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First Trust Consumer Discretionary AlphaDEX Fund

125 hedge funds and large institutions have $481M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $306K

14% less funds holding

Funds holding: 145125 (-20)

50% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 52

51.87% less ownership

Funds ownership: 88.37%36.5% (-52%)

55% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 33

65% less capital invested

Capital invested by funds: $1.39B → $481M (-$907M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
125
Holders Change
-20
Holders Change %
-13.79%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
26
Reduced
52
Closed
33
Calls
$2.83M
Puts
$306K
Net Calls
+$2.53M
Net Calls Change
+$4.11M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GTS Securities
New York
$2.23M +$2.44M +38,560 New
Osaic Holdings
27
Osaic Holdings
Arizona
$2.22M -$234K -3,685 -9%
WIA
28
World Investment Advisors
California
$2.2M -$1.64M -25,921 -41%
FTUS
29
Flow Traders U.S.
New York
$1.89M +$2.06M +32,567 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.76M +$19.8K +312 +1%
CI
31
CX Institutional
Indiana
$1.76M +$1.92M +30,349 New
CWP
32
Cyndeo Wealth Partners
Florida
$1.72M +$57.6K +909 +3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.69M -$4.24M -66,803 -70%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$1.62M +$1.77M +27,944 New
NP
35
Nilsine Partners
Colorado
$1.58M -$15.3M -241,348 -90%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.56M -$439K -6,925 -20%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.54M -$12.2K -193 -0.7%
NA
38
NewEdge Advisors
Louisiana
$1.45M -$19M -300,451 -92%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.34M +$607K +9,577 +70%
CCA
40
Cottonwood Capital Advisors
Utah
$1.28M -$4.44K -70 -0.3%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.26M -$627K -9,885 -31%
TS
42
TradeWell Securities
Indiana
$1.23M +$98.1K +1,547 +8%
AR
43
Apeiron RIA
Texas
$984K +$101K +1,590 +10%
SPWM
44
Schrum Private Wealth Management
Florida
$840K
TRCT
45
Tower Research Capital (TRC)
New York
$815K +$736K +11,610 +472%
SI
46
Stephens Inc
Arkansas
$791K -$5.26K -83 -0.6%
PAG
47
Private Advisor Group
New Jersey
$735K -$58.8K -928 -7%
SWM
48
Spire Wealth Management
Virginia
$714K
CAS
49
Coppell Advisory Solutions
Texas
$683K -$841K -13,267 -52%
TSS
50
Two Sigma Securities
New York
$682K +$747K +11,788 New