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First Trust Consumer Discretionary AlphaDEX Fund

98 hedge funds and large institutions have $239M invested in First Trust Consumer Discretionary AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% less funds holding

Funds holding: 9998 (-1)

1.49% less ownership

Funds ownership: 61.34%59.85% (-1.5%)

12% less capital invested

Capital invested by funds: $271M → $239M (-$31.8M)

69% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 51

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
51
Closed
7
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$448K
FAAS
52
First Allied Advisory Services
California
$438K +$108K +2,957 +33%
Citigroup
53
Citigroup
New York
$437K -$388K -10,583 -47%
RPG
54
Risk Paradigm Group
Texas
$434K -$4.55K -124 -1%
IA
55
IFP Advisors
Florida
$418K -$52.8K -1,440 -11%
Brown Advisory
56
Brown Advisory
Maryland
$400K
FA
57
FDx Advisors
Illinois
$382K -$49.9K -1,361 -12%
PFS
58
Prospera Financial Services
Texas
$345K -$82K -2,237 -19%
NA
59
Navellier & Associates
Nevada
$335K +$332K +9,046 New
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$327K -$45.3K -1,236 -12%
WA
61
WFG Advisors
Texas
$326K -$9.9K -270 -3%
CC
62
Cedar Capital
Illinois
$265K -$21.7K -592 -8%
HFS
63
HL Financial Services
Kentucky
$240K
TSS
64
Two Sigma Securities
New York
$230K -$43.4K -1,184 -16%
PAG
65
Private Advisor Group
New Jersey
$225K -$58.4K -1,592 -21%
CIAS
66
Capital Investment Advisory Services
North Carolina
$217K -$3.08K -84 -1%
CAM
67
Columbia Asset Management
Michigan
$210K
NA
68
NewEdge Advisors
Louisiana
$179K -$88K -2,400 -33%
ACM
69
Aviance Capital Management
Florida
$155K +$153K +4,184 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$127K -$44.6K -1,216 -26%
WEC
71
Winslow Evans & Crocker
Massachusetts
$118K -$37 -1 -0%
RFM
72
Royal Fund Management
Florida
$110K
WB
73
Webster Bank
Connecticut
$85K
SSB
74
Sandy Spring Bank
Maryland
$68K
RFWA
75
RPg Family Wealth Advisory
Massachusetts
$54.9K -$25.8K -704 -32%