a $3 trillion problem that could trigger a chain reaction across markets and banks.tc pixel

See Martin Weiss's full warning before this risk spreads further
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%
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%
Trump's crypto bank just got approved (Ad)

Last month I told investors that a Trump-backed crypto bank could be approved any day. On August 14, it was. Federal regulators granted conditional approval to World Liberty Trust Company… a nationally chartered trust bank tied to the Trump family's crypto venture. Most investors still haven't processed what that means. This bank exists to do one thing. Issue, redeem, custody and back USD1… the stablecoin that has now crossed $4 billion in circulation. The bank isn't operating yet. There are conditions to satisfy first… capital minimums, an audit manager, a sign-off on the business plan. Which means the money hasn't moved yet.tc pixel

Get my #1 coin for the Trump bull run.
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%
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%


FXD Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 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 962,470 shares in the last 24 months. This purchase volume represents approximately $65.75M in transactions.

Of the 39 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: Susquehanna International Group LLP ($34.13K), Royal Bank of Canada ($24.74K), Osaic Holdings Inc. ($14.41K), Goldman Sachs Group Inc. ($13.11K), Citadel Advisors LLC ($12.90K), Janney Montgomery Scott LLC ($9.48K), and UBS Group AG ($9.45K).

Institutional investors have sold a total of 172,061 shares in the last 24 months. This volume of shares sold represents approximately $11.71M 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 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
Elon's next millionaires start October 24?
SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into milliona...
Behind the Markets | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
How one AI fund pays investors every Thursday
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel