First Trust Consumer Discretionary AlphaDEX Fund
FXD • ARCA
First Trust Consumer Discretionary AlphaDEX Fund is an exchange-traded fund on ARCA. As of Q3 2025, 116 institutional investors hold shares in this ETF, with total holdings valued at $192.3M. MORGAN STANLEY is the largest holder with a position valued at $36.1M.
Overview
Overview of institutional ownership in FXD as of Q3 2025
All Institutions
- Institutions
- 116
- Value Held
- $192.3M
- Shares Held
- 2.8M
- Avg Position
- $1.7M
- Median Position
- $259.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $225.1K
- Shares Held
- 3.3K
- Avg Position
- $225.1K
- Median Position
- $225.1K
Biggest Investors
Institutions with the largest positions in FXD as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $36.1M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $33.8M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $17.5M 0.01% of portfolio |
L LPL Financial LLC Institution | $10.9M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $9.3M 0.00% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $6.5M 0.01% of portfolio |
 Janney Montgomery Scott LLC RIA/Wealth | $6.3M 0.02% of portfolio |
 IronBridge Private Wealth, LLC RIA/Wealth | $4.8M 1.52% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $4.3M 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $4.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FXD in Q3 2025
- Traded
- −$11.4M
- Buyers
- 37
- Sellers
- 59
- Total Bought
- +$17.8M
- Total Sold
- −$29.2M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
IronBridge Private Wealth, LLC RIA/Wealth | +$4.8M +70.3K shares |
MORGAN STANLEY RIA/Wealth | +$2.1M +31.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.1M +30.1K shares |
B BENJAMIN EDWARDS INC Institution | +$1.8M +26.5K shares |
 NAVELLIER & ASSOCIATES INC RIA/Wealth | +$1.6M +22.9K shares |
R ROYAL BANK OF CANADA Institution | +$1.1M +16.6K shares |
 Summit Financial, LLC RIA/Wealth | +$903.4K +13.2K shares |
+$816.7K +-143.2K shares | |
S STIFEL FINANCIAL CORP Long Only Manager | +$812.7K +11.9K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$268.1K +3.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
WELLS FARGO & COMPANY/MN Institution | −$11.0M −160.9K shares |
L LPL Financial LLC Institution | −$4.6M −67.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$2.4M −37.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.3M −34.1K shares |
 Nilsine Partners, LLC RIA/Wealth | −$1.2M −17.7K shares |
GOLDMAN SACHS GROUP INC Institution | −$1.2M −17.3K shares |
F FLOW TRADERS U.S. LLC Institution | −$999.8K −15.8K shares |
 HighTower Advisors, LLC RIA/Wealth | −$944.6K −14.9K shares |
 Elser Financial Planning, Inc RIA/Wealth | −$516.1K −8.0K shares |
 Baird Financial Group, Inc. Private Equity | −$380.9K −5.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FXD in Q3 2025
- New Positions
- 4
- New Value
- $1.4M
- Exited Positions
- 18
- Exited Value
- $5.5M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $903.4K 13.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $225.1K 3.3K shares |
 NATURAL INVESTMENTS, LLC RIA/Wealth | $140.1K 2.1K shares |
 O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $113.4K 1.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $2.4M 37.5K shares |
F FLOW TRADERS U.S. LLC Institution | $999.8K 15.8K shares |
HighTower Advisors, LLC RIA/Wealth | $944.6K 14.9K shares |
Elser Financial Planning, Inc RIA/Wealth | $516.1K 8.0K shares |
T TWO SIGMA SECURITIES, LLC Institution | $265.1K 4.2K shares |
Q Quadrature Capital Ltd Institution | $245.4K 3.9K shares |
$25.4K 400.0 shares | |
 CFG Asset Management LLC RIA/Wealth | $24.1K 380.0 shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $18.0K 283.0 shares |
B BLAIR WILLIAM & CO/IL Institution | $13.1K 207.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FXD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FXD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
IronBridge Private Wealth, LLC RIA/Wealth | 1.52% $4.8M |
C COTTONWOOD CAPITAL ADVISORS, LLC RIA/Wealth | 1.10% $1.5M |
 Paragon Private Wealth Management, LLC RIA/Wealth | 0.84% $2.6M |
S Schrum Private Wealth Management LLC RIA/Wealth | 0.73% $989.6K |
 TradeWell Securities, LLC. RIA/Wealth | 0.71% $1.7M |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 0.25% $343.0K |
M MTM Investment Management, LLC RIA/Wealth | 0.18% $581.4K |
NAVELLIER & ASSOCIATES INC RIA/Wealth | 0.16% $1.6M |
 RPg Family Wealth Advisory, LLC RIA/Wealth | 0.15% $695.1K |
B Ballew Advisors, Inc RIA/Wealth | 0.14% $242.3K |
Hedge Fund Spotlight
Discover hedge funds investing in FXD
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust Consumer Discretionary AlphaDEX Fund
- Market Value
- $225.1K
- Shares Held
- 3.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
