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First Trust Consumer Discretionary AlphaDEX Fund

112 hedge funds and large institutions have $2.05B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

734% more call options, than puts

Call options by funds: $342K | Put options by funds: $41K

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

9% more funds holding

Funds holding: 103112 (+9)

3% more capital invested

Capital invested by funds: $1.99B → $2.05B (+$57.6M)

0.56% less ownership

Funds ownership: 80.03%79.48% (-0.56%)

Holders
112
Holders Change
+9
Holders Change %
+8.74%
% of All Funds
3.02%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
22
Increased
52
Reduced
28
Closed
11
Calls
$342K
Puts
$41K
Net Calls
+$301K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.77M +$441K +11,928 +33%
IH
52
IFC Holdings
Florida
$1.6M +$19K +514 +1%
DADC
53
D.A. Davidson & Co
Montana
$1.45M +$138K +3,726 +10%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$1.45M -$53K -1,434 -3%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.38M +$41.5K +1,123 +3%
SFI
56
SPC Financial Inc
Maryland
$1.27M -$15K -405 -1%
AP
57
Atwood & Palmer
Missouri
$1.26M -$58.3K -1,576 -4%
HI
58
Hudock Inc
Pennsylvania
$1.19M +$188K +5,089 +18%
PFS
59
Prospera Financial Services
Texas
$1.06M +$256K +6,930 +31%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.01M +$155K +4,199 +18%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$970K +$982K +26,567 New
RPG
62
Risk Paradigm Group
Texas
$888K +$78.2K +2,116 +10%
FAAS
63
First Allied Advisory Services
California
$886K -$3.55K -96 -0.4%
AW
64
ACG Wealth
Georgia
$857K -$70.1K -1,895 -7%
BRWM
65
B. Riley Wealth Management
Tennessee
$850K -$29.8K -807 -3%
HI
66
Horizon Investments
North Carolina
$768K +$74.3K +2,010 +11%
FFS
67
Founders Financial Securities
Maryland
$766K +$83.5K +2,259 +12%
AI
68
Atria Investments
North Carolina
$721K +$15.2K +411 +2%
ACM
69
Argentus Capital Management
Texas
$692K +$183K +4,943 +35%
DAS
70
Dynamic Advisor Solutions
Arizona
$690K +$31.8K +859 +5%
VAM
71
Visionary Asset Management
Texas
$682K +$690K +18,677 New
FIM
72
Freedom Investment Management
Connecticut
$677K +$67.8K +1,834 +11%
SS
73
Simplicity Solutions
Minnesota
$558K +$212K +5,746 +60%
SI
74
SII Investments
Wisconsin
$489K -$1.03K -28 -0.2%
NPC
75
National Planning Corporation
California
$470K +$2.48K +67 +0.5%