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First Trust Consumer Discretionary AlphaDEX Fund

169 hedge funds and large institutions have $1.31B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 83.29%84.28% (+1%)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2% less funds holding

Funds holding: 172169 (-3)

20% less capital invested

Capital invested by funds: $1.63B → $1.31B (-$327M)

38% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 77

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

90% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $24.7M

Holders
169
Holders Change
-3
Holders Change %
-1.74%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
77
Closed
17
Calls
$2.53M
Puts
$24.7M
Net Calls
-$22.2M
Net Calls Change
+$9.69M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MinichMacGregor Wealth Management
New York
$5.01M +$822K +14,464 +19%
Osaic Holdings
27
Osaic Holdings
Arizona
$4.31M -$2.82M -49,661 -38%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$3.8M +$3.16M +55,607 +393%
OC
29
Oppenheimer & Co
New York
$2.57M +$565K +9,945 +27%
AIM
30
Astor Investment Management
Illinois
$2.55M +$27.8K +489 +1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.54M -$1.67M -29,434 -39%
PAG
32
Private Advisor Group
New Jersey
$2.43M +$413K +7,268 +19%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.37M -$872K -15,342 -26%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$2.31M +$2.41M +42,440 New
DWMG
35
DB Wealth Management Group
California
$2.2M -$413K -7,266 -15%
AP
36
Atwood & Palmer
Missouri
$2.14M +$42.4K +745 +2%
TWM
37
TriaGen Wealth Management
California
$1.98M +$486K +8,555 +31%
FEM
38
Fulcrum Equity Management
Texas
$1.98M -$2.29M -40,342 -53%
Citadel Advisors
39
Citadel Advisors
Florida
$1.87M -$4.35M -76,470 -69%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.85M -$112K -1,973 -5%
CA
41
CoreCap Advisors
Michigan
$1.72M -$707K -12,438 -28%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.68M -$338K -5,943 -16%
KAS
43
Kestra Advisory Services
Texas
$1.64M -$779K -13,702 -31%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.59M -$2.54M -44,718 -60%
KPWS
45
Kestra Private Wealth Services
Texas
$1.58M -$455K -7,999 -22%
AAS
46
Avantax Advisory Services
Texas
$1.56M -$1.12M -19,666 -41%
CC
47
Cypress Capital
Tennessee
$1.54M
CCA
48
Cottonwood Capital Advisors
Utah
$1.53M -$2.56K -45 -0.2%
SPC
49
Sigma Planning Corp
Michigan
$1.48M -$1.97M -34,705 -56%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.47M -$456K -8,019 -23%