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First Trust Consumer Discretionary AlphaDEX Fund

122 hedge funds and large institutions have $201M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

58% less capital invested

Capital invested by funds: $481M → $201M (-$279M)

77% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 60

Holders
122
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
$3.01M
Puts
$642K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.34M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.29M
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.19M
FTUS
29
Flow Traders U.S.
New York
$1M
PCH
30
PGIM Custom Harvest
New Jersey
$959K
HighTower Advisors
31
HighTower Advisors
Illinois
$945K
SPWM
32
Schrum Private Wealth Management
Florida
$920K
KAS
33
Kestra Advisory Services
Texas
$876K
SI
34
Stephens Inc
Arkansas
$867K
MML Investors Services
35
MML Investors Services
Massachusetts
$846K
NA
36
NewEdge Advisors
Louisiana
$797K
CAS
37
Coppell Advisory Solutions
Texas
$762K
PAG
38
Private Advisor Group
New Jersey
$746K
FFA
39
Farther Finance Advisors
California
$700K
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$673K
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$649K
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$578K
MIM
43
MTM Investment Management
South Carolina
$551K
SFA
44
Sequoia Financial Advisors
Ohio
$512K
IWM
45
IHT Wealth Management
Illinois
$478K
KPWS
46
Kestra Private Wealth Services
Texas
$446K
SPIA
47
Steward Partners Investment Advisory
New York
$428K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$420K
CWA
49
Capital Wealth Alliance
Arizona
$393K
LFAS
50
Level Four Advisory Services
Texas
$377K