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First Trust Consumer Discretionary AlphaDEX Fund

121 hedge funds and large institutions have $200M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
13
Reduced
60
Closed
18
Calls
$3.01M
Puts
$642K
Net Calls
+$2.37M
Net Calls Change
-$161K
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.29M -$4.57M -72,046 -78%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.19M -$662K -10,428 -36%
FTUS
28
Flow Traders U.S.
New York
$1M -$1.07M -16,807 -52%
PCH
29
PGIM Custom Harvest
New Jersey
$959K -$15.3M -240,829 -94%
HighTower Advisors
30
HighTower Advisors
Illinois
$945K -$744K -11,729 -44%
SPWM
31
Schrum Private Wealth Management
Florida
$920K
KAS
32
Kestra Advisory Services
Texas
$876K +$340K +5,362 +63%
SI
33
Stephens Inc
Arkansas
$867K
MML Investors Services
34
MML Investors Services
Massachusetts
$846K -$627K -9,878 -43%
NA
35
NewEdge Advisors
Louisiana
$797K -$795K -12,533 -50%
CAS
36
Coppell Advisory Solutions
Texas
$762K
PAG
37
Private Advisor Group
New Jersey
$746K -$59.4K -937 -7%
FFA
38
Farther Finance Advisors
California
$700K -$190 -3 -0%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$673K -$9.52K -150 -1%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$649K +$404K +6,372 +165%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$578K -$35.5K -559 -6%
MIM
42
MTM Investment Management
South Carolina
$551K -$40.5K -639 -7%
SFA
43
Sequoia Financial Advisors
Ohio
$512K
IWM
44
IHT Wealth Management
Illinois
$478K -$2.22K -35 -0.5%
KPWS
45
Kestra Private Wealth Services
Texas
$446K -$69.5K -1,096 -13%
SPIA
46
Steward Partners Investment Advisory
New York
$428K -$102K -1,613 -19%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$420K -$77.9K -1,228 -16%
CWA
48
Capital Wealth Alliance
Arizona
$393K -$20K -315 -5%
LFAS
49
Level Four Advisory Services
Texas
$377K -$22.1K -349 -6%
MCM
50
MAI Capital Management
Ohio
$372K -$67.1K -1,058 -15%