We are live on ! Find out more
FXD icon

First Trust Consumer Discretionary AlphaDEX Fund

117 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, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $2.41M

4.19% less ownership

Funds ownership: 62.31%58.12% (-4.2%)

6% less funds holding

Funds holding: 124117 (-7)

6% less capital invested

Capital invested by funds: $204M → $192M (-$11.9M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
44
Closed
17
Calls
$2.34M
Puts
$2.41M
Net Calls
-$70K
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$1.21M +$263K +3,930 +28%
PCH
27
PGIM Custom Harvest
New Jersey
$1.1M +$68.9K +1,028 +7%
SPWM
28
Schrum Private Wealth Management
Florida
$990K
SI
29
Stephens Inc
Arkansas
$955K +$22.2K +331 +2%
SF
30
Summit Financial
New Jersey
$903K +$888K +13,242 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$899K -$374K -5,583 -30%
MML Investors Services
32
MML Investors Services
Massachusetts
$896K -$13.3K -198 -1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$817K -$9.6M -143,205 -92%
PAG
34
Private Advisor Group
New Jersey
$809K +$6.1K +91 +0.8%
CAS
35
Coppell Advisory Solutions
Texas
$787K -$40.3K -601 -5%
FFA
36
Farther Finance Advisors
California
$753K
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$748K -$2.29M -34,125 -76%
NA
38
NewEdge Advisors
Louisiana
$728K -$127K -1,897 -15%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$695K -$28.6K -426 -4%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$692K -$6.3K -94 -0.9%
NP
41
Nilsine Partners
Colorado
$660K -$1.19M -17,687 -65%
MIM
42
MTM Investment Management
South Carolina
$581K -$10.7K -160 -2%
SFA
43
Sequoia Financial Advisors
Ohio
$551K
IWM
44
IHT Wealth Management
Illinois
$474K -$39.9K -596 -8%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$451K +$201 +3 +0%
KPWS
46
Kestra Private Wealth Services
Texas
$426K -$52.8K -788 -11%
LFAS
47
Level Four Advisory Services
Texas
$408K +$2.41K +36 +0.6%
MCM
48
MAI Capital Management
Ohio
$373K -$25.7K -384 -7%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$362K +$125K +1,869 +55%
MQWP
50
Morey & Quinn Wealth Partners
Nebraska
$343K