FXD — First Trust Consumer Discretionary Alphadex Fund Institutional Holders · Q3 2026
Who owns First Trust Consumer Discretionary Alphadex Fund (FXD)? 6 institutions reported holding $1.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($682,122), Ballew Advisors, Inc ($234,577), CoreCap Advisors, LLC ($84,015).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $682,122 | 10,636 | Trimmed |
| 2 | Ballew Advisors, Inc | $234,577 | 3,632 | Hold |
| 3 | CoreCap Advisors, LLC | $84,015 | 1,310 | Trimmed |
| 4 | CX Institutional | $47,000 | 728 | Added |
| 5 | ATWOOD & PALMER INC | $25,654 | 400 | Trimmed |
| 6 | GAMMA Investing LLC | $17,252 | 269 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30