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First Trust Consumer Discretionary AlphaDEX Fund

115 hedge funds and large institutions have $192M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

less call options, than puts

Call options by funds: $ | Put options by funds: $

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

39% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 41

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.34M
Puts
$2.41M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.21M
PCH
27
PGIM Custom Harvest
New Jersey
$1.1M
SPWM
28
Schrum Private Wealth Management
Florida
$990K
SI
29
Stephens Inc
Arkansas
$955K
SF
30
Summit Financial
New Jersey
$903K
Baird Financial Group
31
Baird Financial Group
Wisconsin
$899K
MML Investors Services
32
MML Investors Services
Massachusetts
$896K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$817K
PAG
34
Private Advisor Group
New Jersey
$809K
CAS
35
Coppell Advisory Solutions
Texas
$787K
FFA
36
Farther Finance Advisors
California
$753K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$748K
NA
38
NewEdge Advisors
Louisiana
$728K
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$695K
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$692K
NP
41
Nilsine Partners
Colorado
$660K
MIM
42
MTM Investment Management
South Carolina
$581K
SFA
43
Sequoia Financial Advisors
Ohio
$551K
IWM
44
IHT Wealth Management
Illinois
$474K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$451K
KPWS
46
Kestra Private Wealth Services
Texas
$426K
LFAS
47
Level Four Advisory Services
Texas
$408K
MCM
48
MAI Capital Management
Ohio
$373K
Jones Financial Companies
49
Jones Financial Companies
Missouri
$362K
MQWP
50
Morey & Quinn Wealth Partners
Nebraska
$343K