Go Pro
→ Why I believe the AI market will split in Q4 (From The Oxford Club) (Ad)tc pixel Free FXD Stock Alerts

First Trust Consumer Discretionary AlphaDEX Fund (FXD) Institutional Ownership

First Trust Consumer Discretionary AlphaDEX Fund logo
$64.65 -0.89 (-1.36%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$64.66 +0.01 (+0.02%)
As of 04:00 AM 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.
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)
$66.11M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$12.89M
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
9/23/2026 Envestnet Asset Management Inc.20,666$1.43M0.0%-2.2%0.544%
9/9/2026 IFP Advisors Inc1,453$100K0.0%-10.7%0.038%
9/9/2026 Baird Financial Group Inc.8,066$558K0.0%-7.5%0.210%
9/8/2026 Waverly Advisors LLC5,031$348K0.0%N/A0.131%
9/2/2026 Citadel Advisors LLC13,034$902K0.0%-49.7%0.339%
8/21/2026 Paragon Private Wealth Management LLC33,377$2.31M0.6%-3.4%0.867%
7/2/2026 CX Institutional716$50K0.0%-92.0%0.019%
5/19/2026 Western Wealth Management LLC755$48K0.0%N/A0.019%
5/19/2026 Paragon Private Wealth Management LLC34,569$2.21M0.7%-3.2%0.875%
5/19/2026 Bank of America Corp DE125,875$8.06M0.0%-5.2%3.187%
5/18/2026 Royal 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%
4/21/2026 Topsail Wealth Management LLC1,495$96K0.0%-36.1%0.038%
3/17/2026 Rockefeller 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%
2/17/2026 Osaic Holdings Inc.28,010$1.92M0.0%-34.0%0.622%
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
2/13/2026 Wells 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%
2/12/2026 Jane 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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
2/11/2026 O 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%
2/10/2026 Goldman 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%
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%
1/29/2026 UBS 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%
11/17/2025 Susquehanna International Group LLP10,969$748K0.0%-75.7%0.231%
11/17/2025 Qube Research & Technologies Ltd23,029$1.57M0.0%-5.4%0.485%
11/17/2025 Bank of America Corp DE135,804$9.27M0.0%-1.6%2.859%
11/17/2025 Ameriprise Financial Inc.37,804$2.58M0.0%-4.3%0.796%
11/14/2025 Creative Planning4,995$341K0.0%+5.9%0.105%
11/14/2025 Raymond James Financial Inc.256,240$17.48M0.0%+13.3%5.395%
11/14/2025 PGIM Custom Harvest LLC16,139$1.10M0.0%+6.8%0.340%
11/14/2025 Two Sigma Investments LP3,300$225K0.0%N/A0.069%
11/13/2025 UBS 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%
11/10/2025 MAI 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%
11/4/2025 Jones 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%
10/30/2025 IronBridge 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%
Elon’s AI Phone is coming (Ad)

Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers. Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation. Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that.tc pixel

See the full evidence behind Elon Musk's rumored new device.
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%
9/4/2025 Osaic 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%
8/15/2025 Snowden Capital Advisors LLC4,123$262K0.0%-17.5%0.083%
8/15/2025 MML Investors Services LLC13,328$846K0.0%-42.6%0.269%
8/15/2025 BNP Paribas Financial Markets50,000$3.17M0.0%N/A1.010%
8/15/2025 Bank of America Corp DE138,046$8.76M0.0%-39.7%2.789%
8/15/2025 Ameriprise Financial Inc.39,495$2.51M0.0%-40.7%0.798%
8/14/2025 Raymond James Financial Inc.226,113$14.35M0.0%-52.0%4.568%


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 967,725 shares in the last 24 months. This purchase volume represents approximately $66.11M in transactions.

Of the 38 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), Nilsine Partners LLC ($17.89K), Osaic Holdings Inc. ($14.41K), Goldman Sachs Group Inc. ($13.11K), Citadel Advisors LLC ($12.90K), and Janney Montgomery Scott LLC ($9.48K).

Institutional investors have sold a total of 189,359 shares in the last 24 months. This volume of shares sold represents approximately $12.89M 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
While SpaceX Gets the Spotlight, FJET Is Building What Comes Next!
Starfighters Space (NYSE: FJET) operates the world's only commercial fleet of flight-ready Mach 2+ F-104 Starf...
Trading Wire | 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
How to get a stake in Anthropic — before the IPO
Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its ...
Weiss Ratings | Sponsoredtc pixel
If you keep cash in a U.S. bank account… read this NOW
Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every d...
Banyan Hill Publishing | Sponsoredtc pixel
They're shrinking your dollars every single month
Since 2020, the dollar has lost roughly a quarter of its buying power. A $500,000 nest egg today buys about wh...
American Alternative | Sponsoredtc pixel
Why I believe the AI market will split in Q4
Matt McCall, who recommended Nvidia near $6 a share, says the AI market is splitting in two - just like the do...
The Oxford Club | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel