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First Trust Consumer Discretionary AlphaDEX Fund

95 hedge funds and large institutions have $740M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more capital invested

Capital invested by funds: $91.9M → $740M (+$649M)

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

29.64% more ownership

Funds ownership: 57.46%87.11% (+30%)

23% more funds holding

Funds holding: 7795 (+18)

66% less call options, than puts

Call options by funds: $1.34M | Put options by funds: $3.98M

Holders
95
Holders Change
+18
Holders Change %
+23.38%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
28
Reduced
18
Closed
14
Calls
$1.34M
Puts
$3.98M
Net Calls
-$2.64M
Net Calls Change
-$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$1.96M +$243K +7,221 +16%
SAM
27
Secure Asset Management
Michigan
$1.86M +$1.67M +49,711 New
MWM
28
MinichMacGregor Wealth Management
New York
$1.8M +$1.62M +48,112 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.56M +$958K +28,441 +214%
OC
30
Oppenheimer & Co
New York
$1.3M +$1.17M +34,884 New
IWM
31
IHT Wealth Management
Illinois
$1.26M +$868K +25,770 +323%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.2M -$3.78M -112,334 -78%
WI
33
Wintrust Investments
Illinois
$1.11M +$999K +29,678 New
JP Morgan Chase
34
JP Morgan Chase
New York
$1.08M +$970K +28,820 New
IAA
35
Independent Advisor Alliance
North Carolina
$931K +$775K +23,010 New
LFAS
36
Level Four Advisory Services
Texas
$881K +$17.4K +516 +2%
TFA
37
Transamerica Financial Advisors
Florida
$871K +$784K +23,285 New
CS
38
Credit Suisse
Switzerland
$729K
ATPW
39
Ashton Thomas Private Wealth
Arizona
$688K +$619K +18,398 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$666K +$162K +4,824 +37%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$641K +$52.1K +1,548 +10%
SI
42
Stephens Inc
Arkansas
$587K -$6.73K -200 -1%
SFI
43
SPC Financial Inc
Maryland
$573K +$516K +15,330 New
SAM
44
SignalPoint Asset Management
Missouri
$500K +$3.84K +114 +0.9%
HighTower Advisors
45
HighTower Advisors
Illinois
$485K +$439K +13,030 New
MOS
46
MGO One Seven
Ohio
$472K +$425K +12,634 New
CAN
47
Claraphi Advisory Network
United States
$437K +$394K +11,704 New
PAG
48
Private Advisor Group
New Jersey
$395K -$34.3K -1,019 -9%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$383K -$47.1K -1,400 -12%
Citigroup
50
Citigroup
New York
$381K +$91.2K +2,710 +36%