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First Trust Consumer Discretionary AlphaDEX Fund

129 hedge funds and large institutions have $1.11B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more capital invested

Capital invested by funds: $182M → $1.11B (+$925M)

100% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 17

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

32.18% more ownership

Funds ownership: 57.98%90.16% (+32%)

12% more funds holding

Funds holding: 115129 (+14)

95% less call options, than puts

Call options by funds: $2.79M | Put options by funds: $50.9M

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
39
Reduced
27
Closed
17
Calls
$2.79M
Puts
$50.9M
Net Calls
-$48.1M
Net Calls Change
+$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$3.12M +$1.87M +35,742 +147%
PPWM
27
Paragon Private Wealth Management
Kentucky
$3.03M +$2.84M +54,081 +1,246%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.66M +$1.88M +35,895 +233%
NP
29
Nilsine Partners
Colorado
$2.21M +$2.23M +42,583 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2M -$468K -8,928 -19%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.62M +$1.64M +31,216 New
CCA
32
Cottonwood Capital Advisors
Utah
$1.43M -$1.52K -29 -0.1%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.37M -$324K -6,174 -19%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.17M +$1.15M +21,990 +4,346%
DC
35
Davenport & Co
Virginia
$1.13M +$1.15M +21,851 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.05M +$127K +2,425 +14%
CA
37
Cetera Advisors
Colorado
$1.04M +$539K +10,281 +105%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.01M +$1.02M +19,378 New
TWM
39
TriaGen Wealth Management
California
$933K +$943K +17,972 New
AR
40
Apeiron RIA
Texas
$808K -$274K -5,219 -25%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$797K +$805K +15,342 New
TFA
42
Transamerica Financial Advisors
Florida
$765K +$766K +14,600 +12,696%
SPWM
43
Schrum Private Wealth Management
Florida
$753K
CAN
44
Cetera Advisor Networks
California
$752K +$452K +8,616 +147%
KAS
45
Kestra Advisory Services
Texas
$711K +$150K +2,852 +26%
FEM
46
Fulcrum Equity Management
Texas
$711K +$718K +13,689 New
SI
47
Stephens Inc
Arkansas
$710K
SWM
48
Spire Wealth Management
Virginia
$702K +$394K +7,513 +125%
MIM
49
MTM Investment Management
South Carolina
$666K
ATPW
50
Ashton Thomas Private Wealth
Arizona
$649K +$656K +12,498 New