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First Trust Consumer Discretionary AlphaDEX Fund

132 hedge funds and large institutions have $1.28B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $392K

0.07% less ownership

Funds ownership: 87.74%87.67% (-0.07%)

4% less funds holding

Funds holding: 138132 (-6)

9% less capital invested

Capital invested by funds: $1.41B → $1.28B (-$127M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
36
Reduced
44
Closed
15
Calls
$3.03M
Puts
$392K
Net Calls
+$2.64M
Net Calls Change
+$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$5.68M +$77.7K +1,286 +1%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$4.65M -$440K -7,284 -9%
PPWM
28
Paragon Private Wealth Management
Kentucky
$3.79M +$28.6K +473 +0.8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$3.52M +$147K +2,428 +4%
TFA
30
Transamerica Financial Advisors
Florida
$2.52M
TWM
31
TriaGen Wealth Management
California
$2.39M +$24.3K +403 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.36M -$231K -3,830 -9%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$2.29M -$13.2K -219 -0.6%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.18M +$372K +6,156 +20%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$2M -$630K -10,427 -24%
CWP
36
Cyndeo Wealth Partners
Florida
$2M -$431K -7,136 -18%
CAS
37
Coppell Advisory Solutions
Texas
$1.97M +$1.98M +32,839 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.86M +$83.9K +1,390 +5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.74M -$19.1K -316 -1%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.73M -$123K -2,040 -7%
CCA
41
Cottonwood Capital Advisors
Utah
$1.47M -$4.05K -67 -0.3%
MCM
42
MAI Capital Management
Ohio
$1.25M +$1.26M +20,912 New
Jane Street
43
Jane Street
New York
$1.2M +$775K +12,827 +179%
CWA
44
Capital Wealth Alliance
Arizona
$1.04M +$6.52K +108 +0.6%
TCOO
45
Trust Company of Oklahoma
Oklahoma
$1.01M
PAG
46
Private Advisor Group
New Jersey
$903K -$39.3K -651 -4%
HA
47
HFG Advisors
Ohio
$876K -$25.9K -429 -3%
AR
48
Apeiron RIA
Texas
$872K +$102K +1,687 +13%
SPWM
49
Schrum Private Wealth Management
Florida
$869K
SAM
50
Secure Asset Management
Michigan
$824K +$830K +13,749 New