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First Trust Consumer Discretionary AlphaDEX Fund

116 hedge funds and large institutions have $191M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

747% more call options, than puts

Call options by funds: $661K | Put options by funds: $78K

6.21% more ownership

Funds ownership: 58.12%64.33% (+6.2%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

1% less capital invested

Capital invested by funds: $192M → $191M (-$982K)

1% less funds holding

Funds holding: 117116 (-1)

59% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 46

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
46
Closed
14
Calls
$661K
Puts
$78K
Net Calls
+$583K
Net Calls Change
+$653K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.33M +$1.3M +19,386 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.31M -$266K -3,966 -17%
KAS
28
Kestra Advisory Services
Texas
$1.22M +$9.73K +145 +0.8%
PCH
29
PGIM Custom Harvest
New Jersey
$1.04M -$63.9K -952 -6%
SPWM
30
Schrum Private Wealth Management
Florida
$971K -$20.1K -300 -2%
SI
31
Stephens Inc
Arkansas
$957K
MML Investors Services
32
MML Investors Services
Massachusetts
$882K -$15.2K -226 -2%
Two Sigma Investments
33
Two Sigma Investments
New York
$882K +$644K +9,600 +291%
SF
34
Summit Financial
New Jersey
$837K -$67.3K -1,003 -8%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$836K -$725K -10,803 -47%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$812K -$6.31K -94 -0.8%
CAS
37
Coppell Advisory Solutions
Texas
$787K -$1.21K -18 -0.2%
PAG
38
Private Advisor Group
New Jersey
$768K -$41.5K -619 -5%
FFA
39
Farther Finance Advisors
California
$754K
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$681K -$12.3K -183 -2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$649K -$247K -3,681 -28%
NP
42
Nilsine Partners
Colorado
$647K -$13.8K -206 -2%
NA
43
NewEdge Advisors
Louisiana
$612K -$115K -1,715 -16%
MIM
44
MTM Investment Management
South Carolina
$583K
SFA
45
Sequoia Financial Advisors
Ohio
$552K
RFWA
46
RPg Family Wealth Advisory
Massachusetts
$516K -$177K -2,643 -26%
RPG
47
Risk Paradigm Group
Texas
$504K +$495K +7,377 New
IWM
48
IHT Wealth Management
Illinois
$475K +$604 +9 +0.1%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$433K -$19.5K -290 -4%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$396K +$34.1K +509 +10%