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First Trust Consumer Discretionary AlphaDEX Fund

98 hedge funds and large institutions have $239M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% less funds holding

Funds holding: 9998 (-1)

1.49% less ownership

Funds ownership: 61.34%59.85% (-1.5%)

12% less capital invested

Capital invested by funds: $271M → $239M (-$31.8M)

69% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 51

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
51
Closed
7
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.82M +$715K +19,492 +66%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.68M +$1.66M +45,273 New
GFPC
28
Global Financial Private Capital
Florida
$1.55M -$2.17M -59,190 -59%
SI
29
Stephens Inc
Arkansas
$1.51M +$733K +19,977 +96%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.45M -$65.9K -1,796 -4%
LFAS
31
Level Four Advisory Services
Texas
$1.39M
OC
32
Oppenheimer & Co
New York
$1.35M +$97.2K +2,650 +8%
TRCT
33
Tower Research Capital (TRC)
New York
$1.11M +$108K +2,944 +11%
BTS
34
BB&T Securities
Virginia
$1.08M -$204K -5,562 -16%
SCA
35
Snowden Capital Advisors
New York
$1.07M
HH
36
Hilltop Holdings
Texas
$1.01M
VKH
37
Virtu KCG Holdings
New York
$990K -$590K -16,085 -38%
WI
38
WBI Investments
New Jersey
$822K +$815K +22,226 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$730K +$57.5K +1,568 +9%
JP Morgan Chase
40
JP Morgan Chase
New York
$646K +$7.52K +205 +1%
AW
41
ACG Wealth
Georgia
$633K +$45.8K +1,250 +8%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$590K -$98.1K -2,675 -14%
DAS
43
Dynamic Advisor Solutions
Arizona
$583K -$39.5K -1,078 -6%
SG Americas Securities
44
SG Americas Securities
New York
$568K +$289K +7,885 +105%
ONB
45
Old National Bancorp
Indiana
$567K -$32.2K -877 -5%
MML Investors Services
46
MML Investors Services
Massachusetts
$543K +$538K +14,678 New
AI
47
Atria Investments
North Carolina
$528K -$547K -14,912 -51%
RIA
48
Regal Investment Advisors
Michigan
$519K -$820K -22,367 -61%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$513K -$818K -22,297 -62%
SWP
50
Stratos Wealth Partners
Ohio
$490K +$125K +3,418 +35%