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First Trust Consumer Discretionary AlphaDEX Fund

112 hedge funds and large institutions have $2.05B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $342K | Put options by funds: $41K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

9% more funds holding

Funds holding: 103112 (+9)

3% more capital invested

Capital invested by funds: $1.99B → $2.05B (+$57.6M)

0.56% less ownership

Funds ownership: 80.03%79.48% (-0.56%)

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
22
Increased
52
Reduced
28
Closed
11
Calls
$342K
Puts
$41K
Net Calls
+$301K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$6.78M +$1.83M +49,396 +36%
FHA
27
First Horizon Advisors
Tennessee
$6.7M +$6.79M +183,570 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$6.49M +$6.57M +177,846 New
KP
29
Keel Point
Alabama
$6.15M +$160K +4,331 +3%
BTS
30
BB&T Securities
Virginia
$6.15M +$94.3K +2,550 +2%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$6.06M +$779K +21,065 +15%
CS
32
Credit Suisse
Switzerland
$5.33M +$692K +18,722 +15%
LFG
33
LifePlan Financial Group
Ohio
$4.86M +$4.92M +133,203 New
BA
34
BKS Advisors
Michigan
$4.59M +$4.64M +125,628 New
HFS
35
HL Financial Services
Kentucky
$4.39M -$881K -23,840 -17%
Citigroup
36
Citigroup
New York
$4.12M -$881K -23,824 -17%
AIG
37
American International Group
New York
$3.93M -$2.73M -73,777 -41%
SB
38
Suntrust Banks
Georgia
$3.79M +$3.84M +103,964 New
NA
39
NewEdge Advisors
Louisiana
$3.78M +$262K +7,081 +7%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.76M -$400K -10,831 -10%
WA
41
WESPAC Advisors
California
$3.43M +$101K +2,719 +3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$3.43M +$1.14M +30,722 +49%
VFS
43
VSR Financial Services
Kansas
$2.69M +$136K +3,687 +5%
OC
44
Oppenheimer & Co
New York
$2.58M +$42.8K +1,157 +2%
IAS
45
IMA Advisory Services
Colorado
$2.55M +$19.6K +530 +0.8%
SPC
46
Sigma Planning Corp
Michigan
$2.51M -$931K -25,173 -27%
SI
47
Stephens Inc
Arkansas
$2.43M +$9.57K +259 +0.4%
ONB
48
Old National Bancorp
Indiana
$2.29M -$223K -6,038 -9%
MAA
49
Managed Account Advisors
New Jersey
$2.2M +$1.09M +29,607 +96%
RIA
50
Regal Investment Advisors
Michigan
$1.91M +$83K +2,246 +4%