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First Trust Consumer Discretionary AlphaDEX Fund

127 hedge funds and large institutions have $1.97B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

320% more call options, than puts

Call options by funds: $760K | Put options by funds: $181K

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

17% more funds holding

Funds holding: 109127 (+18)

1.83% more ownership

Funds ownership: 79.67%81.5% (+1.8%)

4% more capital invested

Capital invested by funds: $1.89B → $1.97B (+$78.8M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.33%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
23
Increased
52
Reduced
40
Closed
4
Calls
$760K
Puts
$181K
Net Calls
+$579K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$6.86M -$516K -14,702 -7%
KP
27
Keel Point
Alabama
$6.04M +$92.6K +2,640 +2%
SAM
28
SignalPoint Asset Management
Missouri
$5.73M -$590K -16,819 -9%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$4.76M +$225K +6,422 +5%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.57M -$1.82M -51,867 -28%
LFG
31
LifePlan Financial Group
Ohio
$4.55M -$373K -10,645 -7%
FHA
32
First Horizon Advisors
Tennessee
$4.35M -$1.55M -44,206 -26%
HFS
33
HL Financial Services
Kentucky
$4.23M -$1.17M -33,351 -21%
BA
34
BKS Advisors
Michigan
$4.23M -$150K -4,275 -3%
SB
35
Suntrust Banks
Georgia
$4.09M +$309K +8,818 +8%
UCFA
36
United Capital Financial Advisors
Texas
$4M +$1.85M +52,744 +82%
AIG
37
American International Group
New York
$3.94M +$12.1K +344 +0.3%
NA
38
NewEdge Advisors
Louisiana
$3.83M +$2.8M +79,926 +241%
CS
39
Credit Suisse
Switzerland
$3.5M -$5.18M -147,565 -59%
Citigroup
40
Citigroup
New York
$3.19M +$369K +10,533 +13%
HI
41
Hudock Inc
Pennsylvania
$2.82M +$267K +7,622 +10%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.59M +$504K +14,374 +23%
WA
43
WESPAC Advisors
California
$2.52M +$235K +6,698 +10%
OC
44
Oppenheimer & Co
New York
$2.37M +$161K +4,580 +7%
IAS
45
IMA Advisory Services
Colorado
$2.33M +$52.5K +1,497 +2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$2.35M +66,975 +16,913%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$2.19M +$1.28M +36,421 +131%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$2.18M -$953K -27,168 -30%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$2.02M +$961K +27,408 +86%
SI
50
Stephens Inc
Arkansas
$2M -$78K -2,225 -4%