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First Trust Consumer Discretionary AlphaDEX Fund

112 hedge funds and large institutions have $147M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

23% less capital invested

Capital invested by funds: $191M → $147M (-$44.1M)

46% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 41

Holders
112
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.52M
Puts
$993K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$896K
PCH
27
PGIM Custom Harvest
New Jersey
$891K
JP Morgan Chase
28
JP Morgan Chase
New York
$887K
IAA
29
Independent Advisor Alliance
North Carolina
$755K
SF
30
Summit Financial
New Jersey
$750K
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$743K
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$717K
FFA
33
Farther Finance Advisors
California
$711K
MML Investors Services
34
MML Investors Services
Massachusetts
$691K
SPIA
35
Steward Partners Investment Advisory
New York
$663K
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$619K
PAG
37
Private Advisor Group
New Jersey
$619K
CI
38
CX Institutional
Indiana
$574K
Baird Financial Group
39
Baird Financial Group
Wisconsin
$558K
MIM
40
MTM Investment Management
South Carolina
$539K
SFA
41
Sequoia Financial Advisors
Ohio
$517K
EFP
42
Elser Financial Planning
Indiana
$505K
IWM
43
IHT Wealth Management
Illinois
$446K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$387K
Jones Financial Companies
45
Jones Financial Companies
Missouri
$386K
LFAS
46
Level Four Advisory Services
Texas
$370K
HHCP
47
Hilton Head Capital Partners
South Carolina
$357K
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$329K
MQWP
49
Morey & Quinn Wealth Partners
Nebraska
$322K
RPG
50
Risk Paradigm Group
Texas
$318K