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First Trust Consumer Discretionary AlphaDEX Fund

127 hedge funds and large institutions have $1.97B invested in First Trust Consumer Discretionary AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

320% more call options, than puts

Call options by funds: $760K | Put options by funds: $181K

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

17% more funds holding

Funds holding: 109127 (+18)

1.83% more ownership

Funds ownership: 79.67%81.5% (+1.8%)

4% more capital invested

Capital invested by funds: $1.89B → $1.97B (+$78.8M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
127
Holders Change
+18
Holders Change %
+16.51%
% of All Funds
3.33%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.31%
New
23
Increased
52
Reduced
40
Closed
4
Calls
$760K
Puts
$181K
Net Calls
+$579K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$1.99M +$121K +3,442 +6%
CCS
52
Crosspoint Capital Strategies
California
$1.81M +$1.77M +50,581 New
RPG
53
Risk Paradigm Group
Texas
$1.79M +$1.84M +52,489 New
DADC
54
D.A. Davidson & Co
Montana
$1.69M +$261K +7,452 +18%
TRCT
55
Tower Research Capital (TRC)
New York
$1.63M -$2.44M -69,584 -59%
BRWM
56
B. Riley Wealth Management
Tennessee
$1.58M -$78K -2,223 -5%
Citadel Advisors
57
Citadel Advisors
Florida
$1.44M -$5.05M -144,102 -77%
ONB
58
Old National Bancorp
Indiana
$1.42M -$592K -16,888 -29%
SI
59
SII Investments
Wisconsin
$1.41M +$179K +5,097 +14%
VFS
60
VSR Financial Services
Kansas
$1.38M +$285K +8,131 +25%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.36M +$49K +1,398 +4%
AP
62
Atwood & Palmer
Missouri
$1.33M +$96.2K +2,743 +8%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.32M -$57.4K -1,637 -4%
IH
64
IFC Holdings
Florida
$1.31M +$49.2K +1,404 +4%
SFI
65
SPC Financial Inc
Maryland
$1.31M +$127K +3,610 +10%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.21M -$5.28M -150,639 -81%
VKH
67
Virtu KCG Holdings
New York
$1.01M +$98.8K +2,817 +11%
HH
68
Hilltop Holdings
Texas
$935K
FAAS
69
First Allied Advisory Services
California
$930K -$1.12K -32 -0.1%
ACM
70
Argentus Capital Management
Texas
$890K -$172K -4,897 -16%
DAS
71
Dynamic Advisor Solutions
Arizona
$832K +$57.2K +1,630 +7%
AI
72
Atria Investments
North Carolina
$826K +$905K +25,810 New
PFS
73
Prospera Financial Services
Texas
$772K -$22.2K -632 -3%
IA
74
IFP Advisors
Florida
$760K +$781K +22,276 New
MWM
75
MinichMacGregor Wealth Management
New York
$736K +$707K +20,148 New