Who Owns FXD?
First Trust Consumer Discretionary AlphaDEX Fund — Institutional Ownership & 13F Holdings
$67.84
-0.28 (-0.41%)
Market Cap
$292.3M
Shares Outstanding
3,775,312
Institutional Holders
123
Total Inst. Value
$465.0M
% of Float Held
—
QoQ Holder Change
+29
Institutional data as of Q1 2025
New Positions
29
Closed Positions
27
Increased
25
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $127.5M | 2,203,141 |
| 2 | WELLS FARGO & COMPANY/MN | $62.2M | 1,074,797 |
| 3 | MORGAN STANLEY | $59.1M | 1,021,495 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.1M | 779 |
| 5 | RAYMOND JAMES FINANCIAL INC | $27.3M | 471,038 |
| 6 | PGIM Custom Harvest LLC | $14.8M | 255,940 |
| 7 | BANK OF AMERICA CORP /DE/ | $13.3M | 229,022 |
| 8 | TRUIST FINANCIAL CORP | $10.1M | 174,452 |
| 9 | CITIGROUP INC | $10.1M | 173,721 |
| 10 | ROYAL BANK OF CANADA | $8.2M | 141,860 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +2.2M | $127.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +78 | $45.1M |
| PGIM Custom Harvest LLC | +248K | $14.8M |
| TRUIST FINANCIAL CORP | +5K | $10.1M |
| CITIGROUP INC | +174K | $10.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -693K | $62.2M |
| MORGAN STANLEY | -513K | $59.1M |
| NewSquare Capital LLC | -324K | $22K |
| NewEdge Advisors, LLC | -300K | $1.5M |
| Advisory Services Network, LLC | -259K | $299K |
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Frequently Asked Questions
How many institutional investors hold FXD?
As of Q1 2025, 123 institutional investors report holding FXD (First Trust Consumer Discretionary AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXD?
The largest institutional holder of FXD is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $127.5M in shares.
Are institutions buying or selling FXD?
This quarter, 29 institutions opened new positions in FXD and 27 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.