We are live on ! Find out more
FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

89 hedge funds and large institutions have $248M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.74% more ownership

Funds ownership: 59.85%63.58% (+3.7%)

4% more capital invested

Capital invested by funds: $239M → $248M (+$8.9M)

9% less funds holding

Funds holding: 9889 (-9)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

65% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 49

Holders
89
Holders Change
-9
Holders Change %
-9.18%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
49
Closed
13
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$1.43M +$25.7K +690 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.37M -$131K -3,504 -9%
VF
28
Virtu Financial
New York
$1.32M -$1.67M -44,888 -57%
LFAS
29
Level Four Advisory Services
Texas
$1.28M -$196K -5,253 -14%
SCA
30
Snowden Capital Advisors
New York
$1.19M +$79.3K +2,129 +7%
IWM
31
IHT Wealth Management
Illinois
$1.15M +$1.1M +29,526 +13,733%
BTS
32
BB&T Securities
Virginia
$1.08M -$45.7K -1,226 -4%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$983K -$876K -23,524 -48%
AI
34
Atria Investments
North Carolina
$897K +$338K +9,077 +64%
SI
35
Stephens Inc
Arkansas
$773K -$768K -20,614 -51%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$736K -$21K -563 -3%
Citadel Advisors
37
Citadel Advisors
Florida
$717K -$1.6M -42,826 -70%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$603K -$10.1K -271 -2%
ONB
39
Old National Bancorp
Indiana
$575K -$14.4K -386 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$527K -$138K -3,712 -21%
SAM
41
SignalPoint Asset Management
Missouri
$526K -$3.56M -95,451 -87%
AW
42
ACG Wealth
Georgia
$521K -$134K -3,584 -21%
DAS
43
Dynamic Advisor Solutions
Arizona
$491K -$111K -2,968 -19%
SWP
44
Stratos Wealth Partners
Ohio
$480K -$27.6K -741 -6%
Citigroup
45
Citigroup
New York
$472K +$17.7K +475 +4%
DADC
46
D.A. Davidson & Co
Montana
$431K -$33.5K -900 -7%
RPG
47
Risk Paradigm Group
Texas
$428K -$22.5K -604 -5%
Brown Advisory
48
Brown Advisory
Maryland
$415K
RIA
49
Regal Investment Advisors
Michigan
$412K -$123K -3,312 -24%
FA
50
FDx Advisors
Illinois
$389K -$7.15K -192 -2%