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First Trust Consumer Discretionary AlphaDEX Fund

120 hedge funds and large institutions have $197M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
59
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.7M 656,691 -418,106 -39%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M 497,522 -523,973 -51%
LPL Financial
3
LPL Financial
California
$14.5M 227,834 -54,448 -19%
Raymond James Financial
4
Raymond James Financial
Florida
$14.3M 226,113 -244,925 -52%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.84M 155,176 +128,154 +474%
Bank of America
6
Bank of America
North Carolina
$8.76M 138,046 -90,976 -40%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6.13M 96,681 -19,256 -17%
Stifel Financial
8
Stifel Financial
Missouri
$5.28M 83,278 -31,684 -28%
Goldman Sachs
9
Goldman Sachs
New York
$5.08M 80,054 -8,522 -10%
UBS Group
10
UBS Group
Switzerland
$3.79M 59,671 -47,784 -44%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$3.74M 58,988 +37,287 +172%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$3.17M 50,000 +50,000 New
Truist Financial
13
Truist Financial
North Carolina
$2.9M 45,671 -128,781 -74%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.64M 40,946 +2,536 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.6M 41,008 -100,852 -71%
PPWM
16
Paragon Private Wealth Management
Kentucky
$2.54M 40,024 -11,865 -23%
Ameriprise
17
Ameriprise
Minnesota
$2.51M 39,495 -27,139 -41%
Citadel Advisors
18
Citadel Advisors
Florida
$2.38M 37,513 -20,006 -35%
TRCT
19
Tower Research Capital (TRC)
New York
$2.28M 35,899 +21,828 +155%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.77M 27,892 -46,067 -62%
NP
21
Nilsine Partners
Colorado
$1.74M 27,357 +130 +0.5%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$1.55M 24,355 -3,589 -13%
CCA
23
Cottonwood Capital Advisors
Utah
$1.39M 21,966 -69 -0.3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.34M 21,063 -9,381 -31%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.29M 20,359 -72,046 -78%